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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 Feb 18, 2021
Thursday Feb 18, 2021
Join me on the Dental Wealth Nation podcast as we dive deep into strategies for growing your dental practice revenue using insurance. Our guest, Nick Partridge, shares his expertise and insights on navigating the complex world of dental insurance and how it can contribute to the success of your practice. Here are three key takeaways from our conversation:
1️⃣ Streamlining Your Practice: Just like fixing issues in your house, it's crucial to address challenges in your practice as they arise. By streamlining processes and administration, you'll not only have more fun and enjoyment in your business, but you'll also unlock financial benefits that can be invested in equipment, retirement plans, and staff rewards.
2️⃣ The Power of Dental Insurance: Dental insurance drives a significant number of patient visits, making it a valuable offering to attract and retain patients. By staying informed about changes in insurance plans, regularly evaluating and adapting to market dynamics, you can ensure your practice aligns with patient needs and practice goals.
3️⃣ Maximizing Revenue and Wealth Creation: Efficiently participating in insurance plans, aligning with market demands, and optimizing reimbursements can significantly impact your practice's revenue. By streamlining administration and staying informed, you can increase rates, attract potential buyers, and position your practice for long-term success.
Don't miss out on valuable insights that will help you navigate the complex world of dental insurance and grow your practice. Tune in to the Dental Wealth Nation podcast episode with Nick Partridge. Let's unlock the wealth of opportunities in your dental practice together! #DentalWealthNation #InsuranceGrowthStrategies #StreamliningSuccess
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