7.4K
Downloads
138
Episodes
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 02, 2023
Wednesday Aug 02, 2023
🎙️ Welcome to another insightful episode of The Dental Wealth Nation Show, where we explore the intriguing realm of Dental Mergers and Acquisitions (M&A). In this episode, we're joined by Kevin Cumbus, President of Tusk Partners, a veteran dental broker with over a decade of experience navigating the dental industry.
Kevin imparts his wisdom on the progression of dental practice values, the catalysts propelling these increasing values, and the significance of discerning the optimal time to sell your dental enterprise. He also offers indispensable advice on selecting the right partner, structuring the deal for maximum gain, and how to sidestep being exploited by Dental Service Organizations (DSOs).
With the presence of over 150 PE-backed DSOs in the nation and counting, Kevin's insights are vital for anyone contemplating selling their practice or strategizing for retirement. Don't miss this chance to learn from an industry authority and potentially attain financial independence through the sale of your practice.
For further information, visit Tusk Partners at www.TUSK-partners.com or contact them at (704) 302-1043. Join us for this enlightening conversation, and stay tuned for more episodes of The Dental Wealth Nation Show! 🦷💰🎧
No comments yet. Be the first to say something!