Case Study

Practice Situation

A long standing practice with several thousand patients in August 2004 this dentist was struggling to keep his head above water, feeling stretched financially, professionally and personally. As with all personal clients I explained what Samera could do for him and he was suitably impressed, but dare I say it a bit sceptical, could things change so much that will improve his financial, professional and personal situation?

What we did

Over a space of a couple of months we first began to understand what he wanted to achieve and when by. By performing a thorough assessment of the practice and then putting a robust plan together we had a blueprint for what he wanted to achieve from his practice over the next 12 months and beyond. Regular updates and progress meetings with him and his staff helped this practice:

• Implement a staff appraisal system
• Put into action a robust communication sales technique in his practice
• Grow his private patient base (he was mainly NHS)
• Build a team that is working effectively and profitably
• Monitor Key Performance Indicators
• Implement a financial management system that provides him with accurate data on financial performance

The results to date

The results speak for themselves. He is healthier, spends less hours at work, seeing more of his family, and earning more, all objectives he thought he may only achieve 12 months later, but in fact he achieved them with our constant help much earlier than anticipated. So the next six months should be even more promising. His next plans are to take more of a back seat and slowly ease himself in to retirement. His aim is to sell a profitable, healthy practice to fund his retirement.

If you want to read about other real life case studies please get in touch with us.