Smile Business Planning


Who is it for?

Principals, owners, entrepreneurs, potential practice investors…

  • You may be seeking investment or grant funding
  • You’re certainly ready to turn your practice into a flourishing business
  • You might be stood at a crossroads with your practice
  • You most definitely want to accelerate growth and gain a commercial edge
A dental business planning meeting

What do I get?

  • An independent and impartial evaluation of your business from specialist dental experts

  • An agreed Business Plan – think of it as your step-by-step roadmap to growth

  • Resource planning – breaking down what you need in order to achieve what you want

  • Expert insight into how you can bolster your revenue from your patient list, increase memberships and boost the sales of your most profitable treatments

  • Initiatives to increase ‘chair time’ for you, your associates and hygienists

  • Recommended cost reduction schemes

How Does It Work?



First things first – we’ll give you the peace of mind of complete confidentiality by signing an NDA. Then, over half a day; we’ll dig into your objectives and explore:

  • Where you are financially, where you want to be and the timescale.
  • Your Strengths, Weaknesses, Opportunities and Threats
  • Your ideal treatment sales
  • What sets your practice apart from the competition
  • The resources you have to hand – premises, people, technology and equipment.



Now we’ll set about drafting your plan. It will include:

  • A top line growth strategy to include your vision and growth ambitions
  • Financial planning – including budgets, P&L, cash flow forecast, and break even analysis.
  • Pricing structure
  • Team and resource planning
  • Supplier cost base review



Third and finally – you’ll confirm you’re happy and we’ll ensure that your Business Plan reflects your ambitions and objectives. It will include:

  • Further discussion for refinement (Face-2-Face or Skype)
  • Agree the Business Plan
  • Set milestones and KPIs for review


  • 2-year Business Plan
  • 12 month cash flow
  • Business scorecard detailing agreed KPIs – ensuring that your growth stays on track

How Long Does It Take?

2 months

My Investment?

  • 1 Practice = £2,700 incl. VAT
  • 2 Practices = £3,600 incl. VAT
  • 3+ Practices = POA