The Dental Wealth Nation Show with Tim McNeely
 

The Dental Wealth Nation Show with Tim McNeely

https://podcast.dentalwealthnation.com/feed.xml

8.5K

Downloads

138

Episodes

You built a practice worth millions. The exit is where that wealth is either preserved — or quietly surrendered to fragmented advice, mistimed decisions, and tax strategies that weren't built for what comes next.

The Dental Wealth Nation Show is for the practice owner standing at the threshold: weighing the DSO offer, wondering whether your advisors are actually coordinating, trying to figure out if there's a smarter path from practice income to multi-generational wealth.

Host Tim McNeely has spent his career in that gap — the space between clinical success and lasting financial legacy where most advisory teams fail their clients. He operates LifeStone, a Virtual Family Office serving dental entrepreneurs with $5M–$25M in practice value. He holds the CFP®, CIMA®, CEPA®, and CPFA® designations — one of fewer than 300 advisors nationally with that combination. He's not here to replace your CPA or attorney. He's the financial quarterback they've been missing.

Each episode covers the coordination failures that cost practice owners millions: the exit that happened two years too early, the entity structure that triggered an unnecessary seven-figure tax bill, the wealth plan that worked until the practice sold and everything broke.

This isn't motivation. It's architecture.

New episodes weekly. Visit timmcneely.com to take the Advisory Gap Assessment — five questions, instant results.

Episodes

How to Build and Work with Your Financial Team with Laura Phillips

Monday Feb 01, 2021

Monday Feb 01, 2021

Building the right financial team is critical for dental practice exit planning and maximizing enterprise value. In this episode, Tim McNeely sits down with Laura Phillips to break down exactly which professionals you need, how to evaluate them, and why their roles matter to your bottom line.

Who Belongs on Your Financial Team:

  • CPA or tax strategist focused on dental practice structures
  • Wealth advisor experienced with 8-figure dental entrepreneurs
  • Practice management consultant for operational optimization
  • Legal counsel specializing in practice exits and entity transitions

How to Align Your Team Around Practice Value:

Your financial team isn't just about compliance—it's about coordinating strategy across tax, accounting, legal, and wealth planning to eliminate gaps. Laura Phillips shares how dental owners typically waste time and money by working with disconnected advisors, and how LifeStone coordinates these relationships to protect and grow your practice value before transition.

What to Expect From Your Financial Advisor:

  • Proactive EBITDA improvement recommendations
  • Tax-efficient entity structuring aligned with your exit timeline
  • Wealth transition planning beyond the practice sale
  • Regular accountability and performance metrics

Whether you're five years from exit or exploring DSO partnership opportunities, having advisors who understand dental practice economics—not just generic financial advice—saves you six figures and significantly reduces transition stress.

Learn more and connect with Tim at timmcneely.com

Connect with Tim McNeely:
Website: https://timmcneely.com
Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment
Book an Exploratory Call: https://timmcneely.com/contact

Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a LifeStone for dental entrepreneurs.
 
The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.
Connect with Tim McNeely:
Website: https://timmcneely.com
Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment
Book an Exploratory Call: https://timmcneely.com/contact

Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a Virtual Family Office for dental entrepreneurs.
 
The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.

Comment (0)

No comments yet. Be the first to say something!

Copyright All rights reserved.

Podcast Powered By Podbean

Version: 20241125