Putting Profit Back into Practice: Leeds (event cancelled)

How Principal Dentists Can Gain Financial Independence

Date/Time:

Wednesday, 22nd May 2024, 18:30 – 21:30

Please note that with regret, we have had to cancel this event. We are offering complimentary consultations to all those who hoped to attend – see below on how to book.

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 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:
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 Dental Practice Sales:
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.
hsdpracticesales.co.uk

Knights:
Mark Soboljew

Mark has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for almost a decade. 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 Dental Practice Sales presenting:
‘Preparing to sell, maximising your practice valuation: differing deal structures and the sale process explained’

Mark Soboljew, 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

Book a consultation

This event has been cancelled. We are offering complimentary consultations to all those who hoped to attend, which can be booked below. We are also running an online version of this event later in the year.

Montgomery Charles CEO Mike Marigold really knows his stuff. He has a great insight into how dentists think and how the business of dentistry is conducted.

The people who work with him are pleasant and efficient and are good at nudging you to do the things you promised to do, like signing and returning papers - and not leaving them lingering in the in-pile.

J M, Principal of a Practice in Essex

I use Montgomery Charles for financial planning find them excellent. Their CEO, Mike Marigold, is friendly and approachable and always talks good sense.

I have found his whole team professional and efficient. I am moving to incorporate my practice and his advice has been superb. I also switched my pensions to a SIPP centre and have been very impressed with the handling of this.

I would not hesitate in recommending Mike and his team to other busy dentists.

A B, Specialist in Periodontics and Oral Surgery, Hampshire

Unrivalled specialist knowledge since 1996

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