Date/Time:
Wednesday, 22nd May 2024, 18:30 – 21:30
Location:
Weetwood Hall Estate, Otley Road, Weetwood, Leeds LS16 5PS.
View venue information
Tickets:
Free to all Principal Dentists
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.
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 Henry Schein MediEstates, 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:
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.
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.
mediestates.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
Tim Collyer, Chartered Financial Planner 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’
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
Venue information
Weetwood Hall Estate, Otley Road, Weetwood, Leeds LS16 5PS.
By car
Easily accessible via the A6120
For Sat Nav Directions: LS16 5PS
What 3 Words: ///rooms.novel.pilots
Car parking at Weetwood Hall is free for all residents and hotel visitors. Upon arrival, everyone must enter their vehicle registration number at one of the 12 terminals situated around the hotel in order to receive a virtual permit. There are two electric vehicle charging points opposite the main hotel reception entrance.
Nearest bus: Leeds city centre, 4 miles (20 minute journey)
Nearest train station: Leeds (20 minute cab journey)
