KLAS Solutions
KLAS Solutions is a privately held, founder-owned dental practice consulting firm that provides coaching, practice transitions, real estate representation, and tax/accounting services to US dental practice owners across the full career lifecycle. The company serves dentists nationwide, integrating partnerships in payments, financial planning, and compliance.
- Company typePrivate
- Founded-
- HeadquartersSaginaw, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What KLAS Solutions does
KLAS Solutions, LLC is a privately held, founder-owned dental practice consulting firm headquartered in Saginaw, Michigan, operating across the United States. Founded by Phil Cole, who brings 22+ years of dental industry experience and 6+ years in the Top Producer Club, the company positions itself as an end-to-end lifecycle partner for dentists, offering four core service pillars: dental coaching (Practice Health Assessment, 1:1 Virtual Training, On-site Performance Modules, Personalized Performance Plans, Dental Entrepreneur Program, and Pulse Performance Program), dental practice transitions (Buyer Advocate Program, Lifetime Practice Valuation, associate placement), real estate representation, and tax/accounting services. KLAS also operates a practice listings marketplace (klaspracticetransitions.com), a 56+ episode dental education podcast, a monthly newsletter, and partner-driven services such as KLAS Pay (BlueSwipe) payment processing.
The underlying technology is minimal: KLAS does not build a proprietary platform, and service delivery is advisor-led, leveraging remote/virtual coaching, on-site engagements, and standardized forms for buyer/seller/practice intake. The technology stack is limited to a Kajabi-hosted website, a Pipedrive-hosted transition NDA form, a Bizequity valuation portal, and third-party integrations for payments and listings. The business model is professional services, with quote-based pricing on consulting/coaching engagements, brokerage economics on practice transitions, commission-based real estate representation, and recurring client relationships in tax/accounting and coaching retainers. The company goes to market through direct sales (phone, web inquiry forms, complimentary consultation), partner referrals (Blue Water Dental Advisors, Apex Payment Solutions, Plan Forward, Simmons Safe, Burkhart, DHP, Safco, Dental City), and content-led demand generation (podcast, newsletter, blog, events, webinars).
KLAS targets four primary customer segments within the dental vertical: existing practice owners seeking operational improvement, dentists buying a practice, dentists selling a practice, and dentists starting a new practice. The firm employs 23 people with a 15+ person named professional team representing 300+ years of combined dental industry experience. The company is privately funded, with no disclosed outside investment, and operates as a simple closely-held LLC whose expansion is funded through operating cash flow.
KLAS Solutions firmographics
Firmographics- Name
- KLAS Solutions
- Legal name
- KLAS Solutions, LLC
- Website
- https://klassolutions.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- KLAS Solutions is a privately held, founder-owned dental practice consulting firm that provides coaching, practice transitions, real estate representation, and tax/accounting services to US dental practice owners across the full career lifecycle. The company serves dentists nationwide, integrating partnerships in payments, financial planning, and compliance.
- Ownership category
- akta.pro rank
KLAS Solutions industry classification
Industry- Product category
- Dental Practice Consulting
- NAICS
- Offices of Dentists (62121)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)
Keywords
Where KLAS Solutions is headquartered
LocationHeadquarters
- HQ city
- Saginaw
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
KLAS Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Dental Coaching & Consulting Services: Coaching programs including 1:1 Virtual Training, On-site Performance Modules, Personalized Performance Plans, Dental Entrepreneur Program, and Pulse Performance Program (KPI management). Revenue generated through consulting and coaching fees.
- Dental Practice Transitions: Practice buying, selling, and startup advisory services including Buyer Advocate Program, Lifetime Practice Valuation, and associate placement. Revenue generated through transition consulting and brokerage services.
- Real Estate Services: Dental practice real estate representation for buyers/tenants and sellers, including lease negotiation and assignment services.
- Tax & Accounting Services: Comprehensive bookkeeping, payroll management, tax strategy and preparation, and financial reporting for dental practices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom professional services engagements - pricing not publicly disclosed |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
KLAS Solutions product offering
Product offeringCore offering
KLAS Solutions provides coaching, consulting, transitions, real estate, and tax/accounting services exclusively to dental professionals and dental practice owners. Its offerings span the full practice lifecycle, from startup planning and operational coaching through practice sales, buyer advocacy, real estate representation, and ongoing tax and bookkeeping services. The firm differentiates through dental-specific expertise with 300+ years of combined team experience and a Lifetime Practice Valuation program.
Product overview
KLAS Solutions is a dental practice coaching and consulting company offering a comprehensive suite of services for dentists throughout their career lifecycle. The portfolio includes four core service pillars: Dental Coaching (Practice Health Assessment, 1:1 Virtual Training, On-site Performance Modules, Personalized Performance Plans, Dental Entrepreneur Program, Pulse Performance Program), Dental Transitions (startup guidance, practice buying/selling, buyer advocacy, lifetime valuation), Real Estate Services, and Tax/Accounting. Supporting content products include a dental education podcast with 56+ episodes and a monthly newsletter. The company also operates a practice and associateship listing marketplace. Services are delivered by a team with over 300 years of combined dental industry experience, led by founder Phil Cole.
Differentiator
Problem solved
Functional benefit
Products and services
- Dental Coaching Coaching engagement for dental practice owners that includes a Practice Health Assessment, 1:1 Virtual Training, On-site Performance Modules, a Personalized Performance Plan, the Dental Entrepreneur Program, and the Pulse Performance Program for KPI management. Designed for dentists seeking to improve operations, profitability, team performance, and reduce insurance dependency.
- Dental Transitions End-to-end advisory service for dental practice transitions, covering startup formation, practice buying and selling, buyer advocacy, and lifetime practice valuation to support dentists through every stage of ownership change.
- Buyer Advocate Program Dedicated buyer-side representation for dentists acquiring a practice, including evaluation, due diligence, financing coordination, and acquisition support, designed to counterbalance seller-side brokerage representation.
- Lifetime Practice Valuation Complimentary dental practice valuation service that is updated for free for the lifetime of the practice, supporting long-term transition planning and ongoing benchmarking for dental practice owners.
- Dental Practice Real Estate Services Real estate representation for dental practices, providing buyer/tenant and seller processes, lease negotiation, and assignment support for dental office locations.
- Tax and Accounting Services Bookkeeping, payroll management, tax strategy and preparation, financial reporting, and business consulting services designed for the financial and tax needs of dental practices.
- Web Marketing Digital marketing services for dental practices, including SEO, direct mail, and guidance on selecting and managing a marketing company, focused on new patient acquisition.
- Practice Listings Listing platform for available dental practices for sale and associateship opportunities, supporting KLAS Solutions' transition brokerage activities.
- Associate Placement Matching service that connects dental associates with practices seeking new associates, supporting staffing and career placement for dentists.
Quantifiable outcome
- One transition was completed in 8 weeks
- +5 more outcomes
Companies that use KLAS Solutions
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
KLAS Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
KLAS Solutions partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Plan ForwardcorePlan Forward is a dental membership plan platform co-founded by dental experts. Plan Forward enables practices to offer in-house membership plans, providing patients with discounted services while generating recurring revenue. KLAS refers clients to Plan Forward and collaborates on educational content (Episode 42 of KLAS podcast featured Plan Forward's Co-Founder).
- Simmons SafecoreSimmons Safe, led by CEO Angela Simmons, provides OSHA, HIPAA compliance, and risk assessment services for dental practices. Featured on KLAS podcast (Episode 44) discussing compliance requirements. KLAS partners with Simmons Safe to provide comprehensive compliance support as part of their service ecosystem.
- Burkhart DentalminorBurkhart Dental is a dental supplies and equipment distributor. Listed as a partner on KLAS partner page, suggesting mutual referral arrangement for dental practice clients.
- DHP SupplyminorDHP Supply is a dental supplies distributor. Listed as a partner on KLAS partner page with mutual referral arrangement.
- Safco DentalminorSafco Dental is a dental supplies distributor. Listed as a partner on KLAS partner page with mutual referral arrangement.
- Dental CityminorDental City is a dental supplies and equipment distributor. Listed as a partner on KLAS partner page with mutual referral arrangement.
- Blue Water Dental AdvisorscoreBlue Water Dental Advisors, founded by Steven Huskey and Brandon Wilson, provides dental-specific financial planning, exit planning, and wealth management services. Featured extensively on KLAS podcast (Episodes 21, 35). They act as 'quarterback' or 'conductor' for dental practice financial ecosystems, integrating with KLAS's transition and practice management services. Both firms serve as trusted referral sources for each other's dental-specific services.
- Apex Payment SolutionscoreApex Payment Solutions, co-founded by Dr. Zachary Allmand and Mark Wikkerink, provides dental-specific merchant services, payment processing, automated payment plans, and practice management integrations. Features interchange-plus transparent pricing, surcharge/cash discounting programs, and 24/7 US-based support. KLAS refers dental practice clients to Apex for payment processing solutions, and Apex refers buyer/seller clients to KLAS for transition services.
Scale indicators5 records
Recent moves12 records
Expansion highlights15 records
KLAS Solutions competitors and assessment
Company assessmentEmerging players
- Weave: Weave provides a patient communication and practice management platform for dental and medical offices, embedding marketing and patient engagement tools that overlap with KLAS's marketing services offering.
- Dental Intelligence: Dental Intelligence is a SaaS analytics platform that helps dental practices track KPIs, patient acquisition, and production metrics, representing a tech-enabled adjacent competitor to KLAS's KPI coaching programs.
Others
- Blue Water Dental Advisors: Blue Water Dental Advisors provides dental-specific financial planning and exit planning, operating as a referral partner of KLAS while serving the same dentist customer base with complementary wealth management services.
Broad incumbents
- Henry Schein: Henry Schein is a large dental supply distribution and practice solutions company offering technology, consulting-adjacent services, and practice management software to dental practices, representing a broader incumbent in the dental services ecosystem.
Direct peers
- Jameson Management: Jameson is a dental practice management consulting firm offering coaching, marketing, and operational support to dental practices, serving the same core customer segment as KLAS.
- McKenzie Management: McKenzie Management provides dental practice management consulting, including scheduling, collections, and team training, competing directly with KLAS's coaching modules.
- MGE Management Experts: MGE is a long-established dental practice management consulting and training firm that coaches dentists on practice growth, new patient acquisition, and team performance, directly overlapping KLAS's coaching pillar.
- Nierman Practice Management: Nierman Practice Management provides dental practice consulting, including medical billing for dental practices and practice growth services, serving the same dental practice owner customer as KLAS.
- The Madow Group: The Madow Group provides dental practice coaching, speaking, and content resources targeting private practice dentists, competing for the same coaching and transition advisory wallet share as KLAS.
- Fortune Management: Fortune Management delivers dental practice coaching, leadership training, and business development programs to dentists nationwide, paralleling KLAS's coaching and entrepreneur program offerings.
Market position
Strengths1 record
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
KLAS Solutions social profiles
Digital presenceKLAS Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
KLAS Solutions leadership team
Management profileNumber of profiles
Profiles6 records
KLAS Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KLAS Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KLAS Solutions
What does KLAS Solutions do?
KLAS Solutions provides coaching, consulting, transitions, real estate, and tax/accounting services exclusively to dental professionals and dental practice owners. Its offerings span the full practice lifecycle, from startup planning and operational coaching through practice sales, buyer advocacy, real estate representation, and ongoing tax and bookkeeping services. The firm differentiates through dental-specific expertise with 300+ years of combined team experience and a Lifetime Practice Valuation program.
Is KLAS Solutions a public or private company?
KLAS Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was KLAS Solutions founded?
KLAS Solutions was founded in -1. It employs 11 to 50 people.
Where is KLAS Solutions based?
KLAS Solutions is headquartered in Saginaw, United States, in the North America region.
How does KLAS Solutions make money?
Four revenue lines are on record. Dental Coaching & Consulting Services are the primary driver. The others are dental Practice Transitions, real Estate Services and tax & Accounting Services.
Who are KLAS Solutions's main competitors?
Emerging players on record are Weave and Dental Intelligence. Blue Water Dental Advisors is listed as an others. Henry Schein is listed as a broad incumbent. Direct peers are Jameson Management, McKenzie Management, MGE Management Experts, Nierman Practice Management, The Madow Group and Fortune Management.
Does KLAS Solutions have an API?
No public API is recorded for KLAS Solutions.
What industry is KLAS Solutions in?
KLAS Solutions's product category is Dental Practice Consulting. Its primary akta.pro industry code is HLABAKAN, Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms). Its NAICS code is 62121 and its SIC code is 8742.