“Deciding to work with Spot On Business Planning has been, without doubt, the best business decision we have made during 20 years of owning our own practice”
.jpg)
Dental business coach Andy McDougall from Spot On Business Planning would like to thank Chris French from Clarendon House Dental Centre in Leamington, Warwickshire for his testimonial. We are always so grateful when we receive positive reviews – if you would like to speak to one of our clients in more depth, please email us or call us on 01949 851723 for more information.
We have worked with Spot On Business Planning since 2011 and right from the start we were impressed with their experienced team and the systems and strategies they use.Initially, the goals and projections that Andy McDougall set for us seemed unrealistic and unachievable but we committed fully to the process and began to meet and exceed those targets year on year.In the early stages, SOBP were always on hand to guide us through the changes we were making but nowadays as we don’t need such close support, I have a Zoom video conference with Andy every month. This involves commentary and feedback about the monthly figures. We can both see the same spreadsheets on the screen at the same time so it’s a useful way of catching up without needing to travel to a meeting. I look forward to these meetings for the reassurance they give me.I have found that having Spot On Business Planning on board has taken away a lot of the stress associated with running a practice because I feel more in control and well supported. SOBP has an excellent extended family of other professionals including financial advisers, accountants and tax planners who have helped us through changes, including incorporation, and will help us restructure further in the future as we plan our exit.Deciding to work with Spot On Business Planning has been, without doubt, the best business decision we have made during 20 years of owning our own practice. I would not hesitate to recommend Andy and the team at SOBP to anyone looking to get to grips with their business and their profit.
Our upcoming events
.jpg)
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.
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.
.jpg)
