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Webinar
Arun Mehra FCA

Arun Mehra FCA

Webinar Series: Samera Financial + Tax Insights for Dentists

Date and Time

Various Dates

19:00

Online Event

Free

1. Understanding Your Dental Practice Finances

Goal:
Teach dentists why knowing their financial position is crucial and how it impacts growth.

Key Points:

  • Common financial mistakes that practice owners make.
  • Key financial statements (P&L, balance sheet, cash flow) explained.
  • EBITDA multiples: what they are and why they matter.
  • How understanding finances reduces stress and reliance on the owner.

Streamyard Link: https://streamyard.com/jgwgerwy4u

2. Optimising Your Practice Tax

Goal:
Help dentists implement tax-efficient strategies.

Key Points:

  • Choosing the right practice structure for tax efficiency.
  • Salary, dividends, and cash extraction strategies.
  • Tax-saving strategies for capital and operational expenses.
  • Planning for future exit or expansion.

Streamyard link: https://streamyard.com/w2jx2f6n4b

3. Practice Growth & Building a Dental Group

Goal:
Show dentists how to scale efficiently.

Key Points:

  • How to acquire new practices (goodwill vs freehold).
  • Structuring a dental group for growth.
  • Key ratios to monitor for performance and profitability.
  • Funding mix: debt vs equity for scaling.

Streamyard Link: https://streamyard.com/uww6wwww6m

4. Financial Systems & Tech

Goal:
Make dentists confident in managing practice systems.

Key Points:

  • Financial systems every practice should implement.
  • Using technology and AI to automate bookkeeping, reporting, and forecasting.
  • Monthly reporting: what to track and how to interpret the numbers.
  • Training your team to handle finance effectively.

Streamyard Link: https://streamyard.com/cngxmcq9xz

5. Pricing & Profit Growth Strategies

Goal:
Maximise profitability without losing patients.

Key Points:

  • Optimal pricing strategies based on market and practice costs.
  • Increasing profit margins using strategic decision-making.
  • Monitoring performance with key financial ratios.
  • Profit growth strategies for short-term and long-term success.

Streamyard Link: https://streamyard.com/9ibqvsuisu

6. Funding Your Practice

Goal:
Ensure dentists know how to finance growth or start-ups.

Key Points:

  • Types of funding: start-up finance, acquisitions, refinancing, and asset finance.
  • How to negotiate finance effectively.
  • Avoiding over-leverage and ensuring sustainable cash flow.
  • Case examples of successful financing strategies.

Stream Yard Link: https://streamyard.com/sa8q4aizbe

7. Building the Right Team

Goal:
Help dentists assemble the right people to manage growth.

Key Points:

  • Roles needed in your financial team.
  • Outsourcing vs in-house finance: pros and cons.
  • Delegating financial tasks while maintaining control.

Streamyard Link: https://streamyard.com/pi6uxn6a2c

8. AI & the Future of Dental Practice Finance

Goal:
Introduce AI as a tool to streamline and optimise practice financials.

Key Points:

  • How AI can transform bookkeeping, forecasting, and reporting.
  • Practical AI tools dentists can implement now.
  • Case studies or examples of AI in dental practices.
  • Steps to integrate AI without disrupting operations.

StreamYard Link: https://streamyard.com/pyv9sn2tpu

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