CFO and Growth Support That Scales With Your Practice
As a dental practice grows, the financial decisions become more complex. You may be deciding whether to open another site, acquire a practice, refinance debt, improve profitability, build a management team or prepare the business for future investment or sale.
Our CFO and growth advisory service gives you senior financial input around those decisions, backed by the accounting, tax, finance and transaction expertise across Samera.
The level of support increases with the complexity of your business. Smaller practices may only need focused strategic input, while larger groups and DSOs may need ongoing CFO involvement, acquisition modelling, board reporting, funding strategy and long-term planning.
Choose the level of support that matches where your business is today and where you want to take it next.
Choose the right level of support
The right level of support depends on the size and complexity of your dental business, how quickly you are growing and the decisions you are facing.
Our four advisory tiers range from one-off strategic input for smaller practice owners to ongoing CFO, acquisition and board-level support for larger dental groups and DSOs.
Start with the level that fits your business today. We can increase the support as the business becomes more complex.
Not sure which tier fits? Book a free 30-minute consultation and we’ll help you scope the right level of support.
Tier 1 – Entry
Growth Strategy & Review
From £500 + VAT plus ad-hoc specialist work
Best for: 1-3 practices
For owners who want expert input on where the business is now, what needs to change and what to prioritise next.
How it works
One-off strategic review with Arun Mehra FCA, with further specialist support available when needed. No monthly retainer.
What you get
- Growth Strategy Session with Arun Mehra FCA
- Review of your business and growth priorities
- Clear recommendations and next steps
- Access to specialist advice as required
- Optional quarterly strategic check-ins
Why this tier
You need experienced strategic input, but not ongoing CFO support every month.
Keep your existing accountant
Tier 1 does not require Samera to manage your accounting.
Tier 2 – Foundation
Financial Oversight
£1,500/month + VAT
Best for: 2-5 practices
For growing owners who need regular financial oversight, forward planning and support with bigger business decisions.
How it works
Ongoing monthly retainer led by Arun Mehra FCA and the Samera team, with quarterly CFO reviews.
What you get
- Quarterly CFO review
- Financial performance and profitability advice
- Cash flow and forward planning
- Support with key financial and business decisions
- Annual tax planning
- Ongoing advisory support between meetings
Why this tier
Your business is becoming more complex and you need regular CFO input, not just year-end accounts.
Tier 4 – Strategic / DSO advisory
DSO & Group Advisory
From £6,000/month + VAT
Best for: Larger groups, DSOs and PE-backed businesses
For groups that need board-level CFO and strategic support across M&A, investment, performance and long-term value creation.
How it works
Monthly retainer with Arun involved throughout, including every strategic meeting, supported by Natasha, Uros and the wider Samera team.
What you get
Everything in Growth, plus:
- EBITDA improvement and normalisation
- KPI and performance frameworks
- M&A pipeline and acquisition strategy
- Investor and lender support
- Due diligence and transaction readiness
- Operating model development
- Succession and founder de-risking
- Priority support
Delivered by
Arun throughout, with senior delivery from Natasha and Uros and access to the wider Samera group.
Why this tier
At this scale, you need board-level financial leadership across M&A, investors, lenders, governance and long-term value creation.
Tiers 2, 3 and 4 require Samera to manage your accounting. This gives our advisory team consistent, up-to-date financial data to base decisions on. Tier 1 is exempt, so you can keep your existing accountant if you only need strategic support.
Tiers 3 and 4 are capacity-limited. Arun is personally involved in both tiers, so we limit the number of clients we take on to maintain the quality of the advisory work. We’ll confirm availability during your consultation.
What Your CFO & Growth Advisory Covers
The level of support increases as you move through the tiers, but our advisory work is built around five core areas: strategic decision-making, acquisitions and funding, performance and forecasting, tax and group structure, and long-term growth and exit planning.
CFO & Strategic Decision Support
Regular CFO meetings give you dedicated time to step back from the day-to-day business, review performance and make better-informed decisions.
We use the financial data to identify issues, challenge assumptions, assess opportunities and help you decide what should happen next.
The depth and frequency of this support increases as you move through the tiers, from quarterly reviews to more direct board-level involvement.
Acquisitions, Funding & Capital Structure
If you are buying practices, refinancing or raising capital, we help you understand what the deal means for the wider business before you commit.
This can include:
- Acquisition modelling and deal assessment
- Funding requirements
- Debt capacity and structure
- Refinancing options
- Cash requirements after completion
- Stress-testing different scenarios
For Tier 3 and Tier 4 clients, this works directly alongside the Samera Finance team where funding is required.
Performance, Forecasting & Reporting
Good reporting should help you make decisions, not simply tell you what happened last month.
We help you identify the numbers that matter, understand what is driving performance and use forecasts to see where the business is heading.
As groups grow, this develops into board, lender and investor-ready reporting, including group-wide KPIs and covenant reporting where required.
Tax & Group Structure
As a dental group grows, an existing company or tax structure can become inefficient or unnecessarily complicated.
We review how the practices and companies are structured and help you plan ahead as the group evolves.
This can include:
- Group and company structure
- Corporate and personal tax planning
- Remuneration and dividends
- Tax implications of acquisitions
- Preparing the structure for future investment or sale
The depth of this work increases as the business becomes more complex.
Growth, Value & Exit Planning
Every major growth decision should ultimately improve the value and resilience of the business.
We help you model different growth paths, assess investment decisions and understand how today’s choices could affect the future value of your group.
For larger groups, this can include:
- M&A pipeline planning
- EBITDA improvement and normalisation
- Founder dependency and succession
- Investor readiness
- Exit preparation and long-term value planning
When the exit timeline becomes more immediate, this can then move into our dedicated Practice Exit Accelerator.
Who you’ll work with
Meet your growth advisory team
Our advisory team brings together senior financial, accountancy and commercial finance expertise, with the level of involvement increasing as you move through the tiers.
CEO & Founder, Samera
Arun leads all tiers and personally conducts our Growth Strategy Sessions.
- Fellow of the ICAEW
- Former Vice President at Bank of America, with previous roles at PwC and Credit Suisse
- Dental practice owner and co-founder of The Neem Tree Dental Group
- 25+ years working with dental businesses
Director of Operations – Accountancy and Tax
Natasha leads the financial and accountancy delivery behind the advisory relationship, including Tier 2 support and the reporting that underpins larger group engagements.
She has been with Samera since 2014 and works closely with dental practice owners and groups on financial performance, reporting and tax planning.
Commercial Finance Broker
Uros supports Tier 3 and Tier 4 clients where acquisitions, refinancing or capital structure form part of the growth strategy.
He specialises in:
- Dental practice acquisition finance
- Debt structuring
- Refinancing
- Growth capital
Commercial finance is provided separately through FCA-authorised Samera Finance Ltd.
Get in Touch
Other ways to reach us
Prefer not to book a call? You can also get in touch directly or send a message and we’ll get back to you.
- Email: info@samera.co.uk
- Phone: (+44) 20 7100 8788
- WhatsApp: Message us on WhatsApp
What our clients say
Been with Samera since 2008 when we bought our first dental practice, their knowledge and expertise is second to none not least because they also own their own dental practices, putting them a unique position in terms of their knowledge and advice for the Dental Industry. Whether you’re setting up from scratch or acquiring an existing practice, Samera have been there to offer advice on raising finance, staff and team issues, tax knowledge, leadership and having a strong vision, marketing, getting into purchasing groups and also purchasing equipment. It’s been a pleasure to work with them.
Saijel – 5 Stars
Arun Mehra and his friendly team helped and advised me in all matters of accountancy, raising finance, payroll, furlough support and general business advice. The whole teams collective vast experience and knowledge in all business matters and dentistry is invaluable when you are running any type or size of business.
Antimos – 5 Stars
Huge thanks to Natasha, Aditi, Arun, Karyn, and the entire Samera team for their outstanding support and guidance. Their professionalism, responsiveness, and deep expertise is a great support for our business. I truly felt supported every step of the way. Highly recommended!
Rajvansh – 5 Stars
We have been using Samera for three years. They are friendly, helpful, extremely competent and easy to work with. No matter how many questions I have, they always provide timely assistance and have helped us move forwards with the business. I would have no hesitation in recommending them to anybody
Suzy – 5 Stars
Related services
Other ways we help dental practices grow
Growth rarely depends on one area alone. As your dental business becomes more complex, you may also need support with finance, reporting, group accounting, operational systems or preparing for an eventual sale.
These services can work alongside the CFO and Growth Advisory relationship where needed.
Financial Infrastructure for Dental Groups
Build the reporting, controls, forecasting and finance function your group needs as it scales, raises funding or prepares for institutional investment or sale.
Dental Practice Finance
Raise finance for acquisitions, refinancing, property, equipment and growth, with funding strategy coordinated alongside your wider CFO advisory work.
Practice Exit Accelerator
A structured 18-month programme for owners and groups preparing for sale, focused on improving EBITDA, reducing buyer risks and getting the business transaction-ready.
Accountants for Dental Groups & DSOs
Multi-site and multi-entity accounting, tax and group reporting that provides the reliable financial information needed to manage and scale a dental group.
Grow a Dental Practice
Explore the wider growth journey, from improving an existing practice and opening new sites to acquisitions, group expansion and preparing for exit.
Clever Practice
Use software and automation to improve visibility across your practice, simplify associate pay and make day-to-day management more efficient as the business grows.
Common questions about Samera Growth Advisory
What does a CFO adviser do for a dental practice?
A CFO adviser helps you use your financial information to make better business decisions. That can include profitability, cash flow, forecasting, acquisitions, funding, group structure, investment decisions and longer-term growth or exit planning.
The level of support depends on the size and complexity of your dental business.
Which Growth Advisory tier is right for me?
It depends on the size of your business and the decisions you need help with.
Tier 1 is designed for owners who want focused strategic input without an ongoing CFO relationship. Tier 2 introduces regular financial oversight and CFO reviews. Tier 3 is aimed at groups actively growing or acquiring practices, while Tier 4 provides more intensive board-level support for larger groups, DSOs and PE-backed businesses.
Book a free consultation and we can help you determine which level is appropriate.
Do I need to use Samera as my accountant?
Not for Tier 1. You can keep your existing accountant and use Samera for strategic advice when required.
Tiers 2, 3 and 4 require Samera to manage your accounting so that the advisory team has consistent, up-to-date financial information to work from.
Can I move between tiers as my dental group grows?
Yes. The service is designed to scale with the business.
You may start with occasional strategic support and move into regular CFO involvement as you add practices, make acquisitions, take on additional debt or bring investors into the business.
Can you help us buy and finance additional dental practices?
Yes. For growing groups, our advisory work can include acquisition modelling, assessing deals, cash flow forecasting, debt capacity and funding strategy.
Where external finance is required, the advisory team can work alongside Samera Finance to arrange acquisition or growth funding.
What is the difference between the free consultation and the Growth Strategy Session?
The free consultation is an initial conversation to understand your business, what you are trying to achieve and whether Samera’s Growth Advisory service is appropriate.
The Growth Strategy Session is a paid strategic review with Arun Mehra FCA. It involves a deeper review of the business and provides specific recommendations and priorities for what you should do next.
Can you help us prepare the business for investment or an eventual sale?
Yes. Growth Advisory can help you improve financial performance, strengthen reporting, reduce founder dependency, prepare for investors and understand how current decisions affect the future value of the group.
When a sale becomes a defined objective, more detailed exit preparation can be handled through Samera’s Practice Exit Accelerator.
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Thinking About Growing Your Dental Business?
Whether you are looking to improve performance in your current practice, acquire additional sites or build a larger dental group, an early conversation can help you understand what the next stage should look like and what support you need to get there.
Samera has supported dental businesses since 2002, and we have started, grown and sold practices ourselves. We can help you make better financial decisions, plan growth properly and build the structure needed to scale with confidence.
Free, no-obligation initial consultation. Book a call at a time that suits you.