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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.
Seven Steps to Dental Success: Decrease Taxes, Increase Impact, and Thrive
Most dental entrepreneurs build practices worth millions—then lose a significant portion during the transition to their next chapter. Not from bad intentions, but from fragmented advice: a CPA optimizing taxes in isolation, an attorney drafting documents disconnected from the investment strategy, a broker focused on closing the deal rather than what comes after.
Dental Wealth Nation is the coordination blueprint. Tim McNeely—one of the few advisors in the country holding CFP®, CIMA®, CEPA®, and CPFA® credentials—lays out the architecture that protects practice owners before, during, and after a liquidity event.
Inside: the tax strategies that survive an exit, the wealth structures that don't break when practice income stops, and the coordination framework that turns a collection of advisors into an actual team.
Get your copy at www.dentalwealthnationbook.com
Episodes
Saturday Jan 16, 2021
Saturday Jan 16, 2021
Saturday Jan 16, 2021
You want to work with advisors and other professionals who can really add value to your life, right? In this episode of Dental Wealth Nation, we spell out the three drivers of exceptionalism in professionals so you can know what to look for.
Friday Jan 15, 2021
Friday Jan 15, 2021
When selling your business, it might make sense to include an earn-out provision. But you’ve got to plan carefully and tread cautiously if you take this route.