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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
Saturday Mar 19, 2022
Saturday Mar 19, 2022
Are you interested in building a complete marketing plan for your dental organization? Are you curious about avoiding failures in advertising, reducing risk, and wasting time while growing your practice?
If so, you won't want to miss this episode with Patrick Chavoustie of Omnipremier. Tune and you will learn how to lower your overall marketing costs without sacrificing new patient growth, how to get more referrals for your practice, and a one-page marketing plan along with a free one on one strategy session.
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