Business mentor Anne-Marie talks through the Spot On Business Planning back to work planner
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In this short training video, Anne-Marie Houston shows you around the Spot On Business Planning Gantt chart – an essential planning tool to help practices plan a smoother return to work following Covid-19.Gantt charts are project planning tools that help you identify tasks and actions, assign responsibilities and due dates and monitor progress against a plan.
This video will explain how you can add in team members’ names, add or amend tasks, set priorities, due dates and task statuses, use the time line and insert rows, and she also provides tips for using the chart effectively and offers suggestions for tailoring it to your practice. The Spot On Business Planning Gantt chart is a free download for anyone who attended Part II: Business Revival, the Lunchtime Lockdown live webinar run by Anne-Marie and Andy McDougall and hosted by MediEstates. It was emailed to more than 1,000 attendees after the free webinar on Wednesday April 29.Here is a link to download a revised, easier to use Gantt chart.
Missed either of the live webinars? Don’t worry!
Demand for these webinars has been so great that MediEstates are showing re-runs to ensure as many people as possible can watch them.
Saturday 9th May: 10am – Lesson 1 – click here to register | 12 pm – Lesson 2 – click here to register
Sunday 10th May: 10am – Lesson 1 – click here to register | 12 pm – Lesson 2 – click here to register
Monday 11th May:10am – Lesson 1 – click here to register | 12 pm – Lesson 2 – click here to register
Our upcoming events
Planning your successful exit
Join industry experts & learn how to plan your successful exit at this free live event!
Enjoy an opportunity to join Andy McDougall & Anne-Marie Houston in person at a free event in Surrey in July for dentists keen to maximise their exit value and gain tips for a smoother sale.
Spot On Business Planning is joining Dental Practice Sale and AMG Wealth on Thursday, July 10 for the informative live event to help dentists plan their successful exit.
The three companies will address key areas of concern to practice owners leading up to a sale, the sale process itself and post-sale aspects.
One of our strategic partners, Dental Practice Sale, is a specialist dental broker with an expansive national network of contacts and a team whose pedigree encompasses some of the UK’s most important, prestigious and noteworthy dental business transactions. Collectively the team has decades of experience in valuing, buying and selling dental practices and utilises its vast knowledge to offer the best all-round service.
AMG Wealth is a chartered financial planning practice that delivers high calibre intergenerational financial planning advice. It develops close working relationships with clients to provide investment planning based on your personal priorities, such as keeping a good standard of living in retirement or protecting wealth for future generations.
- Learn how to maximise your exit value - what are the drivers?
- Understand the benefits of structuring your business ready for exit
- Determine the best point to exit
- Hear a personal account from a DPS client & practice seller
- Gain insights on the state of the market today
- Consider where your practice sits with the different buyers in the market
- Uncover the details in deal structures
- Be informed about the valuation process & how you can influence it
- Be aware of options pre sale such as EOT, Pre Sale Trusts, significant share holder exemption
- Transition into the next phase of life (if retirement, what you will do, having winter hobbies etc)
- Ensure you run out of life before running out of money (cash forecasting)
- Protect the estate for now and future generations
- Complimentary drinks and buffet from 6.30pm
The event at Brooklands Hotel in Weybridge starts at 6.30pm with drinks and includes a buffet.
Click here to reserve your space: https://www.dentalpracticesale.co.uk/events/evant-2?hsLang=en-gb
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BDA Setting up a dental practice
The BDA Setting up a dental practice in-person workshop is a great opportunity for you to gain invaluable support, advice and insider information from expert speakers, including Andy McDougall and Anne-Marie Houston, on how to set out on your own for the first time.
Spot On Business Mastery
Sign up for the Spot On Business Mastery (SOBM) 2025-26 programme.
Spot On Business Mastery provides you, the principal dentist, with the formula for running your dental business in a way that achieves your financial and lifestyle goals without you being the driving force.
Do you want to…
✅ Develop yourself as a business leader?
✅ Achieve the financial results you deserve?
✅ Enjoy a better work life balance?
Register your early interest now. Limited spaces available.
Book your 121 Zoom with Andy McDougall
Fill in the form below.
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