Event: PFM Dental invite you to
Preparing for Retirement Seminar - Tewkesbury
Tewkesbury - Porsche Centre
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.
- 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
Samantha Hodgson, 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.
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.
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!
Samantha is a practice valuer and sales agent. With several years’ experience as a practice sales negotiator, she understands all the ins and outs of the sale process. Her days are spent helping vendors realise the best price for their practice and negotiating the best terms for their sale.
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 has many years experience as an Independent Financial Adviser including over 10 years as a director of PFM Dental. As a key member of the Wealth Management team Jon's experience and expertise include a high level of technical knowledge on the Lifetime and Annual pension allowances. Jon is part of PFM Dental's investment committee and his qualifications include the diploma in financial planning (Dip PFS).