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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 09, 2023
Wednesday Aug 09, 2023
🎙️ Are you a dentist wondering whether to build or buy a practice? Join the Dental Wealth Nation Show with Al Galvis as he tackles this important question and provides valuable insights for dentists looking to take their career to the next level. In this episode, Al discusses the pros and cons of building a practice from scratch or buying an existing one. 🏢💼💵
From inheriting a reputation and patient base 👥👥 to dealing with staff dynamics and the challenges of implementing change, Al shares his expertise on navigating the world of dental practice ownership. He offers a roadmap for success, emphasizing the importance of the right mindset and surrounding yourself with the right people. 🌟💪
Discover the secrets to finding clarity in your career goals and gaining the necessary support to thrive in your dental practice. 📈💡💼 Al's mission is to partner with you on your journey to live an incredible life and have an incredible business, so tune in and start building your dental wealth today! 🎧🦷💰
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