For Dental Practice Owners 5-10 Years From Exit

Most dentists leave $200K–$500K on the table at exit.
Don't be one of them.

Most dentists leave $200K–$500K on the table at exit — not because they missed a good opportunity, but because they didn't know what they didn't know. Take the free Exit Readiness Scorecard and find out exactly how much you're leaving exposed.

See What You're Leaving on the Table →
✓ No account required
✓ Instant personalized report
✓ Trusted by practice owners

I'm not a dentist.
That's exactly why dentists call me.

Your CPA handles taxes. Your attorney does contracts. Your broker prices the deal. But nobody is watching the full picture — wealth preservation, tax mitigation, exit architecture, heir protection — until $200K–$500K has already slipped through the gaps.

That's the job. Not a colleague with a second opinion. A fiduciary wealth strategist who's spent 25+ years inside the dental world, coordinating the advisors you already have so your exit doesn't get picked apart piece by piece.

25+ Years · Fiduciary · Dental-Only Focus · 🏆 2025 Nifty Thrifty Award
Tim McNeely speaking at The Dental Festival
Tim McNeely — Dental Exit Guy, arms crossed, professional headshot
🏆
2025 Nifty Thrifty Award Winner
Meet Tim McNeely

Your Dental Exit Advocate

🏆 2025 Nifty Thrifty Award Winner & Your Dental Exit Advocate

Tim isn't a vendor selling insurance or annuities. He's an architect. He built the Virtual Family Office model that coordinates your tax strategist, estate attorney, investment advisor, and exit planner — so they actually talk to each other.

For 25 years, he's worked exclusively with dentist-owners navigating the gap between clinical success and personal wealth.

Get Your Exit Score →
The VFO Advantage

Five advisors pulling in five directions.

You already have a CPA, an attorney, a financial planner. The problem isn't who's on your team — it's that nobody is coordinating them toward your exit.

⚠ Before

Siloed. Misaligned. Expensive.

CPA / Tax
Estate Attorney
Exit Broker
Financial Planner
Investment Advisor
No shared plan. No aligned incentives.
Your CPA and attorney haven't talked in years.
Your broker doesn't know your tax exposure.
You
Trying to coordinate five experts alone — while running a practice.

Every advisor does their job. Nobody is watching your outcome. Gaps in the plan cost you at exit.

✦ After

Coordinated. Accountable. Optimized.

CPA / Tax Strategist
Estate Attorney
Exit Broker
Financial Planner
Investment Advisor
Your Outcome
One plan. Every advisor accountable to it.

The Virtual Family Office model. One architect who coordinates every advisor around a single exit strategy — so nothing falls through the cracks.

The difference between leaving $200K–$500K on the table and walking away with everything you earned isn't which advisors you hire. It's whether they're aligned to the same exit plan. That's the Virtual Family Office.

The Stakes

This is your window. Don't waste it.

The dentists who get the best exits understood what was at stake 5 years before the offer came in.

01

DSOs Are Actively Hunting

Private equity-backed DSOs are actively acquiring practices in every major market. If you don't know your real enterprise value before the call comes in, you're negotiating blind.

02

Tax Planning Has a Deadline

Your tax exposure depends on entity structure decisions made years ago. The next 18 months determine how much of your exit sale goes to the IRS versus your retirement.

Run your tax-hit estimate →
03

Your Wealth Is Trapped

You've built a $2M-$5M practice. But if it all lives in one illiquid asset that depends on you showing up every day, it's not wealth — it's a high-paying job.

Free Diagnostic

What does "exit-ready" actually look like?

Until you know your real readiness score, you're hearing noise. This scorecard is a diagnostic, not a quiz.

The Exit Readiness Scorecard

Five dimensions that determine your options at exit:

  • Valuation Readiness — financials and systems ready to pass to a buyer
  • Tax Structure — current exposure and what can still be fixed
  • Personal Wealth — net worth tied up in the practice
  • Buyer Pipeline — options waiting vs. starting from zero
  • Post-Exit Income — cash flow and structure after the sale
Begin Assessment →
73
Exit Readiness Score
Valuation82%
Tax Structure54%
Wealth Diversification68%
Successor Pipeline41%
Post-Exit Income89%
Free Guide

Should you sell to a DSO?

DSO vs. Private Sale vs. Partnership — the three exit paths every practice owner needs to compare. Real multiples, real tradeoffs.

Read the Comparison →
DSO Sale
5-8x EBITDA · hidden terms
Private Sale
4-6x EBITDA · clean payout
Partnership
Phased exit · legacy intact
Trusted by the Dental Community

Recognized where it matters.

Tim has earned the trust of dental practice owners through results — and the community has taken notice.

Tim McNeely holding 2025 Nifty Thrifty Award for Favorite Accounting and Financial Services
🏆 2025 Nifty Thrifty Award Favorite Accounting / Financial Services — voted by the dental community
Tim McNeely speaking at The Dental Festival: Dentistry's Got Talent
🎤 Speaker at The Dental Festival: Dentistry's Got Talent Tim on stage with industry leaders — sharing exit strategy insights with practice owners nationwide
Tim McNeely on a panel discussion at a dental industry conference
🎙️ Panel Discussion — Dental Industry Conference
See case studies →
About Tim McNeely

25 years building wealth strategies for dental entrepreneurs.

Tim McNeely — approachable full-body photo, blazer and jeans, brick wall background

Tim isn't a vendor selling insurance or annuities. He's an architect. He built the Virtual Family Office model that coordinates your tax strategist, estate attorney, investment advisor, and exit planner — so they actually talk to each other.

Winner of the Nifty Thrifty Award for impact in dental finance. Host of the Dental Exit Guy podcast. Founder at LifeStone Companies. For 25 years, he's worked exclusively with dentist-owners navigating the gap between clinical success and personal wealth.

What's a Virtual Family Office?

A CFO, tax strategist, estate attorney, and investment advisor — all aligned to your goals, all accountable to one plan. The way ultra-high-net-worth families have managed wealth for decades. Tim brought it to dentistry.

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Nifty Thrifty Award

Recognized for impact and innovation in dental finance

🎤

Podcast Host

Dental Exit Guy — real conversations with real dentist-owners

🏢

LifeStone Companies

The firm behind the VFO model for dental entrepreneurs

👥

25+ Years

Exclusively serving dental practice owners and their families

How It Works

No pressure. No pitch deck. Just clarity.

Start with a free tool. Get real insights. If the gaps are worth addressing, Tim's there.

Step 01
📋

Take the Free Scorecard

Answer 10 questions about your practice. Takes 2 minutes, no account needed.

Step 02
📄

Get Your Exit Readiness Report

We email you a personalized report: your score, your biggest risk areas, and what a coordinated exit plan looks like.

Step 03
📞

Schedule a Second Opinion Call

If the report reveals gaps, talk to Tim. No pitch. Just clarity on what a real plan looks like for your specific situation.

Your call. Use the free tools and walk away, or get Tim's perspective on your specific situation.

Get the Dental Exit Brief

Subscribe on Substack →

Your next move is free.

Take the scorecard. Five minutes. See where you stand — no credit card, no sales call unless you want one.

Get Your Exit Score → Schedule a Conversation →