‘Top strategies to boost your retirement income’
Presented by Mike Marigold, Montgomery Charles
'10 years of history of dental practice values and the process of selling'
Presented by Alison Bates, MediEstates
'Selling a Practice - the legal issues and process'
Presented by Alex Hall, Meade King
Event Type:
A Montgomery Charles Preparing for Retirement Seminar for Dentists
Date / Time:
Wednesday 12th June 2019 - 18:30 - 21:30
Principal Dentists
This seminar is free to attendees.
Speaking at this event will be Montgomery Charles’ CEO Mike Marigold; a financial planning expert and specialist on the workings of the NHS, who has been helping Dentists Get More Life Out Of Life© for over 20 years through strategic financial planning. He will be joined by special guest speakers Alison Bates, Practice Valuation Manager from MediEstates, the largest specialist broker of Dental Practices in the UK and Alex Hall from Meade King Solicitors, who have been specialising in acting for the dental professions for over 10 years.
Over the last 21 years of helping Dentists improve their prospects and helping them make their money work for them, Mike has realised it is 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!
Alison has 13 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.
Alex has specialised in acting for dentists, orthodontists, dental companies and local dental committees nationwide for over ten years. Practicing 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. He and his team of ten are currently celebrating having completed the sale or purchase of 200 practices with an aggregate value of £167 million across the country in the space of the last 4 years, an average of a completion every 6 days.