Dental Office Rescue with Linda Kane

How Dentists Build Wealth: Tax, Legacy & Exit Strategies with Tim McNeely

13 August 2025 · 42:05 · Episode 14

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Tim McNeely

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What it is about

Want to keep more of what you earn, protect your legacy, and build a practice worth top dollar? It starts with exit planning strategies long before you’re ready to sell. In this episode, Linda Kane talks with Tim McNeely, CFP®, CIMA®, CEPA®, founder of The Dental Exit Institute and author of Dental Wealth Nation. Tim shares how advanced planning strategies can reduce taxes, safeguard wealth, and create a clear path…

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