Planning your Successful Exit

Event details

Enjoy a rare opportunity to join leading industry experts at a free event in Surrey in July for dentists keen to plan a successful exit, maximise their exit value and gain tips for a smoother sale.

Join Dental Practice Sale, Spot On Business Planning and AMG Wealth Management on Thursday, July 10 for an informative live event – secure your place now!

The three companies will address key areas of concern to practice owners leading up to a sale, the sale process itself and post-sale aspects.

Spot On Business Planning works in partnership with practices to determine strategy, optimise financial performance and drive action. It transfers leadership and team skills that build a growth mindset and enable clients to run their businesses in a fundamentally different way. In doing so it maximises performance - doubling profits and exit value. 

AMG Wealth Management is a chartered financial planning practice that delivers high calibre intergenerational financial planning advice. It develops close working relationships with clients to provide investment planning based on your personal priorities, such as keeping a good standard of living in retirement or protecting wealth for future generations.

What should I expect?

• Learn how to maximise your exit value - what are the drivers?
• Understand the benefits of structuring your business ready for exit
• Determine the best point to exit
• Hear a personal account from a DPS client & practice seller
• Gain insights on the state of the market today
• Consider where your practice sits with the different buyers in the market
• Uncover the details in deal structures
• Be informed about the valuation process & how you can influence it
• Be aware of options pre sale such as EOT, Pre Sale Trusts, significant share holder exemption
• Transition into the next phase of life (if retirement, what you will do, having winter hobbies etc)
• Ensure you run out of life before running out of money (cash forecasting) 
• Protect the estate for now and future generations
• Complimentary drinks and buffet from 6.30pm

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