Date/Time:
Tuesday, 15th October 2024, 18:30 – 21:30
Location:
Moor Hall Hotel & Spa, Moor Hall Drive, Four Oaks, Sutton Coldfield, B76 6LN.
View venue information
Tickets:
Free to all Principal Dentists
CPD:
1.5 hours verifiable
About this event
If you are a Principal Dentist or own a dental practice, we can say with complete confidence that there is no event better tailored for you and your future.
In this engaging and informative seminar delivered by leaders in their respective fields, you’ll find out everything you need to know about how to grow your practice, with the ultimate goal of selling your successful business and retiring comfortably.
You can now also take advantage of 1.5 hours of verifiable CPD.
Speaking at this event will be Montgomery Charles’ CEO, Mike Marigold; a financial planning expert and specialist on the workings of NHS pensions, who has been helping dentists for over 25 years through strategic financial planning. He will be joined by special guest speakers from Henry Schein Dental Practice Sales, the largest specialist broker of dental practices in the UK, and Knights, who deliver legal and professional services with a particular expertise in the dental sector.
The event concludes with a complimentary buffet and Q&A, where you’ll have the chance to ask questions and soak up the expertise of the speakers. We hope to see you there!
Our Speakers
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 Dental Practice Sales: Alison Bates
Alison has 17 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.
hsdpracticesales.co.uk
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.
knightsplc.com
Agenda
18:30: Registration & Refreshments
19:00: Presentations
Mike Marigold, CEO from Montgomery Charles Wealth Management: ‘Top strategies to maximise your income in retirement’
Alison Bates, Business Development Team Manager, Henry Schein Dental Practice Sales: ‘Preparing to sell; maximising your practice valuation, differing deal structures and the sale process explained’
Alex Hall, Partner from Knights Solicitors:
‘The Legals – Preparation and Process’
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
Register now
This event happened in the past and booking is closed. For future events, click here.
Venue information
Moor Hall Hotel & Spa, Moor Hall Drive, Four Oaks, Sutton Coldfield, B76 6LN
By road:
Follow M4 to M5, then at Jnct 8 take left 2 lanes to M6 Birmingham. Follow M6 till Jnct 7 A34. Take A4041 to Queslett Road. Continue until A5127 then turn right onto Moor Hall Drive.
Parking at the venue is free of charge to event attendees.
Rail links:
Sutton Coldfield station is just 2 miles away from hotel.
Bus Routes:
There are no main bus routes via the hotel, however a taxi is only 5 mins away at a cost of £6-£8.
