Terms and Conditions

1. Acceptance of Terms

These Terms and Conditions ("Terms") govern your access to and use of this website and services (collectively, the "Services") operated by Tim McNeely through The Dental Exit Institute ("we," "our," or "us"). By accessing or using our Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you must not access or use our Services.

2. Modification of Terms

We reserve the right to modify, amend, or replace these Terms at any time and for any reason at our sole discretion. We will provide notice of material changes by posting the updated Terms on this page with a new "Last Updated" date. Your continued use of the Services after changes constitutes acceptance of the modified Terms. It is your responsibility to review these Terms periodically.

3. Description of Services

Tim McNeely provides strategic exit planning services, assessments, calculators, educational resources, and related advisory services for dental entrepreneurs. Our Services include but are not limited to: Exit Readiness Assessments, Virtual Family Office Assessments, Exit Planning Calculators, consultation scheduling, educational content, and access to our network of professional advisors.

4. User Accounts and Registration

To access certain features of our Services, you may be required to create an account. You agree to:

• Provide accurate, current, and complete information during registration
• Maintain and promptly update your account information
• Maintain the security and confidentiality of your account credentials
• Notify us immediately of any unauthorized access or security breach
• Accept responsibility for all activities that occur under your account

We reserve the right to suspend or terminate your account at any time for any reason, including violation of these Terms, without prior notice or liability.

5. User Conduct and Prohibited Activities

You agree not to:

• Violate any applicable laws, regulations, or third-party rights
• Use the Services for any unlawful, fraudulent, or malicious purpose
• Impersonate any person or entity or misrepresent your affiliation
• Interfere with or disrupt the Services or servers or networks connected to the Services
• Attempt to gain unauthorized access to any portion of the Services, other accounts, or systems
• Use any automated means (bots, scrapers, crawlers) to access the Services without permission
• Transmit viruses, malware, or other harmful code
• Collect or harvest information about other users without their consent
• Reverse engineer, decompile, or disassemble any aspect of the Services
• Remove or modify any copyright, trademark, or proprietary notices
• Use the Services to compete with us or develop competing products or services

6. Intellectual Property Rights

All content, materials, features, and functionality of the Services, including but not limited to text, graphics, logos, images, software, code, data compilations, and the overall "look and feel" of the Services, are owned by Tim McNeely / The Dental Exit Institute or our licensors and are protected by copyright, trademark, patent, trade secret, and other intellectual property laws.

You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Services for your personal, non-commercial use only. This license does not include any right to:

• Reproduce, distribute, modify, create derivative works, publicly display, or publicly perform any content from the Services
• Use any content for commercial purposes without our express written permission
• Download or copy content except as expressly permitted
• Use our trademarks, service marks, or trade names without permission

7. User-Generated Content

You may be able to submit, upload, or post content to the Services, including assessment responses, calculator inputs, uploaded files, comments, and other materials ("User Content"). By submitting User Content, you grant us a worldwide, non-exclusive, royalty-free, perpetual, irrevocable, transferable, sublicensable license to use, reproduce, modify, adapt, publish, translate, create derivative works from, distribute, perform, and display such User Content in any media or format, for any purpose, including marketing and promotional purposes.

You represent and warrant that:

• You own or have the necessary rights to submit the User Content
• The User Content does not violate any third-party rights or applicable laws
• The User Content does not contain confidential or proprietary information belonging to others
• You waive any moral rights or rights of attribution in the User Content

We reserve the right to remove, modify, or refuse to post any User Content at our sole discretion without notice or liability.

8. Professional Advice Disclaimer

The Services and all content provided are for informational and educational purposes only and do not constitute professional financial, legal, tax, accounting, or investment advice. The assessments, calculators, and recommendations provided through our Services are general in nature and may not be suitable for your specific circumstances.

You should not rely solely on the information provided through our Services to make financial, legal, or business decisions. You should consult with qualified professionals (CPAs, attorneys, financial advisors) before making any decisions based on information obtained from our Services.

We make no representations or warranties regarding the accuracy, completeness, reliability, or suitability of any information provided through the Services. Assessment results and calculator outputs are estimates only and actual results may vary significantly.

9. No Guarantee of Results

We make no guarantees, representations, or warranties regarding any specific outcomes, results, practice valuations, tax savings, or financial benefits that may result from using our Services. Past performance and case studies do not guarantee future results. Your results will depend on numerous factors beyond our control, including market conditions, practice performance, buyer availability, and your own efforts.

10. Third-Party Services and Links

Our Services may contain links to third-party websites, services, or resources that are not owned or controlled by us. We are not responsible for the content, privacy practices, terms, or availability of any third-party services. Your interactions with third parties are solely between you and the third party. We do not endorse or assume any liability for any third-party services or content.

11. Fees and Payment

Certain features of our Services may require payment of fees. All fees are non-refundable unless otherwise stated in writing. We reserve the right to change our fees at any time. You are responsible for paying all applicable taxes. Failure to pay fees may result in suspension or termination of your access to the Services.

12. Disclaimers of Warranties

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, OR WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

We do not warrant that:

• The Services will be uninterrupted, timely, secure, or error-free
• The results obtained from using the Services will be accurate or reliable
• The quality of any information, products, or services obtained through the Services will meet your expectations
• Any errors or defects in the Services will be corrected
• The Services will be compatible with your device or software

You assume all risk and responsibility for your use of the Services and any decisions made based on information obtained through the Services.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL DENTAL EXIT PLANNING, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AFFILIATES, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100).

Some jurisdictions do not allow the exclusion or limitation of certain warranties or liabilities, so some of the above limitations may not apply to you. In such jurisdictions, our liability will be limited to the maximum extent permitted by law.

14. Indemnification

You agree to indemnify, defend, and hold harmless Dental Exit Planning, its officers, directors, employees, agents, affiliates, licensors, and service providers from and against any and all claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Services; (b) your violation of these Terms; (c) your violation of any rights of another party; (d) your User Content; or (e) your negligence or willful misconduct.

15. Dispute Resolution and Arbitration

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO FILE A LAWSUIT IN COURT.

Any dispute, claim, or controversy arising out of or related to these Terms or the Services shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The arbitration shall be conducted in English and shall take place in a location determined by the arbitrator. The arbitrator's decision shall be final and binding, and judgment may be entered in any court of competent jurisdiction.

YOU AGREE TO WAIVE YOUR RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION. All claims must be brought in your individual capacity and not as a plaintiff or class member in any purported class, collective, or representative proceeding.

Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights.

16. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of [Your State], without regard to its conflict of law principles. Any legal action or proceeding not subject to arbitration shall be brought exclusively in the state or federal courts located in [Your County/City, State], and you consent to the personal jurisdiction of such courts.

17. Termination

We reserve the right to suspend, disable, or terminate your access to the Services at any time, for any reason or no reason, with or without notice, and without liability. Upon termination, your right to use the Services will immediately cease. Sections of these Terms that by their nature should survive termination shall survive, including but not limited to intellectual property provisions, disclaimers, limitations of liability, indemnification, and dispute resolution provisions.

18. Force Majeure

We shall not be liable for any failure or delay in performing our obligations under these Terms due to causes beyond our reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, pandemics, strikes, or shortages of transportation, facilities, fuel, energy, labor, or materials.

19. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving its intent.

20. Entire Agreement

These Terms, together with our Privacy Policy and any other legal notices or agreements published on the Services, constitute the entire agreement between you and Dental Exit Planning regarding the Services and supersede all prior or contemporaneous communications, agreements, or understandings, whether written or oral.

21. Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. No waiver shall be effective unless made in writing and signed by an authorized representative of Dental Exit Planning.

22. Assignment

You may not assign or transfer these Terms or your rights and obligations hereunder without our prior written consent. We may freely assign or transfer these Terms and our rights and obligations hereunder to any third party without restriction.

23. SMS Communications and Consent

By providing your phone number and opting in through our website forms, you consent to receive SMS messages from Tim McNeely. SMS consent is not a condition of purchasing any goods or services.

• Transactional Messages: Appointment reminders, responses to inquiries, and service updates. Consent is collected via a separate checkbox on our forms.
• Marketing Messages: Promotional content, event invitations, and educational resources. Marketing consent is optional, collected via a separate unchecked-by-default checkbox, and is not required to use our Services.
• Message Frequency: Message frequency varies based on your interactions and the type of consent provided.
• Rates: Message and data rates may apply depending on your carrier and plan.
• Opt-Out: You may opt out of SMS messages at any time by replying STOP to any message. Reply HELP for assistance.

Your SMS consent information will not be shared with or sold to third parties for their own marketing purposes. We may share your information only with our SMS service providers solely for the purpose of delivering messages you have consented to receive.

Carrier Liability Disclaimer: Carriers (e.g., T-Mobile, AT&T, Verizon) are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission from your network operator and is outside our control. We make no guarantee that messages will be delivered or delivered in a timely manner.

Age Restriction: You must be at least 18 years of age to opt in to our SMS messaging program. By providing your phone number and consenting to receive SMS messages, you confirm that you are 18 years of age or older.

For a complete description of our privacy practices, please review our Privacy Policy.

For questions about our SMS practices, contact us at [email protected] or call (818) 730-2000.

24. Contact Information

If you have questions, concerns, or disputes regarding these Terms, please contact us: