Dental CFO Services
Your dental group is growing. Your finances need a CFO. Not another accountant.
Arun Mehra FCA
Dental CFO
Samera’s Dental CFO Service gives scaling dental groups the strategic financial leadership of a full-time CFO – at a fraction of the cost.
Acquisition modelling, debt structuring, tax strategy and monthly board-ready reporting. All led personally by Arun Mehra FCA.
Most growing dental groups are making million-pound decisions without a CFO in the room.
You’ve outgrown your accountant. You’re making £2M+ decisions — acquisitions, debt refinancing, tax restructuring — with financial support designed for a single practice.
A full-time CFO costs £150,000–£200,000 a year. And most CFOs have never run a dental group.
There’s a better way.
Strategic financial leadership built specifically for dental groups.
Monthly CFO Meeting
60–90 minute virtual board meeting each month. Financial performance reviewed, KPIs tracked, decisions stress-tested. Led by Arun Mehra FCA with your full accounts team in the room.
Acquisition & Debt Advisory
Modelling for acquisitions, refinancing and growth capital. Uros Turcic (FCA-regulated finance broker) works alongside the CFO team — so advice and execution sit in the same room.
Board-Ready Reporting
Monthly management accounts, cash flow forecasts, and practice benchmarks — formatted for lenders, investors and your own board. Not just for HMRC.
Tax Architecture
Ongoing personal and corporate tax planning. Group structure reviews. Dividend and remuneration optimisation. Proactive strategy throughout the year — not reactive compliance.
Growth & Exit Planning
Whether you’re acquiring your next site or building toward an exit, we model the numbers, stress-test the assumptions and give you a clear financial roadmap.
This isn’t a junior account manager with a checklist.
Your CFO pod is led by Arun Mehra FCA — ICAEW-qualified, PwC and Bank of America trained, founder of Samera in 2002, and co-owner of Neem Tree Dental Group.
Arun is one of the only dental CFO advisers in the UK who also runs his own dental practices. He doesn’t just advise on the numbers. He lives them.
Supported by Natasha (tax and accounts lead) and Uros Turcic (FCA-regulated finance brokerage), your CFO team covers every dimension of your group’s financial life.
Transparent pricing. No surprises.
We put our fees on the page because serious operators deserve to know what they’re investing before they get on a call.
Foundation
For groups at 2–5 sites
£1,500 per month plus VAT
Includes:
- Monthly management accounts review
- Annual tax planning session
- Quarterly CFO meeting (60 mins)
- Personal tax optimisation
- Email support between meetings
- Delivered by: Natasha + accounts team
Growth
For groups at 5–15 sites actively acquiring
£3,500 per month plus VAT
Includes everything in Foundation, plus:
- Monthly CFO board meeting (90 mins, Arun-led)
- Acquisition financial modelling
- Debt structuring and lender introductions (Uros)
- Cash flow forecasting and budget management
- Group structure and tax architecture review
- Board-ready monthly reporting pack
Strategic
For groups at 15–30 sites or PE-backed
From £6,000 per month plus VAT
Includes everything in Growth, plus:
- Arun Mehra personally on every call and available between meetings
- Investor and lender meeting representation
- Full exit planning and valuation modelling
- M&A pipeline advisory
- Bespoke reporting for PE sponsors or bank covenants
- Priority access — 48hr response guarantee
All tiers require Samera to manage your accounting and bookkeeping.
This ensures your CFO team always has live, accurate data to work from — not last year’s numbers.
Not sure which tier? We’ll tell you honestly on the first call.
Frequently asked questions
Below are some of the questions we get regarding our Finance Director services. If you don’t see your question answered here, please contact us. We’d be happy to speak with you about your individual situation.
Is this different from your standard accountancy service?
Yes. Standard accountancy is compliance — we look back and file correctly. The CFO service is strategic — we look forward and make decisions. Most clients take both. The CFO layer makes the accounting data actually useful.
Do I need to be an existing Samera client?
You’ll need to move your accounting and bookkeeping to Samera to use the CFO service. This isn’t a commercial requirement — it’s a quality one. We can only give strategic advice if we trust the numbers we’re working from.
Can you help with a specific acquisition I’m looking at right now?
Yes. This is one of the most common entry points. Book a consultation and we’ll discuss whether a one-off project or an ongoing retainer makes more sense.
What’s the minimum commitment?
3 months. In practice, clients stay for years — because the decisions compound.
Do you work with PE-backed groups?
Yes. The Strategic tier is specifically designed for groups with institutional investors requiring formal board reporting and covenant compliance.
Your next acquisition.
Your tax position.
Your exit.
These decisions are happening now.
Most dental groups at 5+ sites are making £1M+ decisions without a CFO in the room.
Let’s fix that.
