Date / Time:
Tuesday 23rd May 2023 - 18:30 - 21:30
Location:
St Leonard’s Hotel, 185 Ringwood Road, St Leonards, Dorset, BH24 2NP
Event Type:
A Montgomery Charles Seminar for Dentists
Who should attend:
Principal Dentists
Agenda:
18:30 Registration & Refreshments
19:00 Presentations
What will be covered:
• When is the best time to sell my practice?
• Can I retire sooner rather than later?
• How can I boost the value of my practice now?
• What are other practices selling for this year?
• What are the legal issues and processes of selling a practice?
20:30 Buffet & Mingling with Speakers
Speakers:
Mike Marigold, CEO from Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement'
Jamie Williams Associate Director from Christie & Co presenting:
'Preparing your practice for sale’
Alex Hall, Partner from Knights presenting:
'Selling a practice - the legal issues and process’
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 Jamie Williams Associate Director from Christie & Co specialist brokers of Dental Practices in the UK, and Alex Hall Partner from Knights Solicitors, who are specialists in acting for the dental professions.
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’s 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!
Christie & Co: Jamie Williams
As an agent within Christie & Co’s specialist dental team, Jamie advises those wishing to buy or sell a dental practice in the South-West and South Wales, from the earliest conversations through to the day of completion. Having worked at Christie & Co since 2018, Jamie has brokered a huge variety of sales, giving him a wealth of experience, he draws upon to help achieve his client’s sale aspirations
Knights: Alex Hall
Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practising corporate, commercial and regulatory law, he acts for many dental clients in the purchase and sale of practices, incorporations and NHS England contract disputes, providing expert niche and technical advice. He writes about such issues regularly in the dental press and speaks at dental seminars.
Register