Cut 40% of Admin Stress, Build a Future-Ready Practice
Exclusive for UK Dental Practices | Trusted by Practices Preparing for CQC, Growth & Sale
Get Your Practice
SALE READY
With a Personalised
AI & Automation Audit
Limited December Priority Slots – £2,495
Uncover hidden inefficiencies, cut compliance/admin time by up to 40%, and free your team to focus on patients, not paperwork
Only 2 dentist slots remain this month
Have You Been Told This About Running Your Practice?
Remove Principal Reliance
→ Buyers won’t touch practices where everything depends on the dentist. Without systems and staff in place, valuations plummet
Unlock Higher Valuations
→ Most practices sell for less than they should. With the right preparation, positioning, and automation, values can increase by 20–30%+
Avoid Deal Collapse in Due Diligence
→ Compliance gaps, missing patient records, or weak processes derail sales - even for healthy practices. Fix them early
CQC & Compliance Drains Time
→ Hours lost to recalls, audits, and paperwork could be freed for patients and growth
End the Admin Burden
→ From bookings to payroll, manual admin eats time, stresses principals, and stalls growth.
The problem isn’t finding buyers - it’s proving your practice is ready. Without the right systems and compliance in place, even serious buyers see too much risk and walk away.
The truth is: most practices are undervalued.
Because they’re not truly sale-ready.
Our dentist audit fixes that - so you’re compliant, efficient, and positioned for maximum practice value.
Only 2 dentists slots available in December
Super Simple 3 Step Process
Step 1
Discovery
We don’t just look at your numbers - we dig into your exit goals and uncover whether your practice is overly dependent on you.
If your practice can’t run without you, it won’t sell - or will sell for far less than it’s worth.
INCLUDES:
2 hour Deep Dive Session
Complete analysis of your current practice systems
Review of patient acquisition, referral systems, and marketing processes
Assessment of team & client onboarding
Evaluation of workflows (spotting over-dependence risks and automation opportunities)
Step 2
Action Plan
This is where findings turn into fixes. We pinpoint quick wins, high-impact opportunities, and compliance gaps that could derail a sale or drain your time.
Every area of your practice - from contracts and data to workflows and finances - is reviewed through the lens of maximising transferable value and reducing reliance on the principal.
INCLUDES:
Detailed report with specific AI/automation recommendations
Step-by-step action plan with ROI projections
Priority implementation schedule
Visual roadmap of proposed systems
Clear steps to free up the principal’s time and reduce risk
Step 3
Strategy Review
Finally, we turn insight into action. You’ll leave this session knowing exactly what to do next - confident, compliant, and ready to move forward.
INCLUDES:
1 hour Strategy Review Call
Walk-through of your customised report
Highlighting “quick wins” for instant improvements
Showing you where your practice is overly dependent (and how to fix it)
Prioritised actions to reduce compliance risk & boost buyer confidence
Clear timeline for what to do tomorrow, next month, and in the run-up to a potential sale
Strategic guidance for moving forward (including high-risk compliance gaps: CQC, GDPR, data security) so you’re protected before due diligence
This 3-step process tackles the #1 reasons dental practice sales collapse - principal over-dependence and compliance failures - which account for over 70% of deals that fall through
With a clear roadmap, you position your practice for a smoother exit and stronger offers.
Ready to get started?
AI in Dentistry Isn’t Optional Anymore - It's the Edge That Boosts Value
Every day you delay implementing AI and automation, you’re not just losing efficiency – you’re losing practice value.
Save 20+ hours a week by automating recalls, compliance, and bookings
Unlock hidden revenue with streamlined patient flow and automated marketing
Stay competitive as peers adopt automation and scale faster
Remove growth blocks caused by principal-dependence and bottlenecks
When buyers look at your practice, they don’t just see today’s patients – they see tomorrow’s systems.
Practices adopting our audit framework reduced admin time by 40% within 3 months and saw higher valuations in due diligence.
If you’re still reliant on outdated, manual ways of working, your practice will:
Be valued lower than systemised practices
Take longer to sell
Risk falling apart in due diligence due to compliance/admin gaps
That’s why Exit By AI Dentist Audit exists: to help you future-proof your operations, free up your time for patients, and ensure your practice thrives – with or without you in the chair.
Only 2 dentist slots left this month – secure yours now
Here’s What Dentists Like You Achieved With Exit By AI
I was spending hours every week on CQC compliance and patient recalls.
The audit showed me exactly how to streamline it with automation. Now I save 10+ hours a week and focus on patients, not paperwork.
Principal Dentist – 3-chair Private Practice, London
Verified client audit, July 2025
Inefficiencies cost us thousands every month.
With Exit By AI’s roadmap, we cut admin time by 40% and positioned for sale with a stronger valuation - adding £200k+ to projected exit value.
Practice Owner – Mixed NHS/Private, Midlands
Exit By AI Dental Audit, June 2025
Ready to see results like this? Only 2 dentist slots left this month
Designed for Dentists Who Want More Than Just Survival
dental practices with £200k–£2M annual revenue
Where growth, efficiency, and sale-readiness deliver the biggest uplift
principals who’ve been told their practice is ‘unsaleable’ or too owner-dependent
We’ve helped practices like this become buyer-ready within months.
Practices Struggling With Compliance & CQC Admin
Cut compliance time by 40% and reclaim valuable chair-time
Owners Not Ready to Sell Yet, But Want a Future-Proof Practice
Protect today’s operations while safeguarding tomorrow’s valuation
Forward-Thinking Principals Who Want to Leverage AI for Growth or Exit
Don’t let your life’s work be undervalued - get ahead of the curve
Only 2 dentist slots left this month
Future-Proof Your Practice with AI & Automation - and Secure a Stronger Valuation
Our Dentist AI & Automation Audit uncovers hidden inefficiencies, streamlines compliance/admin, and positions your practice for a higher valuation.
Cut compliance/admin time by 40% and free your team to focus on patients, not paperwork.
Only 2 priority slots remain this month - secure yours before they’re gone.
Secure your audit slot today - no obligation, just clarity for your practice
What’s Inside a DENTIST Audit?
Our 8-Part Framework Is Built To Uncover Hidden Value, Reduce Principal Dependence, And Future-Proof Your Practice.
1 - Executive Summary
Snapshot of your practice: key findings, risks, and opportunities.
At-a-glance clarity so you can see where value is lost - and how to get it back2 - Practice Operations Review
Deep dive into:
Chair-time efficiency
Patient flow and recalls
Referral systems
Compliance records (CQC, GDPR, training logs)
3 - AI & Automation Opportunities
Quick wins that save 20+ hours a week:
Patient bookings & recalls
Billing & payments
Review requests & reputation management
4 - Proposed Tools & Solutions
Hand-picked tech stack for dental practices, compared by cost and function.
5 - Impact Analysis
Time saved, compliance/admin stress reduced, and valuation uplift potential.
6 - Implementation Roadmap
Clear phased plan:
Immediate fixes
Medium-term optimisations
Long-term scalable growth
7 - Training & Change Management
Practical adoption strategies:
Reducing principal reliance
Empowering team members
Ensuring smooth buy-in
8 - Sale-Ready Extras
Checks that protect value today and tomorrow:
Owner-dependence risk review
Recurring hygiene/patient revenue mapping
Data room preparation for due diligence
Compliance checks (CQC, GDPR, cybersecurity)
Result: You don’t just gain efficiency - you get a practice that’s compliant, scalable, resilient, and exit-ready.
Dentist Audit – Special Offer £2,495
Best for UK dental practices looking to reduce stress, cut compliance/admin load, and increase practice value.
Owner-dependence risk review (so your practice doesn’t rely only on the principal)
Implementation roadmap covering compliance, CQC, GDPR, and data security gaps
AI-driven solutions for bookings, recalls, reviews, billing, and patient flow
Tailored roadmap to reduce admin time by up to 40% and boost valuation
Recommendations you can implement immediately + a long-term scaling plan
Only 2 priority slots remain this month - secure yours before they’re gone.
MEET THE FOUNDEr
Hey, I'm Kel!
For over 20 years, I worked in defence and cybersecurity with BAE Systems, Lockheed Martin, QinetiQ, and NATS – building AI and automation solutions where mistakes simply weren’t an option.
I saw first-hand how the right systems and preparation don’t just avoid failure – they create success.
That same principle is what drives Exit By Ai.
Too many business owners pour decades into their companies, only to discover when it comes time to sell that:
Their business is too dependent on them
Buyers walk away in due diligence
Brokers undervalue what they’ve built
I founded Exit By Ai to change that story.
Today, I bring that same precision and problem-solving to ambitious business owners who would like to:
Free themselves from day-to-day firefighting
Increase profitability without adding more chaos
Be genuinely sale-ready – whether that’s next year or ten years from now
I specialise in uncovering hidden inefficiencies, designing future-proof systems, and making businesses run smoothly without the owner doing all the heavy lifting.
It’s why brokers partner with me to help their clients maximise exit value – and why owners who aren’t selling yet still see this as the smartest growth move they can make.
I built Exit By Ai so owners never have to watch their life’s work be devalued or left unsellable.
Some even decide to keep their business after our recommendations are implemented - because it finally runs without the chaos.
STILL NOT SURE?
Frequently Asked Questions
Got questions? You’re not alone. Here’s everything you need to know before deciding if this audit is right for you
How long will the report take to come through?
Typically we will be able to generate your report for you within 2-3 weeks of the initial audit call. However, for more complex cases we will confirm on the initial audit call.
Do we have to use you to implement the suggestions outlined in the report?
No, not at all. You are very welcome to take the report back to your team for them to implement.
What is the refund policy if we aren't happy with the report?
Due to the nature of the project and the time involved in generating the report we are unable to offer a refund. However, we are happy to clarify any aspect of the report that you don't feel is covered in the debrief call.
What aspects of my business will the report cover?
AI & Automation Audit Scope for Dentists
1. Executive Summary
Brief overview of the dental practice.
Key findings and proposed areas of improvement.
Expected impact of AI, automation, and compliance alignment (CQC, GDPR) on efficiency, patient care, and practice valuation.
2. Current Business Analysis
Operations
Analyse patient workflows, bottlenecks, and manual tasks (e.g., recalls, booking, billing).
Review how compliance processes (CQC, infection control, safeguarding logs) are being managed.
Marketing Strategies
Evaluate local visibility: Google reviews, patient testimonials, and online search ranking.
Assess digital marketing campaigns, recall systems, and patient engagement processes.
Sales Processes
Review lead generation from enquiries and patient registrations.
Assess how follow-ups, treatment plan conversions, and recall effectiveness are managed.
Team Productivity
Assess staff roles in patient care, compliance, and admin.
Identify where the principal dentist is still carrying the majority of responsibility.
Systems and Tools
Document existing practice management software, compliance systems, and digital tools in place.
Check for duplication or gaps in patient communication platforms (SMS, email, online booking).
3. AI and Automation Opportunities
Operations
Streamline patient recalls, appointment scheduling, and compliance record-keeping.
Automate reporting for audits (CQC, GDPR, H&S).
Reduce manual data entry and clinical-to-admin handovers.
Marketing
Automate patient review requests post-appointment.
Implement AI-driven local SEO and patient segmentation.
Optimise social media content scheduling and Google Ads retargeting.
Sales
Automate new patient follow-ups and treatment plan reminders.
Implement chatbots to answer FAQs, explain procedures, and support nervous patients.
Reduce missed opportunities by auto-tracking unbooked consultations.
Team Collaboration
AI-driven task prioritisation for compliance deadlines, recalls, and patient comms.
Automating handover notes between clinical and admin teams.
System Integration
Connect practice management software, communication tools, and finance systems.
Ensure seamless data sharing while staying GDPR compliant.
4. Proposed Tools and Solutions
Overview of recommended tools (e.g., CRM/practice management platforms, compliance trackers, AI review systems, automation software).
Comparison of options (cost, functionality, ease of use).
Suggested integrations with existing dental practice software.
5. Potential Impact Analysis
Time savings for the team (target: 40% reduction in admin load).
Cost reductions through streamlined compliance and operational efficiency.
Improved patient flow, recall effectiveness, and satisfaction.
Stronger valuations by proving scalability and compliance readiness.
Metrics to monitor post-implementation (admin time, patient retention, compliance gaps closed).
6. Implementation Roadmap
Phased approach to deploying solutions:
Short-term (quick wins): Automating recalls, review requests, appointment confirmations.
Mid-term: Integrating dashboards for compliance reporting, treatment plan follow-ups, and KPI tracking.
Long-term: Scaling automation across all practice operations, ensuring CQC inspection-readiness and sale-preparedness.
Timeline and milestones agreed with the practice.
7. Training and Change Management
Recommendations for staff training in new tools and processes.
CQC-focused compliance training (infection control, safeguarding, GDPR).
Strategies to encourage adoption of new systems and reduce resistance to change.
Support for the principal dentist to transition away from over-reliance.
8. Sale-Ready Extras (Beyond Automation)
Our audit doesn’t just identify efficiencies – it positions your practice for maximum valuation at exit. These additional checks and recommendations ensure no stone is left unturned:
Owner Dependence Risk
– Strategies to ensure the practice runs smoothly without the principal dentist, boosting buyer confidence.
Data Room Preparation
– Guidance on structuring contracts, staff training records, compliance documentation, and SOPs so you’re due-diligence and CQC inspection ready.
Customer & Supplier Contracts
– Review of supplier agreements (labs, materials, equipment) and patient contracts (NHS/private) to reduce single-point failures.
Recurring Revenue Mapping
– Identifying opportunities for predictable income: hygiene plans, patient memberships, recall systems.
KPI Dashboarding
– AI-driven reporting to track financial, patient, and operational metrics in real time.
– Include compliance KPIs (complaints, wait times, safeguarding, infection control).
Compliance & Risk Checks
– Spotlight potential red flags (GDPR, cybersecurity, H&S, infection control gaps) before they derail inspections or deals.
Succession & Team Continuity
– Cross-training staff in compliance and admin to reduce key-person risk.
– Documenting clinical and operational processes so the practice continues seamlessly.
Brand & Market Positioning
– Strengthening Google reviews, patient testimonials, and digital presence.
– Ensuring reputation and marketing assets are buyer-ready and patient-trust strong.
Result:
You won’t just be more efficient - you’ll be:
✅ CQC inspection ready
✅ Less dependent on the principal
✅ More trusted by patients and staff
✅ Sale-ready and future-proof, whether you plan to exit in 12 months or 10 years.
Ready to Get Sale Ready with AI & Automation?
Start Your Audit Today!
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."