Stephanie, I want you to know how grateful I am for you and your services! You've helped me so much and my practice is thriving! You are a rockstar. Keep it going! You are a risk-taker, and you are outstanding at helping others achieve their goals and success!

Susan Dennis DDS

We have used so many different advisors over the years and sometimes they leave a sour taste in your mouth. Stephanie has been absolutely the best advisor we have used in 20 years of practice. Such a great asset to our team. I’m hesitant to leave review because she is such a diamond in the rough and I’m afraid the secret will get out that she’s the absolute best and every practice will be fighting over her all over the country 😉
Eric McMahon DDS
The Smile Lodge Pediatric Dentistry
Stephanie has proven herself to be an extremely effective consultant in my dental business.  When entering my business to observe for the first time, she waws able to quickly identify our strengths and weaknesses and develop an action plan to implement the necessary changes needed.  She is more than capable of solving complex issues in mere minutes that have taken my front desk staff weeks to solve.  Her knowledge of business operations and insurance runs deep and she always seems to have the right connection to solve issue that cannot be resolved in house.
Since implementing said changes, the quality of my life has drastically improved.  I'm working shorter hours and producing more.  My office runs smoother with less daily headaches.
I know that as my business grows and improves, her team will be a very valuable resource to lean on to make sure I am maximizing my opportunities and never getting too complacent.  Stephanie Wright wholeheartedly received my endorsement.
James Shaheen DDS
Smiles of Grand River

Can't recommend Stephanie Wright enough. Stephanie has dramatically changed the course of my career in the best way.

Ross Nelson DDS

Newaygo Family Dentistry

Stephanie's proactive and results-driven approach to implementing effective policies has been a game changer for our office. She came in and our office and we started seeing positive results immediately. We has been working with Stephanie for 9 months now and her dedication has led to a record-breaking revenue with a 20% increase in just 6 months after years of being stagnant!  We highly recommend Innovative Advisory Solutions LLC to any dental office looking to be more profitable or looking to get policies in place to make the work flow easy and seamless.

Katie Piatt

Office Manager

I hired Stephanie as my business coach. Stephanie took the time to listen to the goals I want to achieve and began the process of taking me there.
She is an experienced individual offering expertise and more importantly offering unwavering support. The business of dentistry can be treacherous terrain. She understands the idiosyncrasies of dentistry and the challenges I face. Her knowledge then allows me to make informed decisions and avoid common pitfalls.
Stephanie steps in with perspective, challenges my assumptions, and offers constructive feedback. This is how one moves dreams forward to being an architect of your vision and then building.

Piiamari Bowers DDS

Dexter Dental Studio & Foundational Roots

I have been extremely impressed with the strategy that Stephanie has brought to my office. As we prepare to make a significant change in our practice, her analysis and motivation has given us confidence and the enthusiasm to move forward without trepidation. She is a rockstar! I could not recommend her highly enough.

Gary Scott DDS

Family Dentistry of Caledonia

In my 12 years of practice management, we’ve achieved our most tangible results through the in-house service that Stephanie Smith has provided for us. Drawing from her years of experience in the dental field, Stephanie has provided us with very insightful advice and practical suggestions. She has come to be viewed as a reliable advisor by our entire staff.

Dee Carlisle
Midwest Dental Care, Director of Operations

Stephanie is wonderful to work with and utilizes ALL of her skills to make a unique and individualized plan for your office and you as the doc based on your goals and desires. She is a coach for your entire team, helping each person find a fit that is purposeful and brings out their personal best. She has a way of truly seeing and hearing what your needs are.

Meggan McCone, DDS
Growing Smiles Pediatric Dentistry

Our office recently had the opportunity to work with Stephanie this year in cleaning house with some insurance plans. Her playbook and workflow guarantee success. She is very thorough and will not sugar coat your reediness for change or individual office pitfalls and needs. She is very different from other consultants in that she tailors your individual roadmap instead of having a cookie cutter approach. She also respects your timeline and doesn't force your hand to changes or use pushy tactics. I would definitely recommend her services!

Chas Jensen DDS

Rogue River Family Dental

Stephanie was absolutely instrumental in helping us navigate going fee for service. She is thorough in determining if this is a smart move for your practice and establishing a realistic timeline for implementation. She coordinated efforts with our entire team on and off site. She is an excellent coach in formulating the ideal wording and delivery to patient families. We never imagined the process would be as seamless as it has been. Stephanie has been amazing. I highly recommend working with her!

Sonni Pellillo DDS

Hannapel & Pellillo Orthdontics

Stephanie has been a trusted advisor for my office and team for the past few years. She takes the time to understand her clients and their concerns. Importantly, she offers constructive advice as well as a guiding hand in how to apply it.

Pat Condit DDS

Stephanie is great! She really takes the time to make sure you understand how to tackle the little details that go into running a practice. She is always there to answer questions when you need her!

Sabrina Wadood DDS

Stephanie has been a pleasure to talk and work with. She has helped me in so many ways just within the first few months starting at my new office.
She means business, and I love it!!!
She gets things done and she really does want the best for the practice!

Haley Lawrence DDS

Stephanie has helped me grow as an employee and a person who helps me do the hard things, and show how strong and confident women can be. She has helped me understand my role and helped me grow in that role as well in the last year. I highly recommend taking any guidance she has to offer. 

Shelby Scott

Treatment Coordinator

Stephanie brings a tremendous amount of value to my practice. She helped facilitate a transition to paperless charting and has become an integral coach in the interpersonal relationships within the office as well as a business advisor. She is a wealth of knowledge and incredibly responsive. We have now been working together for over two years and continue to refine systems to improve our overall patient experience.

Chris Nelis DDS

Stephanie is beyond professional and it shows. She is honest, resourceful and determined to put your practice in high gear. If you have ever considered looking into a consultant to improve the logistics and functionality in your office and help you reach your goals, this is where you need to start.

Carla Mack

Office Manager/Treatment Planner

Stephanie is always available to help with whatever questions or problems I have! Highly recommend!!

Liz Garcia DDS

I have been very impressed with how Stephanie coaches my employer through the transition of going ffs!  It’s very scary at first (I’m front office) to go to ffs. However it’s been totally worth it and I would strongly encourage an initial consultation as soon as possible to see if you can take this step with your practice.
I can’t wait to see what our future holds after the big break ups with insurance companies this year. Kudos to you Stephanie for helping dentist get what the ultimately deserve!
Jaz Shear
Office Manager

Stephanie has been fantastic in helping me every step of the way and is extremely knowledgeable. She has been irreplaceable and she will always guide you in the right direction. Definitely give her call to have her help you!

Adeep Haque DDS

Love Stephanie with Innovative Advisory Solutions! Every time I’m in a bind or need advice I Know I can count on her to walk me through it. She is currently helping me with the transition from being an RDA for 22 years to an Office Manager. I couldn’t have done it without her support and guidance. From learning the ins and outs of Dental insurance to helping a young office grow!!! Skies the limit
Carrie Todd RDA

Stephanie is amazing! She helped us merge a digital office to a computer-less office and merge two staffs to one doctor in a very short time. Her enthusiasm and belief in us never wavered. She has a way of reading people and finding strengths. I highly recommend her!

Sheila Fernandez RDH

I highly recommend Stephanie. She has been a great help for my practice. She has an amazing attitude and she is full of energy. You can tell she loves her job and she loves what she does. I look forward to continue working with her.

Bardha Krasniqi DDS

Stephanie with innovative advisory solutions is amazing at what she does!
She is precise, thorough, and concise in her delivery of practice analysis reports. Working with her is an eye opener!
Ivan Samano DDS

Stephanie and I met officially back in May 2018. I had just graduated and was opening up my own start up dental practice. Stephanie has provided me with the guidance necessary to get me going including, but definitely not limited to insurance registration as a non-par provider, employee paperwork and handbooks, listening to my vision, dreams, and goals and helping me take the necessary steps to achieve that. She has fantastic marketing ideas and is very well versed in the dental world. She can help in so many aspects of the business and I know if you reach out to her, you won't be disappointed. I feel I can trust her with helping make the best decisions for my practice.

Bri Mezo DDS

Stephanie with Innovative Advisory Solutions is remarkable at what she does! Her detailed analysis reports provided us with accurate data to improve our practice!

Lacey Savaya

Hello Stephanie!  I just want to say thank you for having coffee with me 3 years ago.  Your advice and positive encouragement has meant more than you'll ever know.  The prood is in The Dental House.  Thank you again.

Brockton Willey DDS

The Dental House

Agreement for Services with Stephanie Wright Practice Management

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Name(Required)
(“Effective Date”),
MM slash DD slash YYYY
Legal Name of Owner/Doctor:
(“Company”)
With an Address of:(Required)

Accordingly, in consideration of the mutual covenants and agreements set forth in this Agreement and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:

1. Services.

During the Term (defined below), Consultant shall provide Company with General Consulting Services, as described in Exhibit A.

Notwithstanding the foregoing, Consultant retains the right to refuse to provide any of the Services or any part of the Services requested by Company in Consultant’s sole discretion without terminating this Agreement. Company shall cooperate as may be reasonably necessary to assist Consultant’s provision of the Services, including, without limitation, execution of documents upon Consultant’s reasonable request.

2. Fees.

Fees for Services shall be as set forth in the respective Exhibits and subject to the billing guidelines (including, but not limited to, descriptions of itemized expense reimbursements) set forth in Exhibit B (“Billing Guidelines”). At Consultant’s sole discretion and from time to time, Consultant may amend the Billing Guidelines, effective immediately upon notice to Company Unless otherwise expressly provided in this Agreement, Company shall be responsible for all fees and expenses incurred in connection with the Services. Simultaneous with the execution of this Agreement, Company shall provide Consultant with Company’s credit card account information in writing, and by signing below, Company authorizes Consultant to charge such credit card account for all Services and to retain such credit card account information for any ongoing or recurring payments for Services. Company agrees that this authorization will remain in effect until the earlier of (i) the termination or expiration of the Term (defined below) or (ii) written notice given by Company to Consultant specifically revoking such authorization. Company shall immediately notify Consultant in writing of any changes to its credit card account information. Company certifies that it is an authorized user of each credit card account it provides and warrants to Consultant that Consultant may use each such credit card account pursuant to this Agreement.

To the extent permitted by applicable law, a three percent (3%) convenience fee shall be applied to each credit card transaction. Should the credit card account on file be declined, cancelled, or expired, Company (without limitation as to Consultant’s rights or remedies under this Agreement) will pay Consultant the amount due (as indicated by invoice to Company) within seven (7) days of the date the invoice is received and request for updated credit card or payment source. Company, from time to time as requested by Consultant, shall provide Consultant with an Internal Revenue Service Form 1099-MISC (or applicable form). Each party shall be solely responsible for its own federal, state, and local tax liability, if any.

3. Term and Termination; Survival.

This Agreement shall commence as of the Effective Date and shall continue thereafter for an initial term of twelve (12) months unless sooner terminated pursuant to this Section. After the end of the initial term, this Agreement will be automatically renewed for successive oneyear periods (the initial term, together with any renewal period, “Term”). Either party may terminate this Agreement at any time, with or without cause, by providing written notice to the other party pursuant to Section 9. The rights and obligations of the parties set forth in Sections 3, 4, 5, 6, 7, 10, 12, and 13, any and 2 all payments and reimbursements due to Consultant or which may become due to Consultant, and any right or obligation of any party in this Agreement which, by its nature, should reasonably survive termination or expiration of this Agreement, will survive any such termination or expiration of this Agreement.

4. Confidentiality.

Except as required under applicable law (or permitted and not subject to waiver by Company), Company agrees not to disclose or copy the terms of this Agreement or any other arrangement between Consultant and Company, including, without limitation, any terms of payment or fee agreement. For avoidance of doubt, Company may disclose the terms of this Agreement to its tax and professional advisors.

5. Intellectual Property.

Consultant may use any Intellectual Property (defined below) in Consultant’s possession in connection with providing the Services, which use shall not affect the ownership of the Intellectual Property. If Consultant creates any Intellectual Property in connection with providing the Services, such Intellectual Property shall be the exclusive property of Consultant. “Intellectual Property” includes, without limitation, all writings, technology, inventions, discoveries, processes, techniques, methods, templates, forms, formulas, designs, composition of matter, ideas, concepts, notions, improvements, innovations, research, proposals, and materials, and all other work product of any nature whatsoever, whether or not patentable, copyrightable, or entitled to trademark protection.

6. Independent Contractor; Nonexclusive Services.

It is understood and acknowledged that the Services that Consultant shall provide to Company hereunder will be in the capacity of an independent contractor and not as an employee or agent of Company. Consultant shall control the conditions, time, details, and means by which Consultant performs the Services. Consultant shall have no authority to commit, act for or on behalf of Company, or to bind Company to any obligation or liability, including, without limitation, extending offers of employment to any candidate, or making any promises with respect to timing, amount of compensation, job duration, or conditions for termination of employment. Services rendered by Consultant shall be on a nonexclusive basis. Company acknowledges that Consultant may contract with other companies and individuals and provide similar or the same services to multiple clients during Company’s engagement with Consultant. Company may request that Consultant arrange for the services of other individuals or companies on Company’s behalf; Company shall be responsible for all costs incurred as a result, and Consultant makes no warranties or representations regarding the performance or services offered by any other individuals or companies.

7. Limitation of Liability; Indemnification.

Consultant has no responsibility under this Agreement other than to perform the Services in good-faith, and Consultant will not be responsible for any consequences whatsoever that result from any action of Company in following or declining to follow any advice or recommendation of Consultant, it being acknowledged that all decision-making regarding Company, including, without limitation, whether or not to follow any advice or recommendation by Consultant or hire any potential employment candidate, is solely the responsibility of Company. To the fullest extent allowed under applicable law, Consultant will not be liable to Company except by reason of acts constituting willful malfeasance or reckless disregard of Consultant’s duties. The parties recognize and agree that the effectiveness of the Services and the success of any actions undertaken by Consultant in connection with the Services are not guaranteed or warranted by Consultant in any respect whatsoever. Except as expressly provided in this Section 7, Consultant’s services are being provided on an “as is” and “with all faults” basis. This Agreement benefits solely the parties and their respective successors and permitted assigns and (except as to the following indemnified parties who are entitled to enforce such indemnification) nothing in this Agreement, express or implied, confers on any third-party any legal or equitable right, benefit, or remedy of any nature whatsoever under or by reason of this Agreement. Company agrees (to the fullest extent allowed under applicable law) to fully indemnify, waive, release, discharge, hold harmless, and defend Consultant, its officers, employees, members, managers, representatives, agents, successors and assigns from any and all losses, damages, liabilities, deficiencies, 3 claims, actions, judgments, interest, awards, penalties, fines, costs, or expenses of whatever kind (including reasonable attorneys’ fees) arising out of or resulting from: (i) the Services; (ii) this Agreement (except breach by Consultant); any misrepresentation of fact or omissions by Company; or (iv) breach of this Agreement by Company.

8. Equal Employment Opportunity.

Each party represents to the other that (as applicable) it is an equal opportunity employer and complies with all federal, state, and local employment and antidiscrimination laws and considers applicants for employment without regard to race, color, creed, national origin or ancestry, citizenship status, religion, sex, sexual orientation, age, marital status, or physical or mental disability, or any other basis protected by law and provides reasonable accommodation to individuals with disabilities in accordance with applicable laws.

9. Notices.

All notices under this Agreement must be in writing and addressed to the other party at its address set forth below (or to such other address that the receiving party may designate from time to time in accordance with this Section). Unless otherwise agreed in writing, all notices must be delivered by personal delivery, nationally recognized overnight courier, certified or registered mail, or by electronic mail as specified below, and are effective only (a) on receipt by the receiving party or (b) when confirmed as sent by the delivering party if by electronic means with a copy given by overnight mail.

10. Entire Agreement; Severability; Amendment and Waiver; Attorney’s Fees.

This Agreement constitutes the sole and entire agreement between the parties with respect to the subject matter contained herein, and supersedes all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding such subject matter. In the event of any inconsistency between the terms of this Agreement and its Exhibits, the terms of this Agreement shall prevail. If any term or provision of this Agreement is found by a court of competent jurisdiction to be invalid, illegal, or unenforceable, such invalidity, illegality, or unenforceability shall not affect any other term or provision of this Agreement or invalidate or render unenforceable such term or provision in any other jurisdiction. No amendment to or modification of this Agreement is effective unless it is in writing and signed by each party. No waiver by any party of any of the provisions of this Agreement shall be effective unless explicitly set forth in writing and signed by the party so waiving. Except as otherwise set forth in this Agreement, no failure to exercise, or delay in exercising, any right, remedy, power, or privilege arising from this Agreement shall operate or be construed as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power, or privilege hereunder preclude any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege. In addition to all rights and remedies available to Consultant under applicable law upon a breach of this Agreement by Company, Consultant shall also be entitled to reimbursement from Company for Consultant’s reasonable attorney’s fees incurred to enforce this Agreement.

11. Assignment; Successors and Assigns.

Company may not assign this Agreement or any rights or obligations hereunder without the prior written consent of Consultant (which consent shall not be 4 unreasonably withheld). This Agreement is binding on and inures to the benefit of the parties and their respective successors and permitted assigns.

12. Choice of Law and Forum.

This Agreement and all related documents, and all matters arising out of or relating to this Agreement, whether sounding in contract, tort, or statute, are governed by, and construed in accordance with, the laws of the State of Michigan, without giving effect to any choice of law or conflict of law provision or rule (whether of the State of Michigan or any other jurisdiction) that would cause the application of the laws of any other jurisdiction than the State of Michigan. Each party irrevocably and unconditionally agrees that it will not commence any action, litigation, or proceeding of any kind whatsoever against the other party in any way arising from or relating to this Agreement and all contemplated transactions, in any forum other than Ottawa County, Michigan or the United States District Court for the Western District of Michigan. Each party irrevocably and unconditionally submits to the exclusive jurisdiction of such courts. Each party agrees that a final judgment in any such action, litigation, or proceeding is conclusive and may be enforced in other jurisdictions by suit on the judgment or in any other manner provided by law.

13. Waiver of Jury Trial.

Each party acknowledges that any controversy that may arise under this Agreement, including exhibits, schedules, attachments, and appendices attached to this Agreement, is likely to involve complicated and difficult issues and, therefore, each party irrevocably and unconditionally waives any right it may have to a trial by jury in respect of any legal action arising out of or relating to this Agreement, including any exhibits, schedules, attachments, or appendices attached to this Agreement, or the transactions contemplated hereby.

14. Force Majeure.

Consultant shall not be liable or responsible to Company, nor be deemed to have defaulted under or breached this Agreement, for any failure or delay in fulfilling or performing any obligation under this Agreement, when and to the extent such failure or delay is caused by or results from acts beyond Consultant’s reasonable control, including, without limitation, (a) acts of God; (b) flood, fire, earthquake, or explosion; (c) government order or law; (d) pandemic, public health emergency, or national or regional emergency (including a continuation or recurrence of COVID-19, any mutations of COVID-19 or similar virus); and (e) strikes, labor stoppages or slowdowns, or other industrial disturbances.

15. Counterparts.

This Agreement may be executed in counterparts, each of which is deemed an original, but all of which together are deemed to be one and the same agreement. A signed copy of this Agreement delivered by facsimile, email, or other means of electronic transmission is deemed to have the same legal effect as delivery of an original signed copy of this Agreement.
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Exhibit A

Consultant shall provide Company with General Consulting Services, as described below. All Services are subject to this Agreement, including without limitation confidentiality, limitation of liability, and the Billing Guidelines (Exhibit B). Company is responsible for timely cooperation, access, and providing accurate information.

Consultant shall provide Company with general consultation services, which may include consulting with officers and employees of Company concerning matters related to the management and organization of Company, Company’s financial policies, the general terms and conditions of Company’s employment contracts, and other matters arising out of the business or affairs of Company (“General Consulting Services”). Consultant will make recommendations based on information it receives from Company and through its own expertise and general business knowledge.

If Company elects to continue with Consultant’s services beyond the Initial Assessment, Consultant and Company agree to enter a retainer commitment for a set number of coaching or consulting sessions as described below under Fees and Payment.

2. Fees and Payment.

(a) Hourly Basis and Retainer Commitment.

Except as set forth below, General Consulting Services are billed on an hourly basis at a rate of Three Hundred Twenty-Five and 00/100 Dollars ($325.00) per hour ("General Consulting Fees"). If the Services relate to removing Company's network participation with any dental benefit company, the following retainer structure applies in lieu of the hourly rate above: Consultant shall first perform an Initial Assessment (defined as a maximum of two (2) days and no more than sixteen (16) hours per location). If Company elects to continue beyond the Initial Assessment, Company shall enter an Initial Retainer Period. Upon completion of the Initial Retainer Period, the retainer will automatically renew for an additional six (6) consulting days, defined as eight (8) hours per day.

(b) Hourly Rate Adjustments.

Consultant may, at its sole discretion, increase the hourly rate of General Consulting Fees. Any such increases will take effect immediately upon written notice to Company.

(c) Reimbursements and Expenses.

Company shall reimburse Consultant for reasonable out-of-pocket expenses incurred in connection with providing General Consulting Services in accordance with the Billing Guidelines. Such costs include, but are not limited to, transportation, accommodations, and meals. All reimbursed amounts are nonrefundable.

(d) Payment; Nonrefundable.

Company authorizes Consultant to charge the General Consulting Fees and any reimbursements to the credit card on file with Consultant. Consultant will submit process a receipt for General Consulting Services offered, and an itemized statement of expenses limited to hours of consulting services, accommodations, meal and transportation costs, if applicable, within 7 days after the General Consulting Services are performed or as soon thereafter as reasonably practical to Consultant. Should payment on file expire, be changed or denied, Company agrees to inform Consultant within 7 business days. All General Consulting Fees, retainer payments, and reimbursements are nonrefundable.
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Exhibit B

Billing Guidelines

 Billable hours, half days, or full days will begin and end when Consultant is spending undivided time directly working on behalf of Company, whether on-site at Company’s office, at Consultant’s office, in the field (if applicable), or on the telephone.  Hours billed will be rounded to the nearest quarter-hour, at a half-day minimum.  Half days last four working hours.  Full days last eight working hours, plus one hour for break.

Cancellations:

 Company will be charged a full day for cancellations made with less than two weeks’ notice.

Commute, Transportation, and Travel:

 Drive time to and from Company or any work site less than thirty (30) miles from Consultant’s office will not be billable for either time or miles.  Commute or business travel equal to or more than thirty (30) miles per day will be charged at the Internal Revenue Service standard mileage rate in effect at the time of the commute or travel, beginning with the first mile, and Seventy-Five and 00/100 Dollars ($75.00) per hour.  Consultant will utilize its own vehicle, fuel, and insurance for local work. Consultant will hold Company harmless for any traffic violations and mechanical or collision incidents.  If Consultant spends two or more consecutive days at a location that is fifty (50) or more miles from Consultant’s office, Company will reimburse Consultant for the cost of any hotel(s), not to exceed Five Hundred Fifty and 00/100 Dollars ($550.00) per night, and meal(s), not to exceed One Hundred and 00/100 Dollars ($100.00) per day.  Company will reimburse Consultant for the cost of any flight(s), vehicle rental(s), and other expenses for travel to a location that would be a four (4) hour or more drive from Consultant’s office.

Receipts:

 Receipts (if any) for Consultant’s reimbursable expenses shall be made available to Company upon reasonable request within fifteen (15) days after the date of the invoice describing the expenses.
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Credit Card Authorization

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