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

Taking a Fresh Look at Your Practice from a R&D Perspective with Scott Broadbent & Ben Dyches

Monday Feb 01, 2021

Monday Feb 01, 2021

Discover how the R&D tax credit for dental practices can unlock hidden cash flow from activities you're already performing. On this episode of The Dental Wealth Nation Show, Tim McNeely sits down with Scott Broadbent and Ben Dyches to explore how dental entrepreneurs can leverage research and development tax credits to strengthen practice profitability and fund growth initiatives.

What You'll Learn:

  • How R&D tax credits apply specifically to dental practices and clinical workflows
  • Methods to identify qualifying activities you're already conducting that generate tax benefits
  • Strategies to recapture prior-year credits and improve current-year cash positioning
  • How to document and structure R&D activities for maximum tax efficiency

Why This Matters for Your Exit:

Increasing practice cash flow through tax optimization directly strengthens your EBITDA and enterprise value. Whether you're planning a near-term exit or building long-term wealth, every dollar recovered improves your position in DSO negotiations or private equity discussions. LifeStone works with 8-figure dental entrepreneurs to maximize practice value through tax strategy and operational optimization.

Key Takeaway:

Most dentists leave significant money on the table by overlooking R&D tax credits embedded in their normal operations. This conversation reframes how you think about your practice's financial structure and reveals new cash flow opportunities without operational changes.

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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