How to Choose the Right Advisor When Selling Your Dental Practice

Choosing the right dental practice advisor when selling is one of the highest-leverage decisions you'll make — and the wrong choice can cost you hundreds of thousands of dollars. In this episode, Tim McNeely breaks down exactly what to look for, what to avoid, and how to build the right advisory team before you go to market.

What you'll hear:

• The credentials that actually matter when evaluating a dental practice advisor
• Why most brokers are incentivized differently than you think
• How to tell the difference between a transaction advisor and a wealth advisor — and why you need both
• The questions to ask before signing any engagement agreement

If you're preparing to sell, this episode will help you avoid the most expensive advisory mistakes dental practice owners make.

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.