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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 Sep 06, 2023
Wednesday Sep 06, 2023
🎙️ The Dental Wealth Nation Show with Darren Hulstine 🦷 Prepare Now for a Profitable and Comfortable Exit from Your Practice! 💰💼
Are you a dentist looking to maximize your profit and ensure a smooth transition when selling your dental practice? Look no further! Join host Tim McNeely and guest Darren Hulstine, a top performer in the dental industry, as they dive into how to prepare your practice for a profitable exit in Episode 0093 of The Dental Wealth Nation Show. 🎉
Discover insider tips on how to overcome challenges faced by midsize dental practices, find buyers for lower revenue practices, and maintain the value of your practice. 🏢💵
Learn how to clean up your finances, update your equipment, and create a strong team to attract potential buyers. Also, gain insights into valuation methods, including using a weighted average approach and understanding seller's discretionary earnings. 💡💼
Explore the benefits of hiring a broker to reduce stress and save time during the selling process. Plus, get expert advice on consulting with advisors and putting together a comprehensive plan for a successful transition. 🔑💼
Don't miss out on this valuable episode of The Dental Wealth Nation Show where you'll gain the knowledge, tools, and resources to exit your dental practice profitably. Tune in now! 🎧💼🦷
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