FREEDOM the Dental CEO Mini‑MBA Mastermind
From practice control → a business that runs without you.
A 12‑month Mini‑MBA built for dental practice owners who are ready for growth, profit, and leadership mastery. This isn’t theory, it’s LEADS Advanced Integration, where you build the playbooks and systems that turn your practice into a thriving business that runs with leaders, not just you.
You’ve Built the Foundation. Now It’s Time to Scale.
Year 1 gave you control:
- You clarified your vision.
- You got a handle on your numbers.
- You installed systems that made daily chaos manageable.
- You began leading instead of reacting.
But stopping here is like laying a foundation and never building the house.
Year 2 is about growth, profit, and leaders.
- Leaders who run meetings and own KPIs so you don’t have to.
- Financial dashboards that show you exactly where to invest and grow.
- Marketing engines tied to profitability, not just patient volume.
- Rhythms that let the practice scale while you finally step into the CEO role.
Your practice has momentum right now. If you pause, you risk sliding back into old patterns. But if you lean in, you’ll create something far more powerful: a business that grows with leaders, not just with you.
Year 1 was about control.
Year 2 is about freedom.
Monthly Rhythm
You don’t need more theory. You need a structure that ensures what you learn gets implemented in your practice—fast.
Every month follows a clear rhythm so learning turns into results:
- Framework – Learn a proven model (EOS, Profit First, Who Not How, Gap & Gain).
- Activity – Apply it in a guided workshop to your own practice.
- Books – Pull key insights from the best business classics, with optional deeper reading.
- Deliverables – Walk away with tools that works: dashboards, scorecards, calendars, growth plans.
By year’s end, these deliverables stack into your Dental CEO MBA Binder—a complete system for growth and leadership.
Class Schedule
Classes Start: Tuesday, December 2nd at 7:00 PM EST
Our live sessions meet on the 1st and 3rd Tuesday of every month at 7:00 PM Eastern. This consistent rhythm makes it easy to plan ahead while keeping the momentum strong.
Each class is a mix of teaching, workshops, and hot seats, so you’ll walk away not just with new ideas, but with tools already built for your practice. And if you can’t make a session live, you’ll have access to the full replay library so you never miss a step.
Got Questions? Let’s Talk.
Sometimes the easiest way to know if this is the right next step is to have a real conversation. If you’re wondering whether Year 2 is the right fit for you, your team, or your practice goals, let’s connect.
👉 Book a 30-minute call and we’ll walk through your questions, your goals, and whether this Mini-MBA is the right next move for you.
You don’t have to decide alone—let’s figure out what’s best for your growth together.
Year 2: LEADS Advanced Integration – Monthly Flow
Year 2 builds on your foundation, taking you further into growth, profit, and leadership mastery. Over 12 months, you’ll follow the LEADS framework through four advanced quarters:
Quarter 1 – Lead with Vision (Finance & Strategic Leadership)
We begin the year by helping you redefine your Vision/Traction Organizer, anchoring it not just in clarity but in measurable growth. You’ll sharpen your long-term benchmarks around revenue, profit, and impact, and then shift into Future Self and CEO identity work, learning to step away from the operator mindset and into your highest-value leadership role. By the end of the quarter, you’ll have built a one-page CEO financial dashboard that gives you clarity on profit, KPIs, and growth levers, setting the tone for your year.
Month 1 – Redefining the VTO for Growth
We start the year by revisiting your Vision/Traction Organizer and tying it directly to growth and profitability. You’ll set clear benchmarks for revenue, profit, and impact so you know exactly what you’re building toward in the next three to five years.
Month 2 – Future Self Identity & CEO Thinking
This month, you’ll shift from operator to Dental CEO. Using Be Your Future Self Now and The Gap and the Gain, you’ll design the identity of the leader you’re becoming and create a growth map for your next chapter.
Month 3 – Building Your CEO Financial Dashboard
Numbers stop being overwhelming and start becoming empowering. You’ll create a one-page financial dashboard that tracks your practice’s most critical KPIs, profit drivers, and growth levers—your CEO cockpit.
Quarter 2 – Empower Your Team (HR & Leadership Development)
This quarter is about shifting accountability off your shoulders and into the hands of your team. We’ll reimagine your Accountability Chart through Who Not How, making sure the right people own the right results. You’ll introduce team-owned scorecards and Open Book Management so that financial and operational goals are transparent and shared. Finally, you’ll focus on building leadership bench strength—identifying and developing emerging leaders who can run meetings, manage KPIs, and drive growth alongside you.
Month 4 – Who Not How & the Advanced Accountability Chart
This month is about building leverage through others. You’ll redesign your Accountability Chart to clarify who owns Rocks, KPIs, and results, ensuring the right people are in the right seats.
Month 5 – Team-Owned Scorecards & KPIs
Instead of holding all the accountability yourself, you’ll introduce Open Book Management and team-owned scorecards. Your leaders will begin tracking financial and operational KPIs that tie directly to growth.
Month 6 – Building Leaders at Every Level
Leadership isn’t just for you. This month you’ll identify, train, and empower your next tier of leaders, creating a bench that can run meetings, hold accountability, and scale with you.
Quarter 3 – Attract Patients & Develop Systems (Marketing & Operations)
Here, we marry marketing with financial systems to ensure growth is both predictable and profitable. You’ll create a profit-driven marketing strategy that aligns your ideal patients with your most valuable services. Next, you’ll build referral and loyalty systems, along with advanced funnels that generate consistent new patients. We’ll then introduce Profit First and cash flow scaling, giving you a framework to allocate profit quarterly, reinvest wisely, and forecast growth with confidence. By the end of the quarter, you’ll have a Growth & Profitability Playbook unique to your practice.
Month 7 – Profit-Driven Marketing Strategy
You’ll shift from chasing volume to designing a marketing strategy built for profit. By clarifying your ideal patients and positioning, you’ll align growth efforts with your most valuable opportunities.
Month 8 – Funnels, Loyalty Programs & Referral Systems
This month focuses on predictable growth. You’ll build internal referral systems, loyalty programs, and external funnels that keep new patients coming consistently—without relying on one-off campaigns.
Month 9 – Profit First & Cash Flow Scaling
This is where finance meets growth. Using Profit First and cash flow frameworks, you’ll set up quarterly profit allocations, build a cash flow forecast, and establish reinvestment systems to fund scaling.
Quarter 4 – Sustain Yourself (Sustainability & Scale)
We close the year by focusing on the rhythms that sustain growth and leadership without burnout. You’ll design your ideal CEO week, weaving in practices from The Gap and the Gain and Essentialism to create focus, energy, and meeting-free space. From there, we’ll help you design scalable structures for multi-doctor practices or expanded services while protecting your energy. Finally, you’ll complete your Growth Sustainability Playbook, a long-term plan that ensures your leaders, systems, and rhythms continue to scale the practice well beyond Year 2.
Month 10 – CEO Rhythms & Sustainable Growth
This month, you’ll build rhythms for celebration, focus, and sustainability. With practices from The Gap and the Gain and Essentialism, you’ll design your ideal CEO week, including meeting-free days and delegation habits.
Month 11 – Scaling Without Burnout
You’ll map out how to expand services, grow multi-doctor leadership, or integrate associates without burning out. The focus is on scaling smarter, not harder.
Month 12 – Sustaining Growth with Leaders
We close the year by creating your Growth Sustainability Playbook—a plan that ensures your leaders, systems, and rhythms keep scaling the practice well beyond Year 2.
About Valerie Woo Consulting
Valerie Woo Consulting is dedicated to fostering transformative success through deep connections and a service-oriented approach, where true prosperity is built on treasured relationships and meaningful interactions.
The company's vision emphasizes the importance of personal wellness as a foundation for business success, advocating for a balance of physical and mental health to enhance leadership and impact. Core values center on empathy, continuous growth, integrity, collaborative success, and maintaining a balance between professional achievements and personal well-being, with a focus on creating a lasting legacy and positive community impact.
Gallup Certified CliftonStrengths Coach
As a Gallup-Certified CliftonStrengths Coach, I help dentists and their teams identify and maximize their unique talents. By focusing on what you naturally do best, we create a strengths-based culture that fosters collaboration, productivity, and job satisfaction.
Whether in leadership development or team workshops, my approach empowers every member of your practice to lead from their strengths.
International Association of Dental Life Coaches
As a member of the International Academy of Dental Life Coaches, I bring a whole-person approach to coaching dental professionals.
This training combines business strategy with mindset and lifestyle integration—helping you not only achieve practice growth but also find balance, fulfillment, and long-term sustainability in your personal and professional life.
Leadership & Practice Growth CE Educator
I’m an Continuing Education (CE) instructor specializing in leadership and practice growth for dentists. Through interactive CE courses, I teach proven strategies in vision setting, team empowerment, systems development, and sustainable growth.
My sessions are designed to be practical and actionable, so you can return to your practice ready to implement changes that drive measurable results.
