Date/Time:
Wednesday, 25th September 2024, 18:30 – 21:30
Location:
Courtyard by Marriott Exeter, Sandy Parkway Exeter, EX2 7NN.
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’ Chartered Financial Planner Tim Collyer; a financial planning expert and specialist on the workings of NHS pensions, who has a wealth of experience of helping dentists through strategic financial planning. He will be joined by special guest speakers from Christie & Co, specialist brokers 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:
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, and has a talent for making the complicated seem simple. 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:
Steve O’Connor
Steve is an Associate Director and specialist dental agent, covering the West Midlands and North Wales. He began his career in the dental industry in 2011, joining Christie & Co in 2018. Since then, Steve has successfully brokered a wide variety of dental businesses, ranging from single-handed practices, through to multi-site, multi-million-pound groups, and everything in between.
christie.com
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
Tim Collyer, Chartered Financial Planner from Montgomery Charles Wealth Management presenting:
‘Top strategies to maximise your income in retirement’
Steve O’Connor, Associate Director from Christie & Co presenting: ‘Preparing your practice for sale’
Alex Hall, Partner from Knights Solicitors presenting:
‘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
Courtyard by Marriott Exeter, Sandy Parkway Exeter, EX2 7NN
By road:
Follow A303 and A30 to A379 in Exeter. Take exit 30 from M5. Continue on A379 to your destination.
Free parking will be available for event attendees.
Rail links:
Sandy Park has two rail stations in close proximity both on the Avocet line between Exeter and Exmouth. Digby and Sowton and Newcourt, both are 15 mins walk away from hotel.
Bus Routes:
Bus routes 9/9A and Green Park & Ride run regularly passed the hotel.
