We understand all aspects of this issue, and will provide tailor-made solutions to suit individuals and the practice. 

Whether it is the retirement of an owner, a reduction in working hours, a new owner or any combination of these, we has unparalleled experience in making change as sympathetic and beneficial as possible.

Our service includes:

  • Goodwill/company valuation
  • Tax-efficient adaptations to remuneration strategies
  • Personal tax planning to minimise Capital Gains Tax
  • Liaising with legal advisers and finance providers
  • Review and advise on purchase and sale arrangements


  • Review and advise on partnership or shareholder agreements
  • Creating a tax efficient structure with the best profile for the business, considering:
    • Ownership of the practice
    • Ownership of any property
    • Affordability
Content image: /uploads/team/unknown.jpg James Morter
James Morter
Partner, Corporate Finance, Audit, Dental
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Content image: /uploads/team/unknown.jpg Nigel Utting
Nigel Utting
Partner, Dental
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