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Current: $600K (30.0% margin)

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Current: $300K

Current: 100%

Tim McNeelyTim McNeely

Advisor to Dental Entrepreneurs. Strategic exit planning and integrated wealth management for high-net-worth practice owners. Pursue greater practice value, optimize tax outcomes, and architect a legacy that lasts for generations.

Tim McNeely, CFP® CIMA® CEPA® CPFA®

Exit Architecture & Wealth Management for Dental Entrepreneurs

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Educational Content Disclaimer: The information on this website is for educational and informational purposes only. Case studies presented are composite examples based on actual client engagements, with details modified to protect client confidentiality. Individual outcomes will vary based on personal circumstances, market conditions, and professional advice received. No content on this site constitutes tax, legal, or investment advice. Consult with qualified professionals before making financial decisions.

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