LECTURES, WORKSHOPS & CE PRESENTATIONS
Book Tim McNeely for Your Next Event
Four industry-leading certifications. A Dynamic Speaker Institute Fellowship. Two decades in the room with dental entrepreneurs. Tim delivers presentations on exit planning, wealth strategy, and legacy building that leave your audience with clarity they can act on — and confidence they can feel.
Presentations That Move the Needle
Each presentation is tailored to your audience — from CE-eligible lectures to hands-on workshops
Unlocking Your High-Value Exit
The Crucial Questions to Ask Before You Cash In
According to the ADA, as many as 80% of dentists approaching retirement lack a well-defined exit strategy. This presentation equips dental entrepreneurs with the essential questions every practice owner must address before selling — from building a high-performing advisory team to stress-testing wealth plans for reliable outcomes.
Learning Objectives
- Analyze effective wealth management components and create a personalized financial strategy
- Evaluate the role and structure of a family office advisory team
- Apply stress testing methodologies to evaluate and refine wealth plans
Beyond the 401(k)
Secure Your Team, Strengthen Your Practice
With 83% of employees valuing retirement benefits highly (American Benefits Council), a strong plan is crucial for reducing turnover. Through real-world case studies and interactive discussions, this presentation explores the latest trends and best practices in qualified retirement plans — including SIMPLE IRAs, 401(k)s, profit-sharing, and defined benefit options.
Learning Objectives
- Understand key components of effective retirement plans and their impact on retention
- Evaluate core compliance requirements under ERISA and related regulations
- Review tax benefits, credits, and deductions to help maximize savings
What Event Organizers Say
"Tim has established an enviable reputation as an educator and speaker. Thank you for your professionalism, integrity, and commitment to education."
Jason Schneller
Wells Fargo Practice Financial
"Tim's presentation is absolute fire, but beyond that, what I really appreciate about Tim is his dedication to serving the audience. He takes complex financial topics that often confuse doctors and simplifies them in a way that's easy to understand. He's not only dynamic on stage but also dependable and incredibly easy to work with."
Dr. Anissa Holmes
Delivering WOW Dental Podcast
"Tim has been a reliable, honest and thoroughly knowledgeable speaker. We have had Tim come back to speak to our members time and again because our doctors find his advice and breadth of specific understanding about dentistry to be unique among those in his business sector."
Andy Ozols, MA, MBA
Executive Director, San Fernando Valley Dental Society
"Tim is knowledgeable, genuine, and eager to assist our members in any way he can."
Lee Adishian, RDH
Executive Director, San Gabriel Valley Dental Society
"Tim gives a great perspective. He presents ideas with an optimistic and hopeful outlook that dentists can benefit from."
Scott Stewart
President, Clifton & Associates, Inc.
Past Engagements
Tim has presented to dental societies, conferences, and study clubs across the country and internationally.
Delivering Wow Summit
Dental Podfest
Dental Side Gigs
Harbor Dental Society
Integrity Practice Sales
Kern County Dental Society
Orange County Dental
Spear Study Club
Safari and Smiles, Kenya, Africa
San Gabriel Valley Dental Society
San Fernando Valley Dental Society Symposium
Wevolution
Published Work
High Value Exit
A Dental Entrepreneur's Guide to an Exit You Love — the definitive guide for practice owners planning their transition.
Learn MoreThe Dental Wealth Nation Show
Host of the premier podcast for dental entrepreneurs — weekly episodes on wealth building, exit planning, and legacy creation.
Listen NowBook Tim for Your Event
Looking for a speaker who combines deep expertise in exit planning with real-world experience serving dental entrepreneurs? Tim delivers actionable insights your audience can implement immediately.
Available for conferences, summits, workshops, lectures, CE courses, and private events