June newsletter: Exit strong, profit more, start smart: upcoming Spot On events and courses for dental practice owners

This month, we’re bringing you a packed line-up of expert-led events and resources — whether you’re planning to sell your practice, looking to boost profitability, or launching a squat.

In this issue:

• What’s your next 90-day goal? They’re the sweet spot for focus, action and traction – giving you a clear, achievable window to turn ambition into financial results.
• Thinking of selling your practice? Join us in person on July 10th for a free live event with Dental Practice Sale and AMG Wealth Management — packed with expert insights on maximising exit value, navigating the sales process, and protecting your post-sale wealth.
• Looking to improve profitability and performance?Don’t miss the two-day Business Essentials course this September and October, where you’ll gain the tools and confidence to turn financial chaos into clarity.
• Ready to launch your own practice? Our November 21st workshop is designed for associates and first-time buyers — covering everything you need to know to start strong and avoid common mistakes.

Make every quarter count in your practice

We are big believers in the power of planning – but even the best business plan is only as good as your ability to implement it and that’s what we find many of you struggle with.There is so much to do that it is easy to lose site of the goal. That’s where90-day goals come in. They’re the sweet spot for focus, action and traction –giving you a clear, achievable window to turn ambition into financial results.

Why 90 days

Ninety days is long enough to make meaningful progress, but short enough to stay focused and nimble. It creates a natural rhythm for reviewing, resetting, and moving forward with purpose. It is a reasonable timeframe that doesn’t make the team (or you) feel harassed and it means you can maintain progress and pull things back on track if they begin to slip. In the whirlwind of a busy dental practice, it’s easy to get distracted by day-to-day demands. 90-day goals cut through that noise, helping you stay aligned with your big-picture business plan.

Make real change happen

Whether your goal is to improve new patient conversions, increase hygiene revenue, improve your associate’s booked hourly rates or streamline an aspect of your patient journey – you need time to plan it, do it, and embed it. That’s what 90 days gives you. It's enough time to:

• Test new systems or processes
• Train your team and build confidence
• Track early results and tweak where needed
• Start making the new way of working stick This isn’t about ticking boxes – it’s about creating change that lasts.

Build accountability and momentum

One of the biggest risks to any business plan is losing momentum. When goals are too long-term or vague, they tend to get pushed to the bottom of the to-do list. When they are or too short, they can be unrealistic creating a feeling of harassment and demotivation. 90-day goals create natural checkpoints. They help you and your team stay accountable, celebrate wins, and refocus quickly if something isn’t working.

Stay connected to your vision

Your business plan sets the destination. Your 90-day goals are the sat-nav recalculating your route every quarter. They keep you connected to what matters most – whether that’s profit, performance, patient experience, or practice culture. They help you make sure that today’s actions are in service of tomorrow’s success.

Let’s keep it focused. Let’s make it stick. Let’s move your business forward – 90 days at a time.

Planning to sell your practice? Don’t miss this free live event!

Places are filling up quickly for the ‘Planning your successful exit’ in-person event with Dental PracticeSale and AMG Wealth Management on July 10^th.

Spot On Business Planning is joining Dental Practice Sale and AMG Wealth on Thursday, July 10^th 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 exitHear 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

There are limited spaces left so we recommend signing up as soon as possible to avoid missing out.

Date and Time: July 10^th 18:30 — 21:59

Location: Brooklands Hotel, Brooklands Drive, Weybridge, Surrey, KT13 0SL

Click here to reserve your space: https://www.dentalpracticesale.co.uk/events/evant-2?hsLang=en-gb

Master the numbers. Transform your practice.

The Business Essentials course every dental principal and manager should attend.

September 12th & October 10th

Led by Andy McDougall and Anne-Marie Houston

If you own a dental practice— or manage one — this focused two-day course is designed to give you the tools, strategies, and confidence to improve your practice’s profitability and performance. No fluff. Just what works.

Day one: Master your numbers (Sept 12^th)

• Understand your balance sheet clearly by lunchtime—no financial background required
• Identify where your profit is leaking and how to fix it
• Learn how pricing, cost management, and efficiency tweaks drive huge financial gains.

Day two: Real-world practice transformation (Oct 10^th)

• Work hands-on with ‘Demo Dental’ — a simulated struggling practice designed to reflect real-world challenges.
• Step-by-step, we’ll show you how to transform financial chaos into clarity.
• Implement strategic pricing adjustments, associate productivity tweaks, and smarter marketing strategies to turn a struggling practice into a thriving business.

Book now: https://www.bda.org/learning/courses-and-events/business-essentials-sep-and-oct-2025/

Ready to launch your own practice?

Everything you need to set up a successful squat or buy your first practice - with expert guidance and real-world insights

November 21^st

Hosted by expert speakers including Andy McDougall and Anne-Marie Houston

Are you an associate or aspiring practice owner thinking of setting up a squat? This one-day workshop is designed just for you — giving you the insights, tools, and confidence to launch your practice successfully.

Andy and Anne-Marie will cover:

• What moneylenders want to know and what they will want to see.
• The fundamental commercial considerations.
• Understanding the opportunity, competition and local demographic.
• Cashflow: considerations of what to invest in and when.
• Project management and planning: the key milestones.
• Recruitment: getting the right people on board.
• KPIs and ensuring you’re hitting the all-important targets underpinning your plan.

If you're serious about setting up your own practice, this workshop will help you avoid common mistakes and move forward with clarity.

Book now: https://www.bda.org/learning/courses-and-events/setting-up-a-dental-practice/

200+ expert training videos at your fingertips – when you join Spot On

Spot On clients get access to over 200 expert-led training videos inside the Spot On Business Academy.

These videos cover the core building blocks of a successful, profitable dental practice. Whether you’re looking to:

• Understand and take control of your financial performance
• Strengthen your front of house systems and team accountability
• Refine your marketing strategy to attract and retain the right patients
• Improve your day-to-day operations for greater efficiency
• Develop your leadership and decision-making skills

…there’s a practical, straight-talking video module for it — and more.

All content is created and curated by our team of dental business experts, based on years of experience helping practices just like yours grow, improve profitability, and build long-term value.

The Spot On Business Academy is exclusively available to Spot On clients — and it’s just one of the many ways we support you behind the scenes as you build the business you want.

Stay connected with SOBP on social media

Did you know we’re active on social media? Our channels are the perfect way to stay updated, inspired, and informed about the latest developments in dentistry, industry trends, and expert advice tailored just for you.

By following us, you’ll get access to:

• Tips and insights to help grow and optimise your practice.
• Webinar and event updates, so you never miss out on valuable learning opportunities.
• Success stories and testimonials from clients just like you.

Follow us on LinkedIn, Facebook, Instagram and YouTube.

Want to receive our newsletters straight to your inbox? Subscribe now.