Event: PFM Invites you to

Preparing for Retirement Seminar

Birmingham


PFM Preparing for Retirement Seminar

Are you planning to sell your dental practice? Our agency, legal and financial experts have handled countless sales and they’re here to talk you through everything you need to know for a stress-free and successful sale - with no costly mistakes.You’ll leave fully informed about the whole process, with valuable insight into current market conditions and advice about all the available options. We’ll talk you through the best ways of prepping for the sale - and the smartest ways of marketing. If you need specific advice, we’ll be around to chat through your questions afterwards.

Discover

  • The state of the market
  • How to best prepare your practice for sale
  • How to get a realistic valuation - by understanding the process
  • The differences between selling to external, associate and corporate buyers
  • Your perfect buyer
  • How to access buyers waiting to snap up your practice
  • The process of selling
  • What to do with the money when you’ve sold

The panel

Martyn Bradshaw, sales and valuations – understanding the market, why the highest valuation isn’t always the best, preparing your practice for sale - plus tips to enhance its value. Martyn oversees hundreds of practice sales and valuations each year.

Stephen Knowles, legal – what's involved in the legal process, NHS contract transfers and CQC applications. Discover the vital preparation you can do for a smooth sale. Stephen has been acting for dentists since 2004.

Jon Drysdale, wealth management – everything you need to know about the NHS contract, what your pension is worth and how to make the most of your money beyond the sale. Jon has 12 years experience helping dentists make the most of their financial assets.

Schedule

1:00 - 1:30 Arrival

1:30 - 3:00 Selling your practice, valuations and the current market

3:00 - 3:15 Break

3:15 - 4:15 Legal aspects of selling

4:15 - 5:00 NHS pension and investing your proceeds

5:00 - 5:15 Close and time for questions

Book your place now!

Our Speakers

  • Martyn Bradshaw

    Practice sales director
    01904 670820 Read my profile

    Martyn Bradshaw

    Practice sales director
    01904 670820

    Martyn leads the practice sales and valuations department and is a director of PFM Dental. Bringing more than 15 years experience as a practice valuer and sales agent, he’s passionate about achieving the maximum value and best terms for dentists selling their practice. Martyn is well respected within the dental industry as a leading advocate of profit-based valuation methods and a champion of highly ethical standards.

  • Stephen Knowles

    Director & commercial solicitor
    01904 670820 Read my profile

    Stephen Knowles

    Director & commercial solicitor
    01904 670820

    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.

  • Jon Drysdale

    Director & wealth manager
    01904 670820 Read my profile

    Jon Drysdale

    Director & wealth manager
    01904 670820

    Resident financial expert for several dental magazines, Jon is particularly familiar to lots of newly-qualified dentists, thanks to his regular speaking gigs for postgrad dental groups across the UK.

    Jon is a director of PFM Dental and his day to day job is as an independent financial adviser in our wealth management team. His qualifications include the diploma in financial planning (Dip PFS).