The Dental Exit Planning Framework

Most dental entrepreneurs approach their exit as a transaction. Tim McNeely approaches it as an architecture project: designing the structure that maximizes what you keep, protects what you've built, and funds the life you want after dentistry.

The wealth management process

The 25-minute exploratory call qualifies you for Discovery. It comes before the wealth management process. The wealth management process has five steps. 1. Discovery Meeting: you find the structural gaps, tax exposure, and how ready you are to exit, across your whole financial picture. 2. Initial Findings Meeting: a first look at your wealth and your planning priorities. 3. Mutual Commitment Meeting: the investment strategy built for you and the roadmap for moving your accounts. 4. Implementation Meeting, the 45-day follow-up: delivery of your finished plan covering tax, transfer, protection, and charitable giving. 5. Regular Progress Meetings: ongoing review of how the plan is going and adjusting the strategy before problems come up.