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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
Tuesday Aug 01, 2023
Tuesday Aug 01, 2023
🚀🦷 Get ready for a game-changing episode of The Dental Wealth Nation show, featuring the incredible Victoria Peterson! 🌟🌐 Today, we're diving into "Building an Investment-Grade Practice" and shifting your mindset from productivity to long-term value. 💡📈
Join us as Victoria, who uniquely combines a Doctorate in Spiritual Studies with 30 years of dental industry leadership, shares her insights on:
🔸 Predicting Personal Financial Freedom
🔸 Designing a strategy to achieve it (often within 5 years)
🔸 Decreasing stress and loving your practice today
🔸 Building predictable value at the time of sale Don't miss out on this opportunity to infuse your daily operations with the human spirit and make work FUN! 🎉😄
We'll also explore:
🎯 The secret behind the adage "begin with the end in mind" - how do wealthy dentists really do this?
🎯 How is IGP Business Consulting different than traditional practice management consulting?
🎯 In Victoria's opinion, what competitive edge should doctors be focusing on?
After the interview, head to www.productivedentist.com for even more wisdom and practical tools!
👉 Tune in NOW and transform your dental practice into an investment-grade powerhouse with Victoria Peterson! 🦷💥 #DentalWealthNation #InvestmentGradePractice #VictoriaPeterson #ProductiveDentist #FinancialFreedom
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