Ep. 193: State of the Dental Industry 2025

 

What’s really happening in the dental industry—and what does it mean for your practice? In this special deep-dive episode of Dental Business RX, Jeff Blumberg breaks down the biggest trends shaping dentistry today, including an aging workforce, declining practice ownership, DSO expansion, and a looming dentist shortage. Whether you’re a new grad or a seasoned pro, this episode lays out the coming changes and what you can do right now to stay ahead of the curve. 

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Questions From This Episode

Why did the number of practicing dentists in the US actually decline from 2022 to 2023, despite dental schools producing more graduates than ever?

The US is in the middle of a genuine generational shift, a huge wave of baby boomer dentists trained heavily in the 1980s is reaching the average retirement age of 69, while dental schools scaled back sharply in the 1990s, leaving a thin pipeline of younger replacements. The actual count dropped from 202,536 to 202,304 dentists between 2022 and 2023, the first real decline in years, even as new schools have started opening again.

Based on Jeff's modeling, how severe is the projected dentist shortage expected to get, and when does the profession recover?

The model projects the supply of practicing dentists will fall to roughly 189,000 by 2028, even accounting for about 78,000 new graduates expected between 2024 and 2033, before partially recovering to around 197,000 by 2033, still short of 2023's count. The US isn't projected to fully recover to today's dentist supply until sometime after 2033.

Why are 20,000 to 30,000 dental practices projected to essentially disappear over the next five to ten years?

Roughly 43 percent of the country's 116,000 to 122,000 privately owned practices are owned by dentists 55 and over, a group approaching retirement age, while practice ownership among dentists under 30 has collapsed from about a quarter in 2005 to under 9 percent today. Since DSOs generally only target practices collecting at least $1.5 million a year, most of these smaller, aging-owner practices won't get acquired at all, they'll simply close or have their charts sold off if nobody buys them.

What financial problems are some of the largest DSOs currently facing, and why does that matter for someone considering the DSO path?

Several major DSOs are carrying billions in debt at credit ratings below investment grade, Heartland at a B minus and roughly $2 billion in first-lien debt, MB2 Dental with a $2.3 billion facility, and Pacific Dental Services projected to reach 5.3 times leverage, all of which raises their borrowing costs and limits their ability to expand or refinance as private equity has pulled back and grown more cautious about further investment. On top of that, a national survey found 48 percent of dentists in DSO-affiliated practices intend to leave their current setting, compared to just 8 percent in private practices, a real associate retention problem for anyone considering that path.

What does Jeff actually recommend a private practice owner do to take advantage of this shift?

Get out of network first, since staying heavily reliant on PPO reimbursement while costs keep climbing makes it financially unsustainable to compete on pay or reinvest in the practice, then use that freed-up margin to build a genuinely great place to work, since strong, stable staff make it far easier to absorb turnover and grow. Beyond their own practice, Jeff encourages doctors to get involved with state dental societies and legislators to push for more dental and hygiene school capacity, and to consider acquiring the practices of retiring doctors themselves rather than letting them close, essentially building a doctor-led alternative to the DSO model.

Episode Transcript

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EP 194: From Debt to Ownership: A Roadmap for New Dentists

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Ep. 192: When to Invest in Staff Training