Health Professionals Alliance

What Health Professionals Alliance does

Health Professionals Alliance (HPA) is a privately held Delaware-incorporated membership organization founded in 2018 and headquartered in Lake Oswego, Oregon. HPA targets owners of independent dental practices—typically doctors aged 45+ with significant built-up practice equity—and offers them an alternative to outright sale to a private-equity-backed DSO through its proprietary StepUp Transitions® framework. Under Step 1, HPA acquires a minority 20-49% stake in a member practice for cash, leaving the doctor in majority control; under Step 2, HPA structures the eventual exit to a vetted buyer on the doctor's own timeline (2-10 years) at a valuation that benefits from Step 1 improvements.

The company's product surface comprises four interlocking components: the StepUp Transitions® program itself, a Navigator Program that assigns each member a dedicated coach across a five-step engagement (Discovery, Practice Analysis, Staff SWOT, Blueprint, Accountability), the Maximum Value Practice (MVP) tier that packages a 30/60/90-day optimization roadmap around procurement, merchant processing, and revenue opportunities, and the HPA Member Portal—a password-protected hub combining marketplace, community, news, events, and procurement software. An ecosystem of roughly 37 partner vendors (covering dental labs such as Straumann and Glidewell, payments via AMEX and Fiserv, legal via Juris Law, dental SaaS via NexHealth and Kleer, and marketing via Wonderist Agency) extends the platform's value beyond what HPA delivers directly.

HPA operates a sales-led, consultative go-to-market: free 30-minute discovery calls booked through Calendly, followed by Navigator-led onboarding. Revenue comes from recurring monthly membership fees (MVP tier at $2,500/month) plus the capital deployment economics embedded in StepUp Transitions, with the firm carrying minority equity stakes on its own balance sheet. The firm is bootstrapped, with 11-50 employees and no disclosed venture or private-equity backing.

Name

Health Professionals Alliance

Legal name

Health Professionals Alliance Inc.

Website

https://hpamembers.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Health Professionals Alliance is a private membership organization that helps independent dental practice owners monetize equity through minority buy-ins (StepUp Transitions) while retaining control, supported by Navigator coaching and a vendor partner ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. MVP Membership Fees: HPA generates revenue through monthly membership fees charged to dental practices. The MVP (Maximum Value Practice) Tier is priced at $2,500/month. This is a recurring subscription revenue model where fees are billed monthly based on the selected membership tier. Optional services or third-party offerings may be billed separately.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Health Professionals Alliance operates the StepUp Transitions® program, a two-step transition framework in which HPA acquires a 20–49% minority equity stake in independent dental practices so owner-dentists can monetize equity while retaining majority ownership and full clinical/operational control. Members are paired with a dedicated Navigator through the Navigator Program and receive structured operational optimization via the Maximum Value Practice (MVP) Program, with access to the HPA Member Portal, procurement tools, and a matched-buyer exit.

Product overview

Health Professionals Alliance operates as a unified platform combining a practice transition program (StepUp Transitions®) with operational optimization services. The core offering consists of the StepUp Transitions® program—a two-step process where HPA buys a minority stake (20-49%) in dental practices while dentists retain majority control—paired with the Navigator Program providing dedicated coaching throughout the journey. The Maximum Value Practice (MVP) Program delivers a structured 30/60/90-day execution framework for operational optimization. Members access these services through the HPA Member Portal, which includes marketplace, community, news, and event features, along with HPA's procurement software for vendor consolidation and cost management.

Differentiator

Problem solved

Functional benefit

Brands

• StepUp Transitions®: A two-step transition program for independent dental practices enabling dentists to monetize equity while retaining control, with a minority buy-in followed by a maximum-value exit on the dentist's timeline.

Products and services

• StepUp Transitions® A two-step practice transition program for independent dental practice owners in which HPA acquires a minority (20–49%) stake in the practice, allowing dentists to capture a financial win now, keep majority ownership, and exit at maximum valuation on their own timeline.
• Navigator Program A dedicated practice coaching program in which each member is assigned a Navigator who guides the practice through Discovery, Practice Analysis, Staff SWOT Analysis, Blueprint & Initiatives, and Ongoing Accountability, tracking key practice metrics across the StepUp Transition journey.
• Maximum Value Practice (MVP) Program A Navigator-led strategic optimization program for dental practice owners, delivered through a structured 30/60/90-day execution framework that includes procurement consolidation, merchant processing optimization, revenue opportunity identification, staff training, and construction of a 12–36-month strategic roadmap.
• HPA Member Portal A password-protected central hub for HPA members that provides access to a marketplace, community forums, a member map, news, events, staff directory, company roadmap, and procurement tools.
• HPA Procurement Software A centralized procurement platform that enables members to consolidate vendor relationships, import purchasing history, compare pricing against HPA partner pricing, and track savings through dashboards.

Quantifiable outcome

• Supply cost reductions averaging approximately 20% based on historical benchmarks through the MVP program
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

28 partnerships are on record, tiered minor.

• Merit WealthminorStrategic or Co-development PartnerWealth management or financial advisory partner that became part of the HPA ecosystem. Listed on the HPA roadmap as a partner starting January 2020.
• Greensail TransitionsminorStrategic or Co-development PartnerPartner specializing in practice transitions that became part of the HPA ecosystem in March 2020.
• Numana SEOminorGTM or Marketing PartnerSEO/marketing partner that joined the HPA ecosystem in March 2020, providing marketing support services to member practices.
• RX2LiveminorStrategic or Co-development PartnerPartner in the HPA ecosystem as of September 2020.
• GNSAminorStrategic or Co-development PartnerPartner that became part of the HPA ecosystem in September 2020.
• Juris Law LLPminorImplementation/ SI/ Consulting PartnerLegal services partner providing legal support to HPA members. Partner since March 2021.
• AMEXminorStrategic or Co-development PartnerAmerican Express partnership for payment processing or financial services. Partner since April 2021.
• HR for HealthminorImplementation/ SI/ Consulting PartnerHR services and compliance partner for dental practices. Partner since September 2021.
• Practice Enhancement GroupminorStrategic or Co-development PartnerPractice enhancement and consulting partner. Partner since October 2021.
• AllercareminorStrategic or Co-development PartnerAllergy care services partner for dental practices. Partner since October 2021.
• Crossroads Tax AdvisorsminorImplementation/ SI/ Consulting PartnerTax advisory and accounting services partner. Partner since November 2021.
• VVRXminorStrategic or Co-development PartnerPartner in the HPA ecosystem as of November 2021.
• NBD AirminorStrategic or Co-development PartnerPartner in the HPA ecosystem as of January 2022.
• Wonderist AgencyminorGTM or Marketing PartnerDental marketing agency partner. Partner since January 2022.
• Medical Risk ServicesminorImplementation/ SI/ Consulting PartnerMedical risk and insurance services partner. Partner since January 2022.
• Crazy DentalminorChannel Partner/ Reseller/ DistributorDental supplies distributor/reseller partner. Partner since January 2022.
• Align TechnologyminorStrategic or Co-development PartnerClear aligner and dental technology company. Partner since February 2022.
• GlidewellminorStrategic or Co-development PartnerDental laboratory partner providing restorative solutions. Partner since May 2022.
• OrascopticminorStrategic or Co-development PartnerDental optics and equipment partner. Partner since June 2022.
• Ascent PGSminorStrategic or Co-development PartnerPartner in the HPA ecosystem as of July 2022.
• Capacity Commercial GroupminorStrategic or Co-development PartnerCommercial services partner. Partner since July 2022.
• Cascade BiomedicalminorStrategic or Co-development PartnerBiomedical/medical devices partner. Partner since August 2022.
• UltraDentminorStrategic or Co-development PartnerDental products partner. Partner since August 2022.
• Atlantic Health PartnersminorChannel Partner/ Reseller/ DistributorDental purchasing/gPO partner. Partner since August 2022.
• Northwest EnvironmentalminorImplementation/ SI/ Consulting PartnerEnvironmental compliance services partner. Partner since September 2022.
• Active&Fit DirectminorStrategic or Co-development PartnerFitness/wellness program partner. Partner since September 2022.
• StraumannminorStrategic or Co-development PartnerDental implant and restorative solutions company. Partner since November 2022.
• ProsperidentminorImplementation/ SI/ Consulting PartnerDental fraud investigation and consulting services. Partner since January 2023.

Recent moves5 records

Expansion highlights5 records

Direct peers

• Membersy: Membersy is a dental membership plan management platform that helps practices launch and administer in-house membership programs. It overlaps with HPA in serving independent dental practices and operating on a SaaS/subscription basis to dentist-owned practices seeking alternatives to DSO or insurance-driven models.
• Henry Schein Professional Practice Transitions: Henry Schein operates a dedicated dental practice transition and brokerage service alongside its broader healthcare distribution business. It is the most directly comparable practice-transition intermediary for dental owners, addressing the same Step 2 exit moment that HPA structures its two-step program around.
• NexHealth: NexHealth is a patient experience and practice management platform for dental and medical practices, integrated into the HPA partner ecosystem. It targets the same independent dental practice customer with a software/platform commercial model that improves operational metrics—directly comparable to the procurement and KPI-tracking layer HPA delivers.
• Kleer: Kleer is a dental membership platform that enables independent practices to offer in-house membership plans to uninsured patients. Like HPA, Kleer serves independent dental practices with a subscription/membership commercial model and is an explicit HPA partner, addressing the same customer base through subscription economics.

Emerging players

• Levin Group: Levin Group is a dental practice management consulting firm led by Roger Levin that advises practices on operations, growth, and transitions. It is comparable to the consulting/coaching layer of HPA's Navigator Program but does not deploy capital for minority stakes, making it an adjacent rather than directly competitive player.

Broad incumbents

• Pacific Dental Services: Pacific Dental Services (PDS) is a major DSO supporting hundreds of dental practices with clinical and operational infrastructure. It competes for the same pool of independent practice owners via DSO partnership, representing the consolidated-playbook counterpart to HPA's control-preserving model.
• Aspen Dental: Aspen Dental (part of TAG - The Aspen Group) is a large, PE-backed DSO operating hundreds of branded dental offices. It serves the same end customer (dentists/patients) via the full-acquisition pathway HPA explicitly frames as the unfavorable alternative in its StepUp positioning.
• Heartland Dental: Heartland Dental is the largest U.S. dental support organization (DSO), supporting thousands of practices nationwide under a sponsorship model. It is the primary "full buyout" incumbent that HPA explicitly positions against, serving the same independent dentists but via majority acquisition rather than minority stakes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Health Professionals Alliance