May 18, 2021

FREE WEBINAR: Focus on your financial success with Spot On Business Planning and Henry Schein

Leading this free 1-hour webinar on Wednesday May 26 are two Business Solutions partners, Henry Schein Financial Services and Spot On Business Planning. SOBP’s Andy McDougall and Anne-Marie Houston and representatives from Henry Schein Financial Services will help you achieve financial success using various approaches including reviewing current loans, strategic business planning, understanding your business numbers and competitive finance options for those important purchases.

Planning for control & success with Spot On Business Planning

Covid hit unexpectedly and fast. Its immediate impact and longer-term implications made dental business owners realise:

  • They aren’t close enough to their numbers
  • Their particular business model had implications on their ability to weather the storm
  • That cash can run out quickly
  • They did not ‘run’ their business, it ran them
  • That visibility and control – a plan – reduced risk and stress!

In this short webinar at 7pm and using real examples to illustrate, Andy and Anne-Marie will take you through the four stages of business planning, discussing how understanding and influencing your business numbers leads to financial success and reduced stress.

Save money, maximise profit with Henry Schein Financial Services

  • Competitive finance to purchase dental practices
  • Review your current practice acquisition loans – potential cash savings
  • Wide range of competitive facilities for equipment purchases

Whether you are just starting your career as a dental practice owner or looking to maximise your exit value – and every scenario in between – you will find this webinar thought-provoking and transformative to your approach to dental business management.

Join us on this webinar to find out more – click here to reserve your place!

Our upcoming events

Nov 21, 2025

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.

Jul 10, 2025

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

BDA Business Essentials Course

This two-day workshop is ideal for any dental business owner and their practice manager looking to transform poor performance, prepare for sale, or take their practice to the next level with a vision for expansion. Presented by industry experts Andy McDougall and Anne-Marie Houston, this interactive workshop will equip you with the essential tools and strategies to succeed in today’s competitive market.

Book your 121 Zoom with Andy McDougall

Fill in the form below.

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