The Dental Wealth Nation Show with Tim McNeely
 

The Dental Wealth Nation Show with Tim McNeely

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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

Independent Trustees - Pioneering the Future with Kevin Quinn

Monday Jan 31, 2022

Monday Jan 31, 2022

Dental practice estate planning and trustee selection are critical decisions for high-net-worth entrepreneurs managing 8-figure practices. In this episode, Tim McNeely sits down with Kevin Quinn, Co-founder and President of The Independent Trustee Alliance, to break down trustee responsibilities, fiduciary duties, and how to choose the right independent trustee for your wealth transfer strategy.

Why Trustee Selection Matters for Dental Entrepreneurs:

  • Understanding fiduciary obligations and liability exposure when naming trustees
  • How independent trustees differ from family members and institutional options
  • Protecting your dental practice assets and family wealth during estate administration
  • Reducing conflict and ensuring smooth wealth transfer post-exit

Key Topics Covered:

This conversation explores trustee responsibilities, the complexity of estate settlement, and the strategic advantages of independent trustees for high-income professionals. Kevin shares insights on naming trustees wisely, avoiding common pitfalls, and aligning trustee selection with your long-term wealth plan.

Who This Episode Is For:

Dental practice owners preparing for transitions, DSO partnerships, or exits who want to ensure their families and legacies are protected through solid estate and trust architecture. Whether you're exiting in 2-3 years or building long-term wealth, trustee planning impacts your entire financial strategy.

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.

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