The Deep Dive Report tells you exactly where it's hiding — and the specific moves to capture it before the window closes.
The Deep Dive Report builds on your scorecard data to produce five distinct analyses — each targeting a specific dollar gap most dentists don't see until it's too late to fix.
Every dollar the IRS is positioned to take that doesn't have to go. Entity structure, transaction timing, and pre-close strategies modeled against your current setup. Average gap found: $80K–$280K.
DSO vs. private sale vs. associate buy-in — modeled to your numbers, your timeline, and your post-exit income needs. A visual 6–48 month roadmap showing what to do and in what order.
Assesses whether your current structure protects practice proceeds if the deal is delayed, your health changes, or the practice sells under pressure. Most dentists have gaps here they've never been shown.
Donor-Advised Funds, Charitable Remainder Trusts, Qualified Opportunity Zones. Where applicable, these strategies reduce your tax bill significantly while doing something meaningful with the proceeds.
Eliminates the fragmentation tax — the value lost when your CPA, attorney, and financial planner aren't coordinating. Gives you and your team a unified playbook built from your specific scorecard data.
Three real pages from a recent report. Numbers redacted. Layout, depth, and recommendations are exactly what you'll get.
Tim McNeely is not a dentist. He's spent 25 years working exclusively with dental practice owners on exit planning, wealth coordination, and practice transitions — which is exactly why he can see what your existing advisors miss.
Your CPA knows taxes. Your financial planner knows your portfolio. Your attorney knows contracts. None of them is looking at all three simultaneously through the lens of your exit. That's the fragmentation tax — and it's costing you six figures.
"Every dentist I've worked with had a CPA, a financial planner, and an attorney. Not one of them had someone coordinating all three around their exit. The Deep Dive Report is that coordination, in writing, before you need it."
The Deep Dive Report is Tim's 25 years of patterns from dental practice exits, built into a structured analysis of your specific situation. No credentials manufactured. No generic advice. Your numbers, your gaps, your plan.
Most dentists find out what their exit was worth after it's closed. The Deep Dive Report is what you read before that.
Most exits leave $80K–$240K in tax drag on the table. The Playbook is the 12-lever checklist — each lever ranked by dollar impact, organized as a Day 90 → Day 0 pre-close timeline. Delivered with your Deep Dive Report.