Dental Exit Architecture: know what you will actually keep before you sell.
What is Dental Exit Architecture?
You've built a successful practice. You have a CPA, an attorney, a financial advisor. You're checking the boxes. And yet something doesn't add up. You're not sure if you're on track for a high-value dental exit. You're not sure what you'll actually keep after taxes. You're not sure anyone has the full picture.
That feeling is real. And it has a name.
The Advisory Gap
The Advisory Gap is the space between where your advisory team is and where it needs to be to execute a high-value dental exit. Most dental entrepreneurs have capable advisors. None of them are talking to each other — and none of them specialize in dental practice transitions.
Exit Architecture for Dental Entrepreneurs
Tim McNeely, CFP®, CIMA®, CEPA®, CPFA®, is the founder of LifeStone. He serves high-net-worth dental entrepreneurs with $5M+ practices who want to maximize what they keep from their exit and build a life of significance after dentistry.
Tim's work blends wealth management, exit planning, advanced tax strategy, and identity alignment. He doesn't just manage money — he architects lives, businesses, and legacies.
More Time. More Money. More Confidence.
That's the promise. If your exit plan doesn't deliver all three, it's not a complete plan.
What Tim McNeely Does
- EBITDA and exit-readiness planning, coordinated with your broker or appraiser on value
- Tax-efficient exit structuring (asset sale vs. stock sale, installment sales, QOZ)
- DSO negotiation strategy and deal structure review
- Cash balance plans and pre-sale retirement strategies
- Estate planning and wealth transfer for dental entrepreneurs
- Identity and life planning for the transition out of dentistry