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The Dental Wealth Nation Show is for practice owners building toward—or navigating through—the most consequential financial event of their career: the exit.
Host Tim McNeely operates a Virtual Family Office serving dental entrepreneurs with $5M–$25M in net worth. He holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations—a credential stack bridging comprehensive wealth management with specialized exit planning. His clients don't need another advisor. They need a financial quarterback coordinating the advisors they already have.
Each episode unpacks the coordination failures that cost practice owners millions: mistimed exits, fragmented tax strategies, wealth structures that don't survive the transition from practice income to portfolio income. You'll hear direct conversations with elite tax counsel, M&A specialists, and practice owners who've already made the crossing.
Subscribe and visit dentalwealthnation.com for resources.
Episodes
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
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Friday Feb 26, 2021
Friday Feb 26, 2021
One of the most important traits: a strong sense of purpose that drives what they do to become highly successful. In this episode, The Power of Purpose in Reaching Audacious Goals, you’ll discover the clear connection between having a strong sense of purpose and achieving excellence. What’s more, you’ll see how to harness your purpose to stay focused and persevere when challenges inevitably arise.