Date / Time:
Tuesday 13th June 2023 - 18:30 - 21:30
Location:
West Lodge Park Hotel, Cockfosters Road, Hadley Wood, Hertfordshire, EN4 0PY
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'
Peter Cummings, Practice Valuations Manager from Henry Schein MediEstates presenting:
'Preparing to Sell; maximising your practice valuation, differing deal structures and the sale process explained’
Alex Hall, Partner from Knights presenting:
'The Legals - Preparation 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 Peter Cummings, Practice Valuation Manager from Henry Schein MediEstates, one of the largest specialist brokers of Dental Practices in the UK, and Alex Hall from Knights Solicitors, who has been specialising in acting for the dental professions for over 10 years.
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.
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.
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