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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 LifeStone, serving 8-figure dental entrepreneurs. At this level, wealth doesn't manage itself — it requires coordinated advice across tax, legal, investment, and exit strategy. His clients don't need another advisor. They need a financial quarterback who sequences the team they already have.
Tim holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations — a credential stack bridging comprehensive wealth management with specialized exit planning.
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 timmcneely.com for resources.
Episodes
Thursday Jan 18, 2024
Thursday Jan 18, 2024
Choosing the right dental practice advisor when selling is one of the highest-leverage decisions you'll make — and the wrong choice can cost you hundreds of thousands of dollars. In this episode, Tim McNeely breaks down exactly what to look for, what to avoid, and how to build the right advisory team before you go to market.
What you'll hear:
- The credentials that actually matter when evaluating a dental practice advisor
- Why most brokers are incentivized differently than you think
- How to tell the difference between a transaction advisor and a wealth advisor — and why you need both
- The questions to ask before signing any engagement agreement
If you're preparing to sell, this episode will help you avoid the most expensive advisory mistakes dental practice owners make.
Learn more and connect with Tim at timmcneely.com
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