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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
7 days ago
7 days ago
Join host Tim McNeely and special guest Ian Miller, CEO of Dental Mutuality and Guinness World Records holder, for a high-energy episode that reframes modern dentistry. Ian and Tim dig into how the industry has shifted—driven by DSOs, AI, and new business models—and share practical ways practice owners can find hidden profits, protect EBITDA, and make dentistry enjoyable again.
Topics covered include the dual nature of change (both opportunity and threat), how to evaluate and adopt AI and new technologies without getting overwhelmed, and the crucial role of trusted partners or consultants in vetting options for your office. Ian explains why early adoption today looks different and how to decide which innovations actually move the needle for your practice.
The conversation highlights often-overlooked profit drivers beyond marketing and production growth: smart cost-savings, staff satisfaction and retention, patient loyalty, and operational tweaks that drop straight to the bottom line. Tim and Ian discuss tariffs, production protection, and why a dollar of cost savings can deliver more immediate impact than a dollar of new revenue.
Patient and staff wellbeing are emphasized as central to profit and joy in the office. Ian shares real solutions—like virtual reality from Paper Plane Therapeutics to reduce patient anxiety and lunchtime VR resets for staff—as well as practical sensory changes (colors, smells, music) that improve clinic atmosphere and outcomes.
Actionable growth ideas are also explored: community engagement and charitable care as authentic marketing and morale builders, and hands-on tactics like offering custom athletic mouthguards to drive new patient traffic. Ian issues a 28-day challenge to inject fun into the office and invites listeners to try small, immediate changes to see big morale and financial results.
Expect an upbeat, solutions-focused episode full of concrete next steps you can use tomorrow—technology evaluation strategies, ways to uncover hidden profits, patient-anxiety tools, staff-retention tips, and how to build a practice that thrives financially and culturally. To learn more about Ian and Dental Mutuality, visit dentalmutuality.com.
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