What Coordinated Wealth Planning Means for Your Exit

Dental practice wealth planning for high-net-worth entrepreneurs doesn't require a nine-figure net worth to get institutional-grade advice. In this episode, Tim McNeely explains how coordinated wealth planning, long reserved for billionaires, is now within reach for dentists who run 8-figure practices and are preparing for an exit.

Why dental entrepreneurs need one coordinated plan:

• Tax strategy, investment management, and succession planning under one approach
• Protecting liquidity from a practice exit through deliberate wealth deployment
• Coordinating your CPA, attorney, and M&A advisor so the advice does not conflict
• Structuring post-exit income and reducing tax drag on your wealth

What the coordination costs, and what it replaces:

A traditional private wealth team often starts around $100M in assets. LifeStone delivers comparable coordination for dental entrepreneurs at the $2M to $20M asset level, the band where most practices sit before and after a sale.

What gets coordinated:

• A broker or qualified appraiser values the practice, and the plan covers EBITDA work leading into the sale
• DSO negotiation terms and the tax on an earnout
• Post-exit investing aligned with your risk tolerance and timeline
• Wealth transition planning for your family and your team

If you have significant practice value or recent exit proceeds, one coordinated plan replaces siloed advice and keeps the work pointed at what you keep after the sale.

Learn more and connect with Tim at timmcneely.com