Sell a dental lease cost review
A dental lease cost review is a narrow service.
It tests landlord charges against signed lease terms.
Keep payroll, supplies, and payer work in other lanes.
Helsell Fetterman explains that NNN dental leases may add CAM. They may also add taxes and insurance.
The signed lease sets the true scope.
Use a fit card
Give every client request one fit card.
| Cost lane | Source | Owner | Result |
|---|---|---|---|
| Base rent | Lease and rent bill | Consultant | Note only |
| Landlord CAM | Lease and CAM statement | CAM reviewer | Review |
| Direct utilities | Utility bill | Bookkeeper | Tie out |
| Staffing | Payroll file | Practice advisor | Other work |
| Supplies | Vendor bill | Practice advisor | Other work |
| Payer issues | Billing file | Billing advisor | Other work |
Do not mix these lanes. One high cost does not prove another.
This card makes the client ask clear. It also defines your fee scope.
Screen the client
Start with five questions.
- Does the client lease the dental office?
- Did the landlord send a CAM statement?
- Does your file hold the full signed lease?
- Does your file hold all signed changes?
- Does the client want this review?
A missing lease is a stop. A missing statement is another stop.
Do not start lease math without both sources.
Build the file set
Ask only for records tied to the site.
- Signed lease
- All signed changes
- CAM statement
- Landlord cost support, if held
- Rent payment record
- Statement delivery proof
Cirrus describes a dental lease review with dates and risks. It also describes a clear action plan.
That source covers broad lease work. Your CAM service stays narrower.
Do not ask for patient records. They do not prove landlord costs.
Set four outcomes
Each fit card should end with one result.
| Result | Use it when | Next step |
|---|---|---|
| Ready | Core source files are present | Set the review scope |
| Needs files | A core source is missing | Ask for that file |
| Counsel review | Lease meaning is unclear | Send the clause to counsel |
| Other work | The issue is outside CAM | Route it to its owner |
Do not turn Needs files into Ready. The stop protects your scope.
Walk a sample card
This example is fictional. The names are made up.
Oak Street Dental leases one office. It has a CAM statement.
The signed lease is present. One signed change is missing.
The fit result is Needs files. The consultant requests that change.
The client also asks about supply costs. That request goes elsewhere.
No patient or payer file enters the CAM review.
Package the service
Sell a defined work product.
- Fit card
- Source file list
- Lease term record
- CAM charge review
- Source linked review items
- Branded client report
- Next decision list
Do not promise a finding. The review may confirm the bill.
Use the dental site queue for many offices.
Tie payments with the dental cost worksheet.
Add deal checks with the DSO diligence guide.
Place the fit card in the dental consultant service map.
Use the franchise consultant page to name the client offer.
The franchise resource hub adds lease cost guides.
The Practice Growth hub can route other firm needs.
Where CAMAudit fits
Dental consultants own the full cost review. They set the client fee.
CAMAudit reads the chosen lease and CAM files. It may flag review items.
It cites source lines and runs fixed math. Your firm checks each item.
Your firm reviews and signs the branded CAM audit. You deliver it.
A checked item may support a dispute letter draft. Your firm reviews it.
It is not legal advice. Have counsel review before sending.
Set intake and delivery in the service line guide.