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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
Friday Mar 03, 2023
Friday Mar 03, 2023
🎧 Welcome to The Dental Wealth Nation Show with Tim McNeely! 🦷💰 In this episode, we dive into the age-old question: "Buy or Build, which is right for you?" with our guest, Michael Dinsio, a dental expert with a wealth of experience in the industry. 🏢🔍
👥 Are you a dentist considering practice ownership? 🤔💼 Then this episode is a must-listen! Michael discusses the pros and cons of starting a new business (startup) or acquiring an existing practice, providing valuable insights to help you make an informed decision. 💡💼
💵💪 Whether you're an aspiring entrepreneur or looking for a safer option with an established foundation, Michael shares his expertise on the financial aspects, the importance of leadership skills, and the key factors to consider before making your move. 📈💼
📆🔍 Plus, we dive into the impact of the challenging year 2020 and how it shouldn't be factored into practice valuations. 📉💰 Michael also shares lessons from his own journey, including a memorable encounter with basketball superstar LeBron James in high school! 🏀😮
👂 Tune in to gain insights, tips, and inspiration to take your dental practice journey to the next level! 💪🎙️ Don't miss this exciting episode of The Dental Wealth Nation Show! 🔥🦷
You can connect with Michale at www.nxlevelconsultants.com or check out their podcast at www.dentaluncensored.com
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