Date / Time:
Wednesday 5th July 2023 - 18:30 - 21:30
Location:
The Bedford Swan Hotel & Thermal Spa, The Embankment, Bedford, MK40 1RW
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:
Tim Collyer, Chartered Financial Planner from Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement'
Tom Morley 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’ Chartered Financial Planner Tim Collyer; a financial planning expert and specialist on the workings of NHS, who helps Dentists Get More Life Out Of Life© through strategic financial planning. He will be joined by special guest speakers Tom Morley, 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: 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.
Christie & Co: Tom Morley
Tom joined Christie & Co in 2020, joining from another dental agency and bringing with him nearly ten years’ experience. Tom is now responsible for the Midlands and East Anglia regions and utilises that experience on transactions ranging from first-time buyers and sellers, larger multi-site sales and groups, to larger corporate operators.
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