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Serendequity Partners founder Dr. Anthony Naranja, former Chief Clinical Officer, talks about optimizing clinical models and strategic business planning. Anthony J. Naranja, DDS Sep 22, 2023

DSOPro Exclusive

Optimizing Clinical Models Aids Strategic Business Planning and Scaling


Growth Opportunities

At Serendequity, we pride ourselves on providing top-notch strategic business planning services to organizations seeking to achieve growth and success. Our team of seasoned experts possesses extensive knowledge in the dental industry, and we work closely with our partners to ensure that all our clients get the best possible outcomes. Whether you're an investor looking for promising companies or a company seeking investment, we've got you covered. With a keen eye for detail and a knack for making successful matches, we guarantee that you'll get the optimal results that you desire. So why not partner with Serendequity today and take the first step towards achieving your business goals?




Serendequity Partners consulting assesses and improves a dental organization's efficiency, productivity, and profitability. This includes evaluating operational processes, staff management, and developing strategies to enhance patient outcomes, revenue, and staff satisfaction. We collaborate with the team to create a personalized plan that meets the organization's needs and goals. Allow us to mind map a solution for you today.

At Serendequity Partners, embark on a transformational journey where serendipity and equity are the guiding principles for your business growth and success. Serendipity represents the unexpected discoveries and fortunate encounters that can lead to transformative breakthroughs. Equitable opportunities ensure that these discoveries are valuable and profitable with accessibililty to businesses of all sizes and stages. Whether you are a startup looking to disrupt the market or an established corporation seeking to adapt to the ever changing business landscape, Serendequity Partners is your trusted partner. Experience the power of unexpected discoveries and valuable opportunities and unlock your organization's full potential.

Strategic Business Planning

Our team of experienced professionals offer strategic guidance to help dental organizations forge valuable partnerships with vendors, investors, and other providers. We understand the challenges that come with implementing new technology, expanding services, or preparing for an acquisition or funding partnership. Our goal is to offer personalized support and guidance tailored to your unique needs. Count on our team to help you navigate market trends, identify potential partners, and develop a roadmap that positions your dental organization for long-term success. With our proven track record of delivering value-driven results, you can trust us to help you achieve your goals. Contact us today to learn more about how we can assist your organization.

Oral Med

We are thrilled to introduce you to the game-changing Oral Med product, an innovative revenue cycle management tool that is designed to transform the medical billing process for surgical procedures within the oral cavity. Our state-of-the-art software and proprietary algorithm are all geared towards ensuring that you achieve the highest quality patient outcomes while at the same time increasing revenue and access to care. With Oral Med, you are assured of a revolutionary approach that will help streamline your medical billing process, making it more efficient than ever before. We are confident that Oral Med will take your practice/organization to the next level of excellence. Join us today and experience the power of innovation!

Optimization Toolkit

Introducing the Optimization and Analytics Toolkit, a powerful solution designed to revolutionize your business operations and overall profitability. Its a combination of data driven features working with your practice management software, advanced analytics, revenue cycle management processes and intuitive calculators to help optimize and streamline your operations. Our team of professionals provide advice on operational procedures, marketing strategies, and educational insights to enable fulfillment of distinctive goals. With our expert guidance, support and the power of the Optimization Toolkit, healthcare professionals can accomplish their career objectives and foster a rewarding and empowered experience.

Data Analytics & Reporting



Predictive models use historical revenue, future appointments, and markerting data to predict future revenue

Price Volume Mix 

Using historical revenue and unit sales to understand the impact of price, volume, and mix on revenue performance

Customer Affinity ( Basket Analysis) 

Understand the purchasing behavior of customers.  Do customers tend who purchase one type of product tend to also purchase another?

Marketing Attribution 

By linking marketing data to point of sale data, we can better understand which marketing programs are resulting in revenue gains.

Program Analysis 

Pre/Post, Return on investment, Causal Analysis

Customer 360 

Understand your customers journey from marketing programs, to phone calls, to appointments, to revenue.  Customer retention, prior vs new customer value, number of marketing touches prior to customer conversion, conversion and revenue by marketing journeys



Standard Reporting 

Marketing, Finance, Clinical, & Operations

Data Consolidation 

Consolidation of disparate data sources to provide a single version of the truth

Data Governance

Implement data governance best practices across your organization

Master Data Management 

Create and manage single records of truth for locations, products, prices, etc.

Data Quality

Cleanse and enhance data to ensure accurate and effective reporting

Key Performance Indicator 

Development and tracking of KPI’s


Serendequity Education

Having the proper skills to be an effective clinician is crucial in ensuring top-quality patient care and predictable outcomes. Keeping up with current trends, innovations, and technologies in the dental field can be a daunting task. Let us assist you in developing an education and training plan that aligns with your current clinical status. Through our partnership with cutting-edge educators and vendors, we provide the most comprehensive training and development programs to advance your career. Let us guide you in attaining the necessary skills to excel in your field and provide the best care to your patients.

We cover these Services

Serendepitous & Equitable Opportunities

Strategic business services , implementation, project management

revenue cycle management & optimization

Dental innovation and technology implementation and Retention strategies

dental practice & operational support

Data governance, analytics and reporting

Marketing, media strategy, Video and media development

Doing the right thing, at the right time.

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Serendequity Partners Team

Anthony Naranja DDS


Anthony J Naranja DDS, President of Serendequity Partners, is a seasoned dental professional and former executive within a large Dental Support Organization (DSO) with extensive knowledge and expertise in the field. With over 25 years of navigating solo practices, multi-office setups, and large-scale dental support organizations, he has gained invaluable operational and clinical insights. His passion for dentistry has led him to develop and implement proven tools and strategies to deliver outstanding outcomes, elevating the overall dental experience. He blends clinical excellence with operational acumen to achieve success in various dental settings. His commitment to continuous improvement and innovation has allowed him to stay at the forefront of the dental industry, driving tangible results. In summary, he is dedicated to optimizing the patient and practice experience, and his expertise and skills will benefit dental practitioners and organizations alike.

Joseph Horvath

Analytics & Reporting

Joseph Horvath, is an experienced IT and Analytics professional. Over the last decade, he has been helping businesses leverage their applications and data to optimize operations, marketing, clinical and financial outcomes. He partners with leadership teams and subject matter experts to deliver comprehensive business intelligence solutions that provide a single source of truth, are accurate and timely, and provide meaningful insights. With over eight years working with DSO's, he leverages deep industry expertise with the latest technologies and best practices to build platforms to help organizations with ongoing reporting and analytics, connecting the dots between difference applications - multiple practice management systems, financial applications, and marketing applications - to provide a comprehensive view of the business. He is a strategic business partner focused on people first, simplification of systems and processes, unlocking data and disseminating insights

John Poovey DMD

Oral Med

Dr. John Poovey, President/Founder of Oral Med, is a distinguished authority in the field of medical necessity based billing. With his expertise and know-how, he has successfully patented a state-of-the-art proprietary software system and IP that focuses on the standardization of coding for increased compliance, and seamless integration within dental practices. Dr. Poovey is renowned for his unparalleled ability to analyze and review patients, as well as his exceptional knowledge of the interrelationships between oral infections and underlying comorbidities. This has resulted in his remarkable success in billing for oral surgery, and has earned him priceless opportunities to serve as a Key Opinion Leader and advisor for various companies. Dr. Poovey is a firm believer in collaborative treatment. Dr. Poovey’s unwavering passion for education in improving oral health, as it relates to improvements in patients overall well-being, is the hallmark behind his success in the field.

Briney Gunshore


Briney is an experienced and highly skilled Chief Operating Officer (COO) and Business Coach with an impressive track record of success in supporting individuals and companies to surpass their personal and professional goals. Briney's approach is unique in that it is data-driven and analytical, yet also takes into account the human component of the business. This means that Briney is able to identify the key issues that are holding a business back, and help address these through effective organizational change, business development, and team development strategies. What sets Briney apart is her passion for helping people to become the best version of themselves. She takes a holistic approach to coaching, supporting individuals not just in their professional lives, but also in their personal lives. Outside of work, Briney is a devoted mother and wife, who loves to spend time with her family and be a part of her children's lives. She also loves to stay active and can be found doing a variety of activities, including hiking, boating, playing soccer, doing yoga, or working out on her beloved Peloton equipment.

Emily Carranza

Practice Development & Management

Emily Carranza is a highly skilled consultant with over a decade of experience in the dental industry. . Emily's wide ranging experience includes call center management, educational content development, event management, practice management, and dental start up consulting. Emily worked alongside dental industry thought leaders, from whom she absorbed core competencies in dental practice management and growth strategies. Her accomplishments include leading the Breakaway Startup Consulting Program, where she successfully helped over 70 dentists establish their own practices. Through this venture, Emily developed a passion for assisting dentists to achieve their lifelong dream of owning and managing their own dental practices. Emily later took on the challenge of managing a strategic dental marketing agency, where she excelled in business development, account management, and business strategies.

Jay Alipit

Video & Media Development

Jay Alipit is a seasoned veteran in the film and television production industry, with an extensive 25 years of experience to his name. He has spent the past half decade deeply focused on revolutionizing media content strategies across the country, working tirelessly to deliver top-notch results for dentists, emerging and large scale DSOs alike. Throughout his illustrious career, he has worked with a broad range of clients including renowned networks such as National Geographic Television, PBS, Warner Brothers, A&E, and many other global powerhouses. Additionally, Jay is the proud founder of storYNjin, a cutting-edge social media marketing agency nestled in the heart of Washington, DC. Their guiding principle and key to success is their catchphrase: "Everything Begins with Story". By fully embracing this mantra, Jay and his team of experts have consistently produced amazing results that are sure to leave a lasting impact.

Serendequity Partners
Your partner in serendipitous and equitable opportunities
  • Serendepity

    Unexpected discoveries and fortunate encounters lead to transofrmative breakthroughs.

  • Equity

    Valuable and profitable discoveries for businesses of all sizes

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