99 Pitfalls to Avoid Before Buying A Dental Practice with Fazel Mostashari

Dental practice acquisition requires meticulous due diligence—and avoiding critical pitfalls is essential to protecting your investment and future wealth. In this episode, Tim McNeely sits down with Fazel Mostashari, Dental CPA, to break down the 99 most common mistakes dentists make when buying a dental practice. Why This Matters for Dental Buyers: Understand the financial red flags that cost dentists hundreds of thousands in post-purchase surprises Learn what lenders and DSOs scrutinize before approving acquisition deals Discover the tax implications and entity structure decisions that impact your bottom line Get clarity on seller financing, contingencies, and legal protections Key Topics Covered: Fazel walks through the acquisition process from offer to closing, highlighting the operational, financial, and legal considerations most dentists overlook. Whether you're buying from a retiring dentist or negotiating with a DSO, this conversation equips you with the knowledge to avoid costly missteps and structure a deal that positions you for long-term wealth building. Who Should Listen: Dentists evaluating practice acquisition opportunities, associates preparing to buy in, and practice owners considering their exit strategy will find actionable insights here. Tim and Fazel address the specific challenges dental entrepreneurs face when scaling through acquisition—from valuation multiples to working capital management to practice culture integration. Learn more and connect with Tim at timmcneely.com Connect with Tim McNeely: Website: https://timmcneely.com Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment Book an Exploratory Call: https://timmcneely.com/contact Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a LifeStone for dental entrepreneurs.   The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly. Connect with Tim McNeely: Website: https://timmcneely.com Take the Advisory Gap Assessment: https://timmcneely.com/exit-assessment Book an Exploratory Call: https://timmcneely.com/contact Tim McNeely, CFP® CIMA® CEPA® CPFA®, is a wealth advisor and exit strategist serving dental entrepreneurs with $5M–$25M practices. He specializes in exit architecture — coordinating tax strategy, deal structuring, estate planning, and advisory team alignment around the largest financial event of a dentist's career. He operates LifeStone, a Virtual Family Office for dental entrepreneurs.   The Dental Wealth Nation Show is produced by LifeStone. New episodes weekly.