Épisodes

  • Do THIS To Maximize Your Dental Practice Sale Multiple with Luke Moore
    Feb 21 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Want to sell your dental practice for top dollar? In this episode, we sit down with Luke Moore from Dental Elite to break down the key factors that can boost your sale multiple. From understanding EBITDA to navigating the impact of interest rates, Luke shares insider tips on making your practice more attractive to buyers. With private equity still hungry for acquisitions, now’s the time to ensure your practice stands out in a competitive market.

    We’ll uncover strategies to minimise risk and maximise value, from reducing “key man risk” to shifting towards private income streams. Learn how diversifying patient loads among associates and keeping contracts stable can safeguard your practice’s appeal. Plus, if you’re considering transitioning from NHS to private, we discuss how to make the shift without losing financial momentum.

    Finally, we dive into the importance of patient numbers in driving up your practice’s value. Luke reveals the ideal patient-to-surgery ratio, how to re-engage lapsed patients, and why a strong recall system is essential. Whether you’re planning to sell soon or just want to future-proof your business, this episode is packed with actionable insights to help you secure a high-value exit.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    21 min
  • Why Work Longer Than You Need To? with Anick Sharma
    Feb 17 2025

    Are you a dentist looking to grow your wealth? https://www.viderefinancial.com/contact

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    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    What if you could call it quits earlier than you ever thought possible? In this episode, we sit down with Anick Sharma to unpack the strategies that can bring your retirement date forward—without sacrificing your lifestyle. Retirement isn’t just about having a pile of cash; it’s about having a plan. We explore why setting clear financial goals is as crucial as charting a course before setting sail, ensuring you don’t just drift aimlessly but make the most of your hard-earned wealth.

    Through real-life case studies like Adam and Natasha, we highlight how smart financial moves can mean the difference between scraping by and thriving in retirement. Their story is a powerful reminder that planning for longevity, unexpected expenses, and lifestyle goals can help you retire earlier and with confidence. And it’s not just about numbers—it’s about freedom, time, and experiences.

    We also dive into investment strategies that actually work. Forget trying to time the market—Anick breaks down why diversification, tax-efficient investing, and asset allocation matter more than guesswork. Whether you’re keen on DIY retirement planning or just want to know the essentials, this episode arms you with the knowledge to make smart financial decisions and enjoy the retirement you deserve.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    47 min
  • Please Know This If You Have An Income Protection Policy with Warren Robins
    Feb 14 2025

    Need to review your Income Protection?
    Connect with Warren here: https://www.dentistswhoinvest.com/income-protection

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    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Discover how to safeguard your career as a dentist with expert insights from Warren Robbins, as we unravel the complexities of income protection insurance. Master the art of selecting the right coverage that ensures you're financially secure if you can't perform your dental duties. This episode lays bare the myths surrounding insurance providers and highlights the pivotal role of "own occupation" policies. We promise you’ll walk away with a clear understanding of why dentists should prioritize this type of coverage over alternatives like "activities of daily living" or "specified work tasks," which may leave you unprotected at critical times.

    Our discussion doesn’t stop there—we also shine a light on the importance of critical illness cover and total permanent disability (TPD) insurance tailored for professionals who rely on their fine motor skills. Hear Warren's compelling real-world example of a client who secured a substantial payout under an "own occupation" TPD policy, underscoring its crucial value. Amidst a dwindling number of insurers offering this specialized coverage, we offer guidance on navigating these choices wisely. Tune in to learn how to make informed decisions that protect your practice and livelihood, and consider reaching out to Warren for personalized advice or a consultation.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    17 min
  • Why Can't I Get A Good Mortgage? with Anish Patel
    Feb 10 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Struggling to land the perfect mortgage deal as a dentist? In this episode, mortgage expert Anish Patel breaks down why the usual lending rules don’t always work in your favour and how your dental practice’s structure can impact your borrowing power. We dive into why modest salaries and strategic dividends can put a cap on what you can borrow—and how lenders who back business profits can open up better mortgage options for you. Plus, learn how to balance your personal income and business profits to increase your chances of securing your dream home, without messing up your finances.

    But that’s not all! We also explore practical steps to boost your credit score. Even high-earning dentists can fall victim to late payments and Buy Now, Pay Later schemes. Anish shares simple strategies to maintain a strong credit score and why staying on top of direct debits and keeping creditors in the loop can make a difference. We also debunk myths around HMRC tax payment plans and offer advice for locum dentists on managing finances like a pro. Tune in and get the knowledge you need to enhance your financial profile and secure the mortgage you deserve!

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    15 min
  • "I Want A New Car..." Well, Here's How To Get A Good One with Ammar Farishta
    Feb 7 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Thinking of upgrading your car? Before you splash the cash, let’s make sure you’re getting the best deal possible. Car finance expert Ammar Farishta joins us to break down everything you need to know—whether buying or leasing is the smarter move, what all those finance acronyms (PCP, HP, etc.) actually mean, and how your choice could impact your tax bill.

    We’re diving into the key details of car finance, from why leasing can mean lower monthly payments to why Hire Purchase might be a better bet if you like owning your wheels outright. And if you’re eyeing up an electric car, we’ll walk you through the juicy tax breaks and salary sacrifice perks that could make it a no-brainer—especially if you’re running a business.

    This episode is all about making smart money moves when it comes to your next car. So before you sign on the dotted line. Tune in!

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    34 min
  • Do Squats Still Make Sense In 2025? with Dr Bobby Bhandal
    Feb 3 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Is starting a dental squat practice still a smart move in 2025? Dr. Bobby Bhandal joins us to break down why, despite shifting tax policies, squat practices remain a powerful route to success. He shares hard-earned insights on resilience, business acumen, and the mindset needed to build a thriving practice from the ground up.

    We explore modern patient engagement strategies, moving beyond tired discount tactics to authentic marketing that builds trust. Learn how strategic messaging—rather than social media hype—can create a loyal patient base.

    Finally, we dive into the future of dentistry, from AI-driven efficiency to the growing appeal of fully private practice models. If you’re considering a squat practice, this episode is packed with invaluable insights to help you navigate the challenges and opportunities ahead.

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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

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    25 min
  • Do These Things To Make Your Dental Practice Exit Stress Free with Maja Thompson
    Jan 31 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Selling a dental practice is more than just a financial transaction—it’s an emotional journey. In this episode, Maja Thompson from Henry Schein shares expert insights on navigating the complexities of a practice exit while preparing for life after dentistry. Many dentists underestimate the emotional impact of selling, but with the right strategies, you can transition smoothly into retirement without feeling lost or unfulfilled.

    We explore the key steps to a seamless sale, from early planning and tax considerations to diversifying income streams for financial security. Maja also reveals how dentists can embrace new opportunities, hobbies, and even philanthropy to make retirement one of the most rewarding phases of life.

    Finally, we break down the practicalities of selling, including due diligence, legal agreements, lease negotiations, and the increasingly complex process of transferring CQC registration. Whether you’re planning to sell soon or just considering your options, this episode is packed with essential advice to ensure your exit is as smooth and stress-free as possible.


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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

    Voir plus Voir moins
    30 min
  • Ltd Company Vs Sole Trader: Does It Still Make Sense In 2025? with Johnny Minford
    Jan 27 2025

    You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>> dentistswhoinvest.com/podcastreport

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    Join expert dental accountant Johnny Minford as we break down the pros and cons of operating as a limited company versus a sole trader in 2025. This episode dives into the often confusing world of tax decisions, uncovering key insights on potential tax savings and hidden costs that could affect your financial strategy. Whether you’re an NHS dentist or a private practitioner, understanding the nuances of incorporation and consulting with an accountant can make all the difference in shaping your financial future.

    Discover the best tax strategies for limited companies, including tips on valuing goodwill, the timing of incorporation, and how to optimize profit extraction. We also discuss valuable opportunities for non-domiciled UK residents and the strategic use of voluntary liquidation for entrepreneurs’ relief, ensuring you get the most out of your business structure.

    Looking ahead to 2025, we also explore how upcoming tax changes—such as the narrowing gap between income tax and capital gains tax rates—could impact your financial decisions. From pensions to long-term investments, understanding these shifts is crucial for securing your financial future. Tune in for expert insights that will empower you to make smarter tax and financial planning decisions in the dental industry.


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    Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.

    Send us a text

    Voir plus Voir moins
    41 min