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

Unlocking Smiles: Navigating Special Needs Treatment with Lisa Curbow 0117

Wednesday Mar 27, 2024

Wednesday Mar 27, 2024

Dental practice expansion into special needs treatment is a high-margin service line that increases patient lifetime value and differentiates your practice from competitors. In this episode of The Dental Wealth Nation Show, Tim McNeely sits down with Lisa Curbow, an experienced dental hygienist specializing in special needs patient care, to explore how dental entrepreneurs can build and scale this service offering.

Why Special Needs Dentistry Matters:

  • Underserved patient population with high treatment acceptance rates
  • Premium pricing potential and reduced price sensitivity
  • Stronger patient loyalty and referral networks
  • Meaningful practice differentiation in competitive markets

Building Your Special Needs Program:

Lisa shares practical strategies for training your team, adapting clinical protocols, and creating an inclusive environment that attracts and retains special needs patients. Learn how to position this service line as a revenue driver while genuinely serving an underserved community.

Practice Valuation Impact:

Buyers and DSOs value practices with diversified, sticky patient bases. A well-established special needs program demonstrates patient satisfaction, team stability, and predictable cash flow—all metrics that increase your practice valuation multiple at exit.

Whether you're exploring new service lines to boost EBITDA before a transition, or simply looking to expand your practice's mission, this conversation provides actionable insights on clinical execution, team training, and business positioning.

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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