Case Studies

Client Profile:A first-time buyer with a clear goal: to step into practice ownership with confidence, clarity, and the right support from day one. The Challenge:Like many first-time buyers, this client had the ambition and drive but needed trusted guidance to navigate the financial side of buying a practice – from understanding lender expectations to assessing whether the practice was truly viable. Our Approach: The Outcome:The client successfully completed on his first practice purchase – with

Background Buying a nursery as a first-time owner can feel daunting. With strict lender requirements, regulatory considerations, and the need for a strong financial package, many prospective buyers worry about whether they’ll be able to secure the funding needed. This case study highlights how we supported a client in purchasing their first nursery — despite challenges — by structuring the finance effectively. The Opportunity The client had identified a promising nursery business with strong occupancy

The Challenge Buying a first dental practice is always a major milestone — but for my clients, the journey was anything but straightforward. From the outset, they faced significant hurdles across almost every stage of the process: securing finance, navigating insurance, coordinating with solicitors, and managing unforeseen complications that threatened to derail the deal entirely. At several points, it genuinely looked like the acquisition might fall through. For first-time buyers especially, these challenges can feel

Background Purchasing a first dental practice is one of the biggest steps in a dentist’s career. For many first-time buyers, navigating the funding process can feel overwhelming, with multiple options, lender requirements, and financial considerations to balance. Our client, a first-time buyer, approached us for support in securing the finance needed to purchase their dream practice. They wanted clear guidance, a smooth application process, and the confidence that they were choosing the best available funding