Date / Time:
Wednesday 30th June 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'
Peter Cummings, Practice Valuation Manager from Henry Schein MediEstates presenting:
'Preparing to Sell; Maximising your practice valuation, differing deal structures and the sale process explained’.
Tim Collyer, Chartered Financial Planner from Montgomery Charles presenting:
‘What I wish I had known before I sold my practice'
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 the 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 Peter Cummings, Practice Valuation Manager from Henry Schein MediEstates, the largest specialist broker of Dental Practices in the UK and Tim Collyer; an experienced Chartered Financial Planner from Montgomery Charles.
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: Peter Cummings
Peter has over 25 years’ experience in the Dental industry working for both an industry leading corporate and also independent dental marketing companies. His expertise includes business development, marketing and sales, recruitment, project management and team management. Peter is responsible for conducting detailed business appraisals and valuations with practice owners to assist them with their exit strategy. His extensive knowledge of all aspects of dentistry enables him to provide valuable market insight and advice which is tailored specifically to the dental practice owner’s business
Montgomery Charles: Tim Collyer
Tim is a Chartered Financial Planner who always holds the aims and goals of his clients as if they were his own. Working in Financial Services since 1983, he has a background in training, compliance and consulting meaning he has a talent for making the complicated seem simple. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his insight into the dental profession, Tim feels that creating a robust work/life balance is paramount. His advice is always evidence based whilst its direction is led by his clients’ dreams and goals.