Heather has many years of financial and commercial experience in large corporate and government funded companies from which she has gained vast knowledge of business procedures and operations. With further expertise in mentoring and sales training, she is passionate about providing excellent service and confidential advice with a very personal approach to ensure the best outcome for every client.
You want more than great accountancy, tax and compliance services from your accountant. You want help to run your business, which will truly make a difference to your life. Clear Vision, accountants and business advisers here to help you take three steps that:
Step 1.Be crystal clear about where your business is now
Step 2.Be crystal clear about where you want to be
Step 3.Be crystal clear about how you get there
Ray is the Senior Partner of Goodman Legal, Lawyers for Dentists, specialist dental solicitors, specialising in the sale and purchase of dental practices nationally. He is a member of the Association of Specialist Providers to Dentists (ASPD) and Chairman of National Association of Specialist Dental Accountants and Lawyers (NASDAL) Lawyers Group.
He is also a frequent contributor to the dental press on legal matters relating to the sale and purchase of dental practices and regular speaker and sponsor of BDA seminars on legal aspects of selling and buying practices.
In her role as Business Development Executive for MediEstates, Leanne utilises her strong commercial experience and knowledge to provide excellent advice and service to all clients. With a wealth of exposure to diverse businesses she is adept at gaining an in-depth understanding of each, and is able to apply her expertise to discuss all significant factors. This confidential advice and first class service is always provided with a personal, client centered approach.
Leanne spends the majority of her time face to face with Dental Practice Owners, providing a relevant insight into the current dental practice market. With each client she strives to establish the most appropriate route by which to achieve the Clients' preferred outcome. She very much enjoys building relationships with her clients and prides herself on delivering a service that exceeds expectations.
Matt has worked in the finance sector for over 10 years. He initially started with the Co-Op Bank, working in the business financing sector along with individual professionals. This experience has proved invaluable and led to Matt incorporating his own successful business so that he could further tailor the services he could offer to professionals outside the remit of mainstream banks.
Due to the high regard Matt held with business professionals, he was offered the opportunity to join the MediFinancial team, and as such, MediFinancial has gone from strength to strength to provide clients with an outstanding service and unrivalled support.
Matt is a family man and has 2 children aged 9 and 4. To ensure he can still enjoy his good taste for food, and to keep his youthful looks, he keeps fit by playing football on Saturdays and Sundays. Matt's claim to fame is that he has played professional football for Derby County Football Club!
Alex is a commercial and regulatory solicitor and a partner of Meade King LLP who specialises in acting for dentists, orthodontists and dental-related businesses. With a local government and public sector background, he understands the culture, outlook and viewpoint of a PCT - often so at odds with those of a dentist running a business. He assists buyers and sellers of private, mixed and NHS practices, has had success in challenging invalid breach and remedial notices, advising on flawed tendering processes and persuading PCTs to overturn their "unreasonable" decisions.
Alex will talk about the legal process of buying or selling a dental practice, the importance and purpose of due diligence, timing, bank security - charges, debentures and personal guarantees, the sale and purchase agreement, warranties and indemnities, retentions and structure.
He can also discuss the niche and often contentious dental practice transaction issues: 'transfer' of GDS contracts and PDS agreements, the use of partnerships and the statutory notices to the PCT that are required, clawback liabilities, breach and remedial notices and how these issues impact on the transaction. CQC compliance and registration is topical and still confused. Many of Alex's clients include corporates who have to use various legal mechanisms and procedures when PCTs refuse to transfer the contract to a company.
Simon Tucker is Business Development Manager at Clear Vision, accountants to dentists and dental business advisers. He was previously a Director of Medenta Finance, helping dental practices develop unique sales processes in order to improve treatment acceptance and profitability. He has also acted at Chairman of the British Dental Trade Association.
Having spent more than 30 years working with dentists and dental technicians, Simon has built a wide knowledge of the inner workings of a successful dental practice. Starting as a toothbrush salesman and culminating as European Sales Director for Kerr, he has worked and lived in the USA and Switzerland visiting dental practices in dozens of countries.
In 2005, Simon teamed up with well known colleagues to form Medenta. Initially focusing on Patient Finance Facilities before developing training courses to maximise the success and profit of dental businesses.
As more of the dental profession seek to build their businesses by reducing their dependency on the NHS and those who are already predominantly private realise that the competition is increasing, there is a general recognition that a different mindset and range of skills are necessary to operate and succeed. As Simon explains:
"The market for dentistry has never been busier and yet never been more competitive. It is vital dentists focus on their practice as a business in all areas of their daily systems. The practice business model is now more important than ever in maximising profit and also enabling a practice principal to achieve their personal goals.
At Clear Vision, we are passionate about helping dentists systematically tap into profit potential and reduce their tax bills where possible. This allows dentists to pursue what they want for their businesses and their lives."