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10-Step Checklist for Starting a New Dental Practice

10-step checklist for starting a new dental practice - featured

Starting a new dental practice is a big move. This guide gives you a clear, start-to-finish overview of the full setup process, without overwhelming you.

Each step is deliberately brief. Behind every stage sits a more detailed guide, worksheet or checklist you can use when you are ready to go deeper.

We have delivered and supported squat dental practices, from early feasibility through to fit-out, equipment installation and long-term maintenance. Our advice is grounded in live projects, real budgets and real-world constraints, backed up by documented case studies from practices that are now trading successfully.

By following this guide, you will:

  • See where mistakes typically happen, and how to avoid them
  • Know when to plan, when to commit and when to pause
  • Have the right documents ready at each stage
  • Understand the correct order of decisions

Throughout the guide, you can download practical tools, including the Squat Dental Practice Setup Checklist and our Step-by-Step Guide to Starting a Squat Dental Practice ebook.

These are designed to help you move from idea to opening day with confidence, structure and control.

Table of Contents:

Why Clear Planning Sets Your Dental Practice Up for Success

Many squat dental practices struggle not because of ambition, but because key decisions are made too late or in the wrong order.

Common pressure points include:

  • Underestimating how long planning, approvals and fit-out really take
  • Budget creep caused by late design or equipment changes
  • Compliance gaps discovered close to opening day

Speed often feels productive early on, but it usually creates rework, delays and extra cost later. Clear planning gives you control.

It helps you sequence decisions properly, lock in budgets at the right time and keep regulatory requirements aligned with your build and equipment choices.

This guide focuses on preparation first, so when you do move quickly, you are doing it with confidence rather than guesswork.

Step 1. Project Planning for Your Dental Practice

Strong project planning keeps your build on track, your budget controlled and your decisions in the right order.

Define Scope, Timeline and Milestones

Start by mapping the full journey from initial idea to opening day. This gives you visibility on what needs to happen, and when.

Focus on:

  • Core project phases, feasibility, design, approvals, build, install and opening
  • Key milestones that trigger cost commitments
  • Decision points that affect programme length and spend

Use templates such as a Budget Estimator Worksheet and Business Plan Template to keep assumptions clear and documented from day one.

Cost vs Service Trade-Offs

Early decisions lock in long-term outcomes. This is where many squat practices create problems without realising it.

Be clear on:

  • Where higher upfront spend reduces future disruption
  • Which shortcuts typically lead to rework or compliance issues
  • How design, equipment and servicing choices affect lifetime costs

Good project planning balances cost, quality and timing, rather than optimising one at the expense of the others.

Step 2. Initial Budgeting and Cost Planning

Budgeting at this stage is about direction, not perfection. The goal is to understand scale, pressure points and viability.

Indicative Budgets for a Squat Dental Practice

Your early budget should set realistic expectations without drowning you in detail.

At this stage:

  • Expect numbers to evolve as design and specifications are confirmed
  • Treat the budget as a planning tool, not a final commitment
  • Use broad cost ranges rather than fixed figures

This approach helps you test feasibility before time and money are locked in.

Use our Budget Calculator Spreadsheet to list all potential expenses. This is a Google Sheet, but you can contact us for an Excel worksheet version.

Common Budgeting Mistakes to Avoid

  • Underestimating total setup costs
  • Overestimating early-stage revenue
  • Ignoring contingency allowances

Key Cost Areas to Include

  • Property: lease or purchase, fit-out, utilities
  • Staffing: recruitment, salaries, training
  • Equipment and technology: surgeries, imaging, sterilisation and plant
  • Marketing and branding: website, signage, local promotion
  • Professional fees: licences, insurance, accounting and legal support
  • Operating expenses: supplies, consumables and ongoing marketing

Creating Your Indicative Budget

  1. Research average costs in your local area
  2. Set realistic high and low ranges for each category
  3. Calculate total estimated startup costs
  4. Review and refine as your plans develop

An indicative budget gives you clarity early on, and the flexibility to adapt as your squat practice moves from concept to reality.

Step 3. Choosing the Right Location for Your Practice

Your location directly affects demand, visibility and long-term growth. The right site supports your business model. The wrong one limits it from day one.

Demographic and Market Analysis

Start with the people, not the property.

Review:

  • Local age profiles, income levels and family mix
  • NHS versus private demand
  • Population growth and planned developments

This tells you whether the area can sustain your services, not just whether space is available.

Competition, Access and Visibility

Next, assess how patients will find and reach you.

Consider:

  • Number, type and positioning of nearby dental practices
  • Parking, public transport and ease of access
  • Street presence, signage potential and foot traffic

Lower rent rarely offsets poor visibility or access.

Choosing the Right Property Type

The style and previous use of a building shape how your practice is perceived and how easily it can operate.

Think about:

  • Architectural style and fit with your brand
  • Size, layout and potential for future expansion
  • Planning history and regulatory implications

Our ebook includes a clear comparison table outlining the pros, cons and typical budget ranges for each property type.

Squat Practice property types

Common Mistakes to Avoid

Many location issues only become obvious after contracts are signed.

Avoid:

  • Underestimating local competition or failing to differentiate
  • Prioritising short-term savings over long-term viability
  • Skipping detailed market and demographic analysis
  • Overlooking accessibility requirements for patients with disabilities

Use the Location Review Worksheet

To support this step, use our Choosing the Right Location worksheet to assess:

  • Demographics, age, income and household makeup
  • Competitive landscape and market saturation
  • Accessibility, parking, visibility and transport links
  • Physical property condition, layout and compliance
  • Foot traffic, signage opportunities and local engagement potential

A structured location review helps you commit with confidence rather than relying on instinct alone.

Step 4. Planning Permission and Building Regulations

Planning and compliance decisions determine what you can build and how smoothly your project progresses. Mistakes here usually mean delays and redesign.

Understanding UK Planning Requirements

Before committing to a site, confirm that it can legally operate as a dental practice.

Key points to check:

  • Whether a change of use is required
  • Local planning policies and constraints
  • Early engagement with the local authority to flag risks

A pre-application discussion often saves time and avoids unnecessary redesign later.

Building Regulations and Healthcare Compliance

Building regulations ensure your practice is safe, accessible and clinically compliant.

Design must address:

  • Fire safety and emergency access
  • Ventilation and environmental control
  • Accessibility for patients with disabilities
  • Clinical waste management and safe room layouts

Your practice must also meet the requirements of the Care Quality Commission and comply with HTM 01-05 for infection control and decontamination. Designing for inspection readiness reduces last-minute changes and failed approvals.

Use the Building Regulations Checklist

Our Building Regulations Checklist highlights the planning, building control and healthcare requirements specific to UK dental practices.

It helps you identify risks early, prepare the right documentation and keep your project moving without avoidable delays.

Step 5. Securing Financing for Your Squat Practice

Once your plan and indicative budget are in place, the next step is funding the build, equipment and early operation of your practice.

This stage is about proving viability, not just raising money.

Squat practice finance options

Refine Your Budget and Cash Flow

Before approaching lenders, tighten your numbers.

You should:

  • Revisit your indicative budget and confirm realistic ranges
  • Project cash flow through build, commissioning and early trading
  • Identify how much funding is required, and when

Go back to the Budget Calculator Spreadsheet and use the Detailed Cost Analysis and Expenses tabs to ensure all costs are captured clearly and consistently.

Understand Your Investment and Ongoing Costs

Lenders will expect a clear split between upfront and recurring spend.

Initial investments typically include:

  • Premises, lease or purchase costs
  • Build, construction and fit-out
  • Licensing and insurance
  • Dental equipment across reception, surgeries, decontamination, imaging and plant

Ongoing expenses typically include:

  • Staff salaries and training
  • Utilities and connectivity
  • Equipment servicing and maintenance
  • Marketing, including website and patient acquisition activity

Identify the Right Financing Options

Different funding routes suit different practice models.

Common options include:

  • Banks, offering larger loans with stricter assessments
  • Private lenders, often more flexible and sector-aware
  • Dental-specific finance providers, offering tailored solutions that can cover both build and equipment, sometimes with delayed repayments during construction

Lenders will assess:

  • Cash flow projections
  • Personal and business credit history
  • Strength of your business plan and local market analysis

Use Specialist Advisors

Industry-specific professionals can strengthen your position:

  • Dental accountants to support financial planning and tax efficiency
  • Dental brokers, where relevant, to assist with valuations and due diligence

Clear numbers, realistic assumptions and documented planning make financing conversations faster, smoother and more productive.

Step 6. Professional Interior Design for Dental Practices

Well-planned interior design supports efficient workflows, regulatory compliance and a positive patient experience. Decisions made at this stage are difficult and expensive to reverse later.

Designing for Workflow, Compliance and Patients

From concept to completion, you should design for efficiency, compliance and a welcoming atmosphere.

Your layout should support:

  • Clear infection control zoning
  • Smooth surgery flow and staff movement
  • Logical patient journeys that reduce anxiety

Our expert designers create spaces that work for you, your team and your patients, balancing clinical performance with everyday usability.

Concept Development and Design Direction

Design development translates functional requirements into a clear visual and practical direction.

This includes:

  • Dental interior design concepts that define colours, textures and finishes
  • Flooring and cabinetry finishes selected for durability and compliance
  • Patient-first ambience focused on comfort and reassurance
  • Moodboards to align the look and feel of the practice

2D layouts map cabinetry and dental chair positions, while 3D visuals help you understand how key areas will feel before build begins.

Surgery design process from 2D plan to 3D visualisation to completed project.

Discuss Your Practice Design

This stage benefits from early specialist input. Small design decisions here have a major impact on workflow, compliance and patient perception.

Our team specialises in dental practice interior ideas, technical planning and patient-focused design.

We’ll discuss your goals, explore design options and guide you through finishes, concepts and layouts suited to surgeries, reception spaces and decontamination rooms.

Book an Interior Design Consultation

We’ll discuss your goals, explore design options and guide you through finishes, concepts and layouts suited to surgeries, reception spaces and decontamination rooms.

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See Our Interior Design Work

Explore how thoughtful dental practice interior design transforms the feel and flow of a clinical space.

Step 7. Required Trades for a Dental Practice Fit-Out

A dental fit-out relies on the right trades, in the right order, with experience of clinical environments. This is where many projects lose time and budget.

Specialist Contractors You Will Need

Dental practices require more than standard construction skills.

You will typically need:

  • Builders experienced in dental fit-outs
  • Electricians familiar with medical-grade power and equipment requirements
  • Plumbers who understand suction, compressed air and clinical water systems

General contractors without dental experience often underestimate complexity, leading to delays, redesign and failed inspections.

Co-ordination and Scheduling Risks

Fit-out work must be carefully sequenced.

Poor coordination leads to:

  • Trades working out of order
  • Increased downtime and cost
  • Services needing to be reinstalled

Clear scheduling and oversight prevent rework and keep the programme moving.

Support With Trade Co-ordination

If you are unsure which trades are required or how to coordinate them effectively, this is the right stage to ask for guidance.

We employ a team of multi-trade builders with direct experience in dental practice fit-outs, helping ensure work is completed efficiently, compliantly and in the correct sequence.

Step 8. Selecting Essential Dental Equipment

Equipment choices affect clinical standards, workflow, patient comfort and long-term running costs. Decisions made here should support both how you work now and how you plan to grow.

Choosing Equipment That Scales

Avoid selecting equipment based only on immediate cost.

Think about:

  • Compatibility with future technology and upgrades
  • Availability of parts, servicing and technical support
  • Whether systems can adapt as your practice expands

Early equipment decisions can lock you into limitations that are expensive to change later.

Essential Equipment Guidance

To support this step, see our article on the 12 Dental Equipment Essentials, which breaks down the core items every new practice needs and explains how to prioritise specification without overspending.

This helps you build a compliant, efficient equipment list that supports both day-one operation and long-term performance.

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Dental Surgery Equipment

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Step 9. Installation of Dental Equipment

Correct installation is critical to safety, compliance and long-term performance.

Why Certified Installation Matters

Dental equipment must be installed by qualified technicians.

Certified installation ensures:

  • Equipment meets safety and regulatory requirements
  • Systems operate correctly from day one
  • Manufacturer warranties remain valid

Incorrect installation often leads to faults, failed inspections and unnecessary downtime.

For best practice installation and setup, this is the stage to involve experienced dental engineers who understand both the equipment and the clinical environment.

Staff Training and Handover

Installation should include proper handover and training.

This helps:

  • Reduce disruption when the practice opens
  • Ensure safe and confident equipment use
  • Prevent avoidable damage caused by misuse

Clear training allows your team to work efficiently from day one.

Step 10. Post-Installation Support and Maintenance

Ongoing support protects your investment and keeps your practice running smoothly.

Planned Maintenance and Servicing

Regular servicing helps:

  • Create predictable maintenance costs
  • Prevent unexpected breakdowns
  • Extend equipment lifespan

Planned schedules reduce disruption and avoid emergency repairs.

Choosing the Right Support Partner

Your service provider should offer:

  • Clear service records and compliance documentation
  • Engineers familiar with your equipment and layout
  • Fast response times

Ongoing Support With EclipseCare

After installation, we remain in close contact to resolve any snagging issues, ensuring all systems perform as intended and any adjustments are made promptly.

Strong post-installation support helps your practice meet current standards while staying resilient as demands change.

We provide ongoing support through EclipseCare, with maintenance schedules tailored to your practice.

Our RapidResolve remote support service enables many issues to be diagnosed and fixed quickly without the need for an on-site visit, helping minimise downtime and keep surgeries running.

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Downloadable Checklists and Documentation Support

Setting up a squat dental practice involves hundreds of decisions, many of which are easy to miss until they create delays or extra cost.

Our downloadable checklists give you a clear, structured way to plan each stage and keep critical documentation under control.

What the Checklists Cover

Each checklist focuses on a specific part of the setup process, helping you track decisions, requirements and progress.

Available resources include:

These cover everything from room layouts and workflows to compliance, approvals and record keeping.

Editable, Practical and Easy to Use

All checklists are supplied as editable PDFs that you can:

  • Save locally
  • Update as your project develops
  • Share with your team, advisors or contractors

This makes it easier to stay organised and maintain oversight as plans evolve.

Budgeting and Planning Tools

To support financial planning, you can also access:

These tools help you capture assumptions, test scenarios and present clear information to lenders or partners.

Step-by-Step Squat Practice Guide

For a broader view of the process, our Step-by-Step Guide to Starting a Squat Dental Practice ebook brings everything together, showing how each stage links and what to focus on next.

Using structured documentation reduces risk, improves decision-making and helps keep your practice setup on track from start to finish.

Frequently Asked Questions About Starting a Dental Practice

How long does it take to open a squat dental practice?

Most squat practices take between 9 and 18 months from initial planning to opening day. Timelines vary depending on property selection, planning permission, building works and equipment lead times.

How much does it cost to start a dental practice in the UK?

Costs vary widely based on location, size and specification. A clear indicative budget is essential early on, with figures refined as design, equipment and build details are confirmed.

Do I need planning permission for a dental surgery?

In many cases, yes. A change of use may be required depending on the property’s previous classification. Early engagement with the local planning authority helps identify requirements and risks.

What inspections are required before opening?

You will typically need building control sign-off, fire safety approval and registration with the Care Quality Commission before treating patients.

Can I open a dental practice in any type of building?

Not all buildings are suitable. Planning constraints, accessibility, ventilation and structural limitations can restrict what is possible. Property assessment should happen before contracts are signed.

What are the most common mistakes when starting a squat practice?

Common issues include underestimating costs, choosing the wrong location, rushing planning approvals and failing to coordinate design, build and equipment decisions.

Do I need specialist contractors for a dental fit-out?

Yes. Dental practices require specialist builders and engineers familiar with clinical services, compliance standards and equipment installation.

What support is needed after the practice opens?

Ongoing equipment servicing, compliance documentation and responsive technical support help maintain performance and reduce disruption once the practice is operational.

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