7.4K
Downloads
138
Episodes
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
Monday Feb 01, 2021
Monday Feb 01, 2021
In this episode, Marc Adams and I discuss the value of creating a Business Success Roadmap.
Grab Your "5 Keys Every Business Owner Must Know" below. https://nlbusinessadvisors.com/eguidefivekeys.
So if you want to improve your net profit (bottom line), better control your cash that flows in and out of your practice, and improve your net profit while improving your work/life balance. so you can how to get a process in place to systematically monitor and grow the bottom line, tune in now!
In this episode, you'll discover:
*The steps that are necessary to create an annual growth plan.
*How to properly understand financials to create measurable for the growth plan.
*The difference between the top and bottom lines.
About Marc Adams, is an expert in understanding and improving practice profitability whose accomplishments include:
*Almost 20 years in business.
*Enrolled Agent (Licensed to Represent people before the IRS)
*Tax Strategist More Information Learn more about how you can improve your results with understanding and improving practice profitability and www.mcataxprep.com
No comments yet. Be the first to say something!