For important transactions, specialist advice is invaluable.
Expert knowledge, timely action
We know you want to complete your sale as swiftly and efficiently as possible, so we have a team of people dedicated to due diligence.
Our job is to make the process as smooth as possible and to safeguard you during and after the deal. A wealth of sector knowledge means we can help you prepare everything in advance and if there’s likely to be a problem, we can often spot it in advance and take steps to avoid it.
When it comes to complex areas such as NHS contract transfers and CQC applications, our expertise can guide you through, stress-free and efficiently.
“— Catherine Tannahill, former practice owner, The Smile Rooms, Malton, North Yorkshire
Stephen very quickly provided me with clear advice and guidance on the sales process, which enabled a very speedy sale. The whole process took a little more than three months from agreement of heads of terms to completion, including sorting out an associate agreement and a lease agreement as well.”
Fees agreed from the outset give you one less thing on your mind as the sale goes through.
It’s a big job and that’s why we’ve developed a process designed to help you supply the right information at the right time and leap over the common obstacles that could delay your sale.
We’ll work with you to make sure it’s started as early as possible, guiding you through what the buyer really needs and what’s unnecessary. We’ll help you draft replies so they’re accurate and don’t lead to post-sale claims.
Our dedicated team understands this process thoroughly - and we’ll help you avoid the pitfalls wherever possible.
There’s no denying it: making CQC applications is a complex and time-consuming business.
In fact, it’s one of the main culprits when it comes to holding up a practice sale. You not only have to send off the forms at the right time, you have to make sure you’ve filled in the right ones in the first place. What's more, they’ll keep sending them back until you get it right.
We can guide you through this legal minefield - we’ll even work with you to complete the forms so there’s no annoying to-ing and fro-ing.
Unlike a lot of other firms, our fixed fee includes this service.
NHS contract transfers
When you’re selling the goodwill associated with an NHS contract, you need to be aware of the complex rules around a transfer.
It’s an area where our specialist expertise is vital, if you want to make sure this element doesn’t jeopardise the transaction.
As dental specialists, we have extensive experience in the right way to transfer both GDS and PDS contracts. We’ll review your contract early in the process and make sure the right notices are served at the right time to avoid delays. During the due diligence process, we can help with any problems caused by issues such as as breach notices and underperformance of UDAs.
When you sell a dental practice, you’ll need to transfer the connected freehold or leasehold property - and it’s another element that can slow things down.
Our dedicated commercial property specialists can handle all your property needs in-house, swiftly and professionally.
Our dedicated legal team
With more than 15 years’ experience of helping dentists with their commercial legal needs, Stephen focuses on getting the job done quickly, correctly and with the minimum of fuss. When we ask our clients for feedback, they always praise the way he combines comprehensive knowledge of the sector with a friendly, approachable personality.
Stephen is a director of PFM Dental and leads the legal team.
Everyone who works with Laura enjoys her client-centred approach. Her favourite part of the job is listening carefully to a client’s needs and working out the best way of getting them where they want to be.
As a commercial solicitor, Laura has worked in a number of different sectors but she’ now dedicated exclusively to dental clients. Her role includes handling dental practice sales and purchases, as well as issues that crop up in the day-to-day running of a practice, such as partnership, expense share and associate agreements.
Everyone who meets Adrian during their work with PFM Dental is struck by his refreshing plain English style. He’s a chartered legal executive with more than 25 years’ experience in the legal services commercial property sector and has accumulated a wealth of commercial insight. What that means to clients is that you’ll get meaningful advice that drives to the kernel of any situation.
Clients have described Adrian as ‘a complete professional’ who ‘understands clients’ problems and provides practical solutions’.
You’re likely to come across Laura if you ask PFM Dental to handle your property matters, whether part of a practice sale or a standalone issue. Laura has worked in commercial property since she qualified in 2012. She is experienced in dealing with acquisitions and disposals of freehold property, acting on behalf of both landlords and tenants in their leasehold matters (such as the grant of a new lease, lease renewal, surrender or assignment of a lease) and dealing with all aspects of commercial lending.
Kirsty focuses on processing and reviewing due diligence documents for practice sales, as well as preparing and submitting CQC applications. As a paralegal with experience in various commercial sectors, she now works exclusively for dental clients. She also helps our property lawyers with the property elements of the transactions.
We're accredited legal advisers for dentists
We pride ourselves on providing top notch professional services to our clients. We’re proud to tell you why we belong to these professional bodies.
Lexcel is the Law Society’s quality mark for practice management and client care. It’s a voluntary standard that we’ve signed up to. The mark means we meet their high standards, giving you peace of mind.
Only recognised dental specialists can join The Association of Specialist Providers to Dentists. As members we’re guaranteed to understand dentists’ particular needs, problems and opportunities.
The National Association of Commercial Finance Brokers (NACFB) is the national trade body for brokers who arrange finance for businesses. NACFB promotes the highest industry and regulatory standards.
Chartered status is our industry’s gold standard for quality and integrity. No other financial planning firm offering advice exclusively for dentists has this badge of excellence.
The Institute of Chartered Accountants in England and Wales (ICAEW) believes accountancy is a force for positive economic change and works to promote trust in business. Membership means we’ve passed a premium qualification and have access to its world-leading resources.