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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 LifeStone, serving 8-figure dental entrepreneurs. At this level, wealth doesn't manage itself — it requires coordinated advice across tax, legal, investment, and exit strategy. His clients don't need another advisor. They need a financial quarterback who sequences the team they already have.
Tim holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations — a credential stack bridging comprehensive wealth management with specialized exit planning.
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 timmcneely.com for resources.
Episodes
Monday Feb 19, 2024
Monday Feb 19, 2024
Dental practice transition planning is one of the most consequential decisions a practice owner will make — and most get it wrong because they start too late. In this episode, Tim McNeely and transition specialist Cary Fry walk through what it actually takes to exit on your terms.
What you'll hear:
- The dental practice transition timeline most owners underestimate
- How to structure a sale that protects your income, your team, and your patients
- The difference between a transition that compounds your wealth and one that erodes it
- Why the buyer's financing affects your net proceeds more than most sellers realize
Whether you're 2 years out or 10, this episode gives you the framework to start thinking about your dental practice transition the right way.
Learn more and connect with Tim at timmcneely.com
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