Date / Time:
Monday 27th September 2021 - 18:30 - 21:30
Aztec Hotel & Spa, Aztec West, Almondsbury, Bristol, BS32 4TS
A Montgomery Charles Seminar for Dentists
Who should attend:
A market update from the experts in dental practice sales
How can you boost the value of your practice now?
When is the best time to sell your practice?
Can you retire sooner rather than later?
What you need to know before you sell your practice
Mike Marigold, CEO from Montgomery Charles presenting:
‘Top strategies to maximise your retirement income'
Ian Simms, Practice Valuation Manager from Henry Schein MediEstates presenting:
'Preparing to Sell; Maximising your practice valuation, differing deal structures and the sale process explained’.
Mike Bryan, Chartered Financial Planner from Humphrey & Co presenting:
‘Maximising value, minimising tax'
Booking fees & details:
This seminar is free to attendees.
Three dental specialist leaders will answer all the questions above and share their expertise and knowledge with you!
Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the workings of NHS, who has been helping Dentists Get More Life Out Of Life© for over 25 years through strategic financial planning. He will be joined by special guest speakers Ian Simms, Practice Valuation Manager from Henry Schein MediEstates, the largest specialist broker of Dental Practices in the UK and Mike Bryan from Humphrey & Co a specialist Accountancy firm for Dentists.
Montgomery Charles: Mike Marigold
Over the last 25 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it’s not all about the money. It is about living well and getting the most out of life. Yes, he understands the workings of the NHS, how to save tax, and build wealth for you and your family, but understanding your aims and goals is far more important. He will help you live life with purpose. You might find you could retire earlier than expected!
Henry Schein MediEstates: Ian Simms
Ian has over 10 years’ experience of valuing dental practices, and since joining Mediestates in 2011, has valued over 1000 practices all over the UK and Ireland. Ian has also valued dental practices in the Channel Islands, Gibraltar and Spain. He spends the majority of his time in front of practice owners providing a relevant insight into the current dental market as well as helping to plan exit strategies tailored to their own circumstance. Before joining Mediestates, Ian worked for one of the largest global telecommunication companies, which taught him a great deal about listening to clients requirements, to enable him to offer the best solution to their needs.
Humphrey & Co: Mike Bryan
Chartered Accountant, Mike Bryan, has worked for Humphrey & Co since 2014 and become a Partner at the firm in May 2020. His excellent knowledge in accountancy and taxation matters within the dentistry industry has lead him to presenting and lecturing to Dentists across the country. Mike provides healthcare taxation updates to some of the largest UK banks. With a wealth of experience in the dentistry sector, Humphrey & Co act for both NHS and Private practices, assisting clients with general accounting and tax compliance, tax planning, practice sales and purchases, incorporation, financial due diligence, payroll (including auto-enrolment) and other specialist tax advice. They are members of the National Association of Specialist Dental Accountants and Lawyers (NASDAL), Confederation of Dental Employers Ltd (CODE) and the Association of Specialist Providers to Dentists (ASPD).