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

May 14, 2021

True Dental Success with Dr. Mark Costes

May 14, 2021

45 min

Dental practice success requires more than clinical excellence—it demands a peer network of ambitious entrepreneurs who understand both business and personal growth. In this episode of The Dental Wealth Nation Show, Tim McNeely sits down with Dr. Mark Costes to explore how mastermind groups and strategic relationships accelerate wealth building for dental practice owners.

Why Peer Networks Matter for Dental Entrepreneurs:

Access to proven business strategies from dentists who've scaled successfully
Accountability structures that drive EBITDA improvement and practice profitability
Real-world insights on practice valuation, exit planning, and DSO partnership decisions
Personal development alongside financial performance in your dental business

Building Your Advisory Circle:

Dr. Costes shares how surrounding yourself with high-performers in both clinical and business domains creates the conditions for breakthrough results. Whether you're optimizing practice cash flow, preparing for a practice exit, or evaluating associate partnerships, your peer group directly influences your outcomes.

Who Should Listen:

Dental practice owners seeking to maximize profitability before an exit, dentists evaluating DSO consolidation, and practitioners ready to move beyond clinical-only thinking into true entrepreneurship. This conversation cuts through the noise and focuses on what actually moves the needle: strategic relationships, accountability, and aligned growth.

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

The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.

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