The best way to create your future is to plan it

Exclusive offer for Spot On Business Planning clients

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Digital marketing company Xcelerator Dental is providing exclusive prices for its digital growth programs for all Spot On Business Planning clients. Speak to founder/CEO David Nelkin on 07834 978074 or email david@xceleratordental.com if you would like to find out more.

David is also running three free webinars to help dental practices significantly increase new patient leads and starts through digital marketing techniques.

  • Tuesday 26 January, 8pm – How To Use Google My Business To Get More Patients
  • Tuesday 2 February, 8pm – Grow Your Practice With Instagram In 2021 (Exclusive with one of London’s top influencers)
  • Tuesday 9 February, 8pm – Digital Marketing Toolkit For Practice Growth

 

There is more information and you can register by clicking here.

Grow your practice – even during these challenging times!

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Screenshot 2020-11-23 at 11.51.45The pandemic is presenting continuous and ever-changing challenges but it is still possible to survive and thrive. Dental business consultants Andy McDougall and Anne-Marie Houston from Spot On Business Planning have teamed up with MediEstates and SOE to help you find out how during a free webinar on Thursday November 26th at 6pm.

Click here to register!

What will be covered in the webinar?

  • The importance of valuing the business
  • Growing turnover through the Customer Success program
  • Finding business efficiencies with Spot On Business Planning to increase profitability
  • Funding a practice purchase or refinancing the current debt
  • Buying another practice and growing

Who are the speakers?

Andy McDougall heads Spot On Business Planning and has been interpreting and using numbers to transform business performance for over forty years. He was introduced to the dental sector a decade ago and could immediately see that dental practice owners, starved of business knowhow, were mostly unaware of the fundamental principles underpinning financial success.

Anne-Marie Houston is a key member of the Spot On Business Planning team. Originally introduced to Spot On as a client whilst managing her husband’s dental practice, Anne-Marie joined the team over five years ago as an analyst. Today, working alongside Andy, she is instrumental in driving client profitability and delivering the exceptional service Spot On clients enjoy.

Kimberley Parker is the Business Manager of Henry Schein financial services and recently celebrated her 10 year anniversary with the company. Kimberley’s team arrange finance for the purchase of Dental practices, along with supporting clients with finance facilities for the purchase of equipment and consumables.

Dean Barker a Director of MediEstates has an extensive background in accountancy, operations and commercial management. Dean has been helping dental practices owners to develop an exit strategy, prepare for corporate and group sales, as well as increasing business EBITDA for over 13 years

Maja Thompson is the Commercial Director at MediHoldings with a wealth of experience in the dental market.

Click here to find out more.

Our dental business coaches are key speakers at free webinar for principal dentists

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Andy McDougall and Anne-Marie Houston from Spot On Business Planning are urging principal dentists to join a free webinar on Tuesday 24th November hosted by Montgomery Charles Wealth Management for Dentists.

The webinar: A Survivors’ Guide to Profitable Practice – Making your next decade count kicks off at 7pm. It is a free event and attendees should pre-register by clicking here.

Montgomery Charles was established in 1996 with the aim of providing independent, unbiased advice to affluent business owners, dentists and private clients. During the webinar Andy, Anne-Marie and the financial planning experts from Montgomery Charles will cover:

  • Helping Dentists to bring their retirement nearer
  • Why cashflow planning makes all the difference
  • How forecasting will transform your profits
  • How to maximise the after tax income you enjoy
  • Ways to accelerate the day you can retire
  • Know how money can work for you

 

The event is expected to close at 8.15pm.

Lunchtime Lockdown – the second wave

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Lunchtime Lockdown logoFriday 6 November 2020

12:30 – 13:30

Following on from the hugely successful Lockdown Lunch in April and May and in conjunction with BDA, in this webinar Andy and Anne-Marie from Spot On Business Planning and Kimberley and Maja from MediHoldings will discuss some of the key financial issues concerning dentists today:

Learning objectives

The importance of rolling cashflow forwards

Balancing furlough vs keeping the diary open for patients

Remembering that CBILs/BBLs will soon need to be repaid

Financing update – Creating patient confidence

Further lockdowns?

Market update – practice buying/selling

Click here to register

Repeated Saturday November 7 12.00 – 13.00.

Click here to register for Saturday’s event

 

Andy McDougall joins other dental experts for 3rd free webinar

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Spot On Business Planning mentor Andy McDougall will join other leading experts for the third free monthly webinar providing dentists with well-rounded industry insight.

The next session in this series, hosted by UNW, will be held on Wednesday 14th October at 7pm. Please click here to register.

During this hour-long session, panel members will be answering your questions about buying and selling, with Andy concentrating on profitability, efficiency and barriers to practice success in Covid times and beyond.

The accountants, lawyer, banker and sales agent and valuer, will take live questions from our virtual audience of dentists. The panel includes:

David McEwan, Corporate Lawyer at Schofield Sweeney
Lis Hughes, Managing Director at Frank Taylor & Associates
Michael Oliver, Business Manager at Barclays

Alongside Alan Suggett, Dental Business Unit Partner, the panel will also be joined by UNW’s tax partner, Charles Linaker. Dentist Nigel Suggett will also feature – just in case the professionals need a real-world reality check!

To find out more information, please click here.

Andy McDougall joins other dental experts for second free webinar in new series

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Spot On Business Planning mentor Andy McDougall will join other leading experts for the second free monthly webinar providing dentists with well-rounded industry insight.

The next session in this series, hosted by UNW, will be held on Wednesday 16th September at 7pm. Please click here to register.

During this hour-long session, Andy will discuss the importance and necessity of maintaining a rolling cash flow, and the noticeable shift in interest from associates looking to buy their first practice.

The panel of experts, which also includes accountants, a lawyer, a banker and a sales agent and valuer, will take live questions from our virtual audience of dentists. The panel includes:

  • Louise Fegan, partner at Morrisons Solicitors;
  • John Clarke, head of healthcare at Wesleyan Bank;
  • Paul Graham, head of dental, and Chris Vowles, head of medical valuation at Christie & Co.

Alongside Alan Suggett, Dental Business Unit Partner, the panel will also be joined by UNW’s Charles Linaker, tax partner, and Katy Lamb, corporate finance senior manager.

Dentist Nigel Suggett will also feature – just in case the professionals need a real-world reality check!

To find out more information, please click here.

Dental business coach Andy McDougall to star in UNW webinar series launch

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Screenshot 2020-07-29 at 14.33.53The expertise of dental business mentor Andy McDougall from Spot On Business Planning has been called on to help launch a series of dental webinars kicking off in August.

After UNW – a leading independent firm of chartered accountants – hosted two successful dentally-orientated webinars, it decided to launch a new series of free monthly webinars, the first of which will run from 7pm until 8pm on Tuesday 11th August.

The webinars will be focused on providing dentists with well-rounded insight, covering everything from financials, legal, practice sales and valuation news.

The format will be brief update presentations by a panel of experts including an accountant, lawyer, banker and sales agent/valuer, and from time to time another guest, followed by interactive questions from the virtual audience of dentists, and answers from the panel.

Joining Andy in the Dental Business Unit team for the launch webinar are:

  • John Grant, Director of Goodman Grant
  • Malcolm Swan, Senior Healthcare Banking Consultant at Lloyds Bank
  • Andy Acton, Director of Frank Taylor & Associates

 

Future sessions will also include Louise Fegan, Partner at Morrisons Solicitors; Michael Oliver, Business Manager at Barclays Bank; Paul Graham and Chris Vowles, Head of Dental and Head of Medical Valuation at Christie & Co.; Lis Hughes, Managing Director of Frank Taylor & Associates; David McEwan, Corporate Lawyer of Schofield Sweeney; and John Clarke, Head of Healthcare at Wesleyan Bank.

The webinar will also have dentist Nigel Suggett as a panellist – just in case the professionals need a real-world reality check!

If you would like to sign-up for this webinar, please follow the link below:

Click here to register for the launch ‘Dental insight – live panel series’ webinar

Spot On Business Planning is back for a second free webinar with the BDA and MediEstates

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BDA logo -Join dental business coach Andy McDougall from Spot On Business Planning for his business essentials courses at the BDA

Join dental business coaches Andy McDougall and Anne-Marie Houston from Spot On Business Planning for their Business Essentials webinar with the BDA

Due to the success of last week’s webinar in conjunction with the BDA and MediEstates, Andy McDougall and Anne-Marie Houston from Spot On Business Planning are back for another!

More than 600 people registered for the first Dental Business Know-how webinar and every attendee rated the webinar either 8, 9 or 10 out of 10. This week, Andy and Anne-Marie are asking associates – and anyone considering whether to buy – is dental practice ownership for you?

This free, one-hour webinar will take place at 7.30pm on Wednesday 29 July – click here to register. The BDA will repeat it on Saturday 1 August at 10am. To book, please go to Dental business know-how – is practice ownership for you?

Spot On Business Planning will discuss the opportunities and challenges faced by practice owners. We will explore the intricacies of buying and running a dental business and managing a team. You’ll hear about the merits of being a practice owner and an associate so you can think about creating the future you want.

Learning objectives

 

  • Recognise the number of different paths to making a decision around practice ownership
  • Understand the multitude of skills required to run a practice and influence its success
  • Understand the different ownership models
  • Understand the team effort required to make the practice work
  • Learn how to make it work long term

 

In this Dental Business Know-how webinar, Spot On Business Planning, the BDA and MediEstates aim to bring practical knowledge and support needed to recover from the challenges of Covid-19.

This session focuses on the importance of asking the right questions and is based on empowering associates and anyone looking to buy a dental practice to combat their current situation in a positive, confident manner.

Gain 1 hour CPD

A CPD certificate (in the name of the participant) will be made available once viewing of this online lecture has been finished, the delegate feedback survey completed and attendance validated.

How to book

All dentists and the dental team have complimentary access to this webinar. You must, however, register in advance to gain access. Ensure you are logged into the website and then book the webinar using the pink ‘Register’ button above (top right).

Once you have secured your place, you will receive an email with further instructions. Note the confirmation emails are typically dispatched at 9 am each day.

Please be sure to follow the steps contained in your email to ensure your unique access link for the live webinar reaches you.

If you are a BDA member but do not know your website log in, please contact the BDA Events team on 020 7563 4590 or events@bda.org. Alternatively, you may retrieve a password reminder. 

If you are a non-member dentist or dental care professional and do not already have a BDA website login, please fill in this form and the BDA will set you up with a username and temporary password. Alternatively, you can call the BDA Events team on 020 7563 4590 or email events@bda.org and your registration will be processed offline.

BDA to run free webinar with Spot On Business Planning

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BDA logo -Join dental business coach Andy McDougall from Spot On Business Planning for his business essentials courses at the BDA

Join dental business mentors Andy McDougall and Anne-Marie Houston from Spot On Business Planning for this Business Essentials free webinar the BDA

Hot on the heels of the hugely successful Lunchtime Lockdown webinars, Andy McDougall and Anne-Marie Houston from Spot On Business Planning are running a free webinar in conjunction with the BDA and MediEstates.

Starting on Wednesday 22 July 2020 from 19:30 – 20:30 and repeated on Saturday July 25, the dental business knowhow webinar covers The importance of business experience.

Following on from the COVID-19 lockdown, practices of all shapes and sizes have opened their doors having faced different lockdown challenges. As part of Training Essentials, the BDA aims to provide the practical knowledge and support necessary to aid recovery, incorporating business owner insights.

In this session, Spot On Business Planning and MediEstates are joined by Martin Woodrow, chief executive of the BDA, to discuss the different challenges practices have faced and how best to adapt to the new and changing climate.

Solutions cannot be one-size-fits-all because dental practices and their challenges are unique. Using detailed and insightful business planning derived from many years of analysis and modelling by Spot On Business Planning, practices can take action in their return to a new normal.

This webinar focuses on the importance of putting theory into practice and is based on empowering practices to combat the current situation in a positive, confident manner.

Gain 1 hour CPD

A CPD certificate (in the name of the participant) will be made available once viewing of this online lecture has been finished, the delegate feedback survey completed and attendance validated.

How to book

All dentists and the dental team have complimentary access to this webinar. You must, however, register in advance to gain access. Ensure you are logged into the website and then book the webinar using the pink ‘Register’ button above (top right).

Once you have secured your place, you will receive an email with further instructions. Note the confirmation emails are typically dispatched at 9 am each day.

Please be sure to follow the steps contained in your email to ensure your unique access link for the live webinar reaches you.

If you are a BDA member but do not know your website log in, please contact the BDA Events team on 020 7563 4590 or events@bda.org. Alternatively, you may retrieve a password reminder. 

If you are a non-member dentist or dental care professional and do not already have a BDA website login, please fill in this form and the BDA will set you up with a username and temporary password. Alternatively, you can call the BDA Events team on 020 7563 4590 or email events@bda.org and your registration will be processed offline.

Andy and Anne-Marie join top industry mentors for virtual dental festival

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On Tuesday May 26th Andy McDougall and Anne-Marie Houston from Spot On Business Planning will join a host of leading industry mentors in Software of Excellence’s BounceBack Virtual Dental Festival.

The series of free online webinars aims to prepare dental practices to bounce back from Covid-19. The theme for Andy and Anne-Marie’s one-hour webinar at 2pm will be: Survival, Revival and Normal and during this session they will examine:

  1. Breaking it down: survival, revival and normal
  2. Cashflow/CBILS/Bounce back
  3. Getting profits/valuations back to previous levels
  4. Return to work planning
  5. Help now/future – what we are offering

 

Later that day, between 4.30pm – 5.30pm, Andy and Anne-Marie will return to join a panel of experts for a live Q&A session.

To register for this event, please click here. Please don’t delay – in just one week more than 1,500 registrants have already signed up!

Need more help?

If you and your practice need help navigating the travails of the virus, please get in touch by emailing vikki@spoton-businessplanning.co.uk or calling 01949 851 723.