The Dental Wealth Nation Show with Tim McNeely
 

The Dental Wealth Nation Show with Tim McNeely

https://podcast.dentalwealthnation.com/feed.xml

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You built a practice worth millions. The exit is where that wealth is either preserved — or quietly surrendered to fragmented advice, mistimed decisions, and tax strategies that weren't built for what comes next.

The Dental Wealth Nation Show is for the practice owner standing at the threshold: weighing the DSO offer, wondering whether your advisors are actually coordinating, trying to figure out if there's a smarter path from practice income to multi-generational wealth.

Host Tim McNeely has spent his career in that gap — the space between clinical success and lasting financial legacy where most advisory teams fail their clients. He operates LifeStone, a Virtual Family Office serving dental entrepreneurs with $5M–$25M in practice value. He holds the CFP®, CIMA®, CEPA®, and CPFA® designations — one of fewer than 300 advisors nationally with that combination. He's not here to replace your CPA or attorney. He's the financial quarterback they've been missing.

Each episode covers the coordination failures that cost practice owners millions: the exit that happened two years too early, the entity structure that triggered an unnecessary seven-figure tax bill, the wealth plan that worked until the practice sold and everything broke.

This isn't motivation. It's architecture.

New episodes weekly. Visit timmcneely.com to take the Advisory Gap Assessment — five questions, instant results.

Episodes

99 Pitfalls to Avoid Before Buying A Dental Practice with Fazel Mostashari

Tuesday Oct 12, 2021

Tuesday Oct 12, 2021

Dental practice acquisition requires meticulous due diligence—and avoiding critical pitfalls is essential to protecting your investment and future wealth. In this episode, Tim McNeely sits down with Fazel Mostashari, Dental CPA, to break down the 99 most common mistakes dentists make when buying a dental practice.

Why This Matters for Dental Buyers:

  • Understand the financial red flags that cost dentists hundreds of thousands in post-purchase surprises
  • Learn what lenders and DSOs scrutinize before approving acquisition deals
  • Discover the tax implications and entity structure decisions that impact your bottom line
  • Get clarity on seller financing, contingencies, and legal protections

Key Topics Covered:

Fazel walks through the acquisition process from offer to closing, highlighting the operational, financial, and legal considerations most dentists overlook. Whether you're buying from a retiring dentist or negotiating with a DSO, this conversation equips you with the knowledge to avoid costly missteps and structure a deal that positions you for long-term wealth building.

Who Should Listen:

Dentists evaluating practice acquisition opportunities, associates preparing to buy in, and practice owners considering their exit strategy will find actionable insights here. Tim and Fazel address the specific challenges dental entrepreneurs face when scaling through acquisition—from valuation multiples to working capital management to practice culture integration.

Learn more and connect with Tim at timmcneely.com

Connect with Tim McNeely:
Website: https://timmcneely.com
Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment
Book an Exploratory Call: https://timmcneely.com/contact

Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a LifeStone for dental entrepreneurs.
 
The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.
Connect with Tim McNeely:
Website: https://timmcneely.com
Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment
Book an Exploratory Call: https://timmcneely.com/contact

Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a Virtual Family Office for dental entrepreneurs.
 
The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.

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