Date / Time:
Wednesday 11th October 2023 - 18:30 - 21:30
Location:
Holiday Inn Leamington Spa – Warwick, Olympus Avenue, Tachbrook Park Drive, Royal Leamington Spa, Warwick CV34 6RJ
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 tax issues when 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’
Mike Bryan, Partner from Humphrey & Co presenting:
'Maximising value, minimising tax'
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 Mike Bryan from Humphrey & Co Accountants, who are experts in accounting for Principal Dentists.
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.
Humphrey & Co: Mike Bryan
Chartered Accountant, Mike Bryan, has worked for Humphrey & Co since 2014 and become a Partner at the firm in May 2020. His excellent knowledge in accountancy and taxation matters within the dentistry industry has led him to presenting and lecturing to Dentists across the country. Mike provides healthcare taxation updates to some of the largest UK banks. With a wealth of experience in the dentistry sector, Humphrey & Co act for both NHS and Private practices, assisting clients with general accounting and tax compliance, tax planning, practice sales and purchases, incorporation, financial due diligence, payroll (including auto-enrolment) and other specialist tax advice. They are members of the National Association of Specialist Dental Accountants and Lawyers (NASDAL), Confederation of Dental Employers Ltd (CODE) and the Association of Specialist Providers to Dentists (ASPD).
Register