Date / Time:
Wednesday 27th September 2023 - 18:30 - 21:30
Location:
Coulsdon Manor Hotel & Golf Club, Coulsdon Court Road Old, Coulsdon, Surrey, CR5 2LL
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'
Alison Bates, Practice Valuations Team 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 Solicitors 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’ 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 Alison Bates, Practice Valuation Team Manager from Henry Schein MediEstates, the largest specialist broker of Dental Practices in the UK and Partner Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 15 years.
Montgomery Charles: Mike Marigold
Over the last 27 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!
Henry Schein MediEstates: Alison Bates
Alison has 16 years experience within the healthcare acquisitions sector working for both corporate and independent companies. Her expertise includes business development, valuing and transitions. Alison is responsible for conducting detailed business appraisals and valuations with practice owners to assist them with their exit strategy. Her knowledge of the sector enables her to provide useful market insight and advice tailored to each different business.
Knights Solicitors: Alex Hall
Alex has specialised in acting for dentists, orthodontists, dental companies and Local Dental Committees nationwide for over 15 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