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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
Sunday Jan 09, 2022
Sunday Jan 09, 2022
What types of planning do you need to fully protect your family in your unique situation? How can make sure your plans continue working in the future?
Tune and learn how you can protect your loved ones and your business by keeping your family out of court and conflict. In this episode of Dental Wealth Nation, you will learn from Ashley Dotchin of Dotchin Law:
Where your family and business may be at risk
What happens if you don’t have a plan in place
Why estate planning isn’t as scary as you may think
How to make sure your plan continues to work for you in the future
Tune in, ask questions, and learn how you can Keep Your Family And Dental Practice Out Of Court And Conflict
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