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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
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Are you a Dental Entrepreneur who is struggling to Thrive into todays uncertain world?
If so, you will want to tune in today and learn:
- How to make sure you are setting yourself up to get the best terms on your real estate
- Where does your practice stand in the market today
- Build a plan for the next steps in your career
Laura will also share: How you can save thousands on your lease and some hot tips for things you should look for in your lease.
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
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