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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
Thursday Sep 15, 2022
Thursday Sep 15, 2022
🎙️🦷 Discover the secrets to building wealth and success in the dental industry with Dental Wealth Nation Show! 💰💼 Hosted by Tim McNealy, this podcast is your ultimate guide to creating a lucrative and fulfilling life as a dentist. 💡✨ In episode 0084, "Family Business Succession - An Overview for Owners and Heirs," we dive into the critical topic of business succession planning for family-owned dental practices. 🤝👪✅
🏛️📝 Lack of a solid succession plan can lead to family conflicts and jeopardize the legacy of your practice. Discover why successful family businesses prioritize and take succession planning seriously, and learn valuable insights to smoothly pass on your business to the next generation. 🌟
📈 With the transfer of family-owned businesses expected to increase in the coming years, it's essential to know the key questions to consider when deciding to continue the business as a family enterprise or sell it. 💡🔑
👥🗣️ Join the conversation as we uncover the little-known advice and strategies used by successful individuals and families, aimed at maximizing net worth, taking care of loved ones, and making a positive impact on the world. 💪❤️
🎯👨⚕️ If you're a dentist looking to build a successful and abundant life, this show is a must-listen! Tune in to Dental Wealth Nation Show and visit dentalwealthnation.com to access exclusive resources to help you achieve your financial and personal goals. 🦷💰💼✨
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