Who We Are

About Our Team:

Formed in 2020, Rosen Summit Dental Advisors, LLC emerged from the merger of Rosen Dental Consulting, LLC and Summit Dental Partners, LLC, under Nancy Kagan’s leadership, to enhance our client services and offer comprehensive dental practice support.

Our mission is to build every dental practice on strong, measurable, and manageable systems with a well-trained team. Our experienced team offers training in a complete range of services from appointment booking to final bill collection, ensuring comprehensive support. Their extensive knowledge in dental software adds to the value that they bring when working with your team.

Rosen Summit Dental Advisors, LLC has two key divisions to serve you better: In-Office Practice Management Consulting and Outsourcing. The Practice Management Consulting division covers all practice aspects, including operations, marketing, HR, finance, and training, providing both short-term and long-term support.

The Outsourcing division focuses on insurance collections, managing insurance submission, insurance claims, and payment posting. We also offer insurance credentialing for new or expanding practices.

We’re excited to begin this journey with you and look forward to bringing your vision to your office, aiming for more efficient, and profitable operations.

Our Mission: To ensure that every dental practice is strategically built on a foundation of strong systems that are clearly written, measurable, and easily managed by a well trained team.

Our Expert Team

Meet Our Business & Consulting Team

Meet our Professional Business and Consulting Team who are joined by over 30 Outsourcing Specialists

Nancy Kagan

CEO/Partner

By nature, Nancy is a positive and dynamic person passionate about making a difference. She has natural leadership skills and a desire to build strong and productive businesses. She truly believes that success comes organically when individuals and teams are given the tools they need to succeed and grow. When a potential client makes the decision to pick up the phone or send an email, asking for help, Nancy is confident that she has the right team in place to help.

Nancy’s experience as an entrepreneur who has created and run three companies so far in her career provides her with a wealth of industry knowledge that she enjoys sharing with her consultants and clients.  Although she is running a company of 40 plus employees, Nancy continues to derive pleasure from 1:1 coaching calls with practice owners as well as speaking on subjects related to daily operations.

Danielle “Dani” McDonald

Outsourcing Manager

Dani’s attention to detail and extensive knowledge of dental insurance and dental billing makes her the perfect person to manage our Outsourcing Division. She is a natural at on-boarding new clients and making them feel educated and comfortable with the process of outsourcing. Having worked both the front and back in dental offices gives her a full understanding of the challenges that offices face. 

Her goal is to make sure that our clients are comfortable with the process and that everyone has a clear understanding of what is happening behind the scenes of your practice. We strive to take the pressure off your front office so your team can focus on providing your patients with the high level of care they deserve. Together we can build a trusting relationship to strengthen your dental practice.

Blake Cohen

Partner / Senior Consultant

Blake has earned a tremendous reputation in the dental community as an educator and mentor. He has a vast knowledge of the workings of a dental practice, which makes him a perfect fit as the go for anyone looking to buy a dental practice. His specialty as a buyer rep comes from his desire to educate potential buyers in order to avoid the many pitfalls of practice ownership. Blake is able to take a deep dive into the practice software reporting in order educate the buyer about the practice they are interested in buying. 

His engagement with new owners and their team after the dental practice transition allows him to make sure that everything goes well for all parties and that the new owners become savvy business owners. A keen observer of human nature, Blake relates well with people and takes great pride in making a difference in each office he visits.

Tara Laramie

Consultant

Organized, efficient, and task-oriented, Tara Laramie loves interacting with others. “Working in Dental, I find it’s perfectly comprised of everything I need to excel.” Tara started her career as an administrative assistant at Medfield Orthodontics before quickly climbing the ranks to office management by 2013. For the next six years, she worked as Front Desk Coordinator, Treatment Coordinator, Practice Manager, and Integrations Manager.

Now, as a Dental Management Consultant, Tara works with clients on all aspects of practice management giving them the foundation and the tools they need to grow and prosper. Her first love is Pediatric dentistry and Orthodontics. She brings a wealth of knowledge and tremendous insight to her clients in those spaces.

Highly-Experienced Team

At Rosen Summit Dental Advisors, our team is composed of industry leaders, and boasts a wealth of experience that sets us apart. Navigating the intricacies of dental practice management is second nature to us. With decades of combined experience, our seasoned professionals are dedicated to guiding you toward a thriving and prosperous dental practice.

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Years of Experience
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Dental Practices on Board

We've Helped Hundreds of Dental Professionals

Join the ranks of satisfied dental professionals who have transformed their practices with Rosen Summit Dental Advisors. With a proven track record, we've successfully assisted hundreds of dental practitioners in achieving their business goals. From strategic planning to financial optimization, our comprehensive services have empowered numerous dental care providers to elevate their practices and exceed their expectations.

We Go Above and Beyond for Our Clients

Rosen Summit Dental Advisors doesn't just meet expectations; we exceed them. Our commitment to your success goes beyond conventional consultancy. We're not just advisors; we're partners in your journey to excellence. From personalized strategies to hands-on support, we go above and beyond to ensure your practice reaches new heights.

About Rosen Summit

Practice Management Consulting & Outsourced Billing Solutions

Let's Get Started

Ready To Work With Us?

We are available to answer any of your questions Monday-Friday 8:00am-5:00pm EST. We look forward to speaking with you!

Our consulting services are tailored for dental practices at various stages of their business cycle, from start-ups needing guidance on opening their practice to established practices looking to improve management, increase profitability, and plan for transitions. We support practices in implementing effective systems and protocols, handling insurance claims, strategic planning, and more, making our services beneficial for a wide range of dental practices.

FAQ

Have More Questions?

Feel free to send us a message, and we will reply as soon as possible.