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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

7 days ago
7 days ago
Host Tim McNeely welcomes Dickie Ball, owner of Summit Handpiece Express, to uncover how simple handpiece maintenance and quality repair can dramatically improve a dental practice’s efficiency, patient care, and exit valuation. This episode explains why small operational habits matter and how they translate into real financial gains.
The conversation covers practical topics including proper lubrication (before every autoclave cycle), correct PSI settings, burr quality, autoclave calibration, and the dangers of gray-market handpieces. Dickie explains the most common mistakes practices make—insufficient lubrication, incorrect PSI, and poor sterilization practices—and shows how fixing these fixes reduces downtime and repair frequency.
Dickie describes differences between cheap repairs and quality repairs, why Summit uses ceramic ABEC-9 bearings, and how selecting an established, responsive repair partner affects longevity and warranty performance. He also discusses DSO-level reporting: quarterly repair summaries, trend analysis, and simple protocol changes that lower costs and boost EBITDA.
Listeners will hear how team education and clear protocols (checklists for high- and low-speed handpieces, chair-side PSI checks, and immediate removal of malfunctioning instruments) improve staff productivity and patient experience. Dickie shares Summit’s family-owned approach, easy prepaid shipping and free estimates, and resources like a free laminated maintenance sheet and training he delivered at the Florida Dental Convention.
Key takeaways: routine, correct maintenance cuts repair costs; quality parts and repairs lengthen handpiece life; empower your team with simple systems to prevent failures; and partnering with the right repair vendor improves finances and clinical operations. For help or a second opinion, contact Dickie at rick@summithpx.com or call 877-342-0101 (toll-free) / 561-823-0101 (local).

Monday Feb 01, 2021
How to Make Your Business Dreams Come True with Marc Adams
Monday Feb 01, 2021
Monday Feb 01, 2021
In this episode, Marc Adams and I discuss the value of creating a Business Success Roadmap.
Grab Your "5 Keys Every Business Owner Must Know" below. https://nlbusinessadvisors.com/eguidefivekeys.
So if you want to improve your net profit (bottom line), better control your cash that flows in and out of your practice, and improve your net profit while improving your work/life balance. so you can how to get a process in place to systematically monitor and grow the bottom line, tune in now!
In this episode, you'll discover:
*The steps that are necessary to create an annual growth plan.
*How to properly understand financials to create measurable for the growth plan.
*The difference between the top and bottom lines.
About Marc Adams, is an expert in understanding and improving practice profitability whose accomplishments include:
*Almost 20 years in business.
*Enrolled Agent (Licensed to Represent people before the IRS)
*Tax Strategist More Information Learn more about how you can improve your results with understanding and improving practice profitability and www.mcataxprep.com

Monday Feb 01, 2021
Monday Feb 01, 2021
By the end of this video, you will know how the R&D Tax Credit applies to you as a dentist and how The R&D Tax Credit can help add cash flow to your business. You will have a new way of thinking about your practice from a research and design perspective and feel excited about finding some new money in practice for things you are already doing.
You can connect with Scott Broadbent & Ben Dyches and www.drtaxcredit.com!

Monday Feb 01, 2021
Cash Flow Coaching with Dr. Howard Polansky
Monday Feb 01, 2021
Monday Feb 01, 2021
In this interview, you will learn A mindset shift on how to efficiently make money move. Cash Flow Coaching is about you having control over the debt, and not having debt and fixed payments control you.
Check out more at www.cashflowocachusa.com/secret
