Setting the Stage: Preparing Your Dental Practice for Sale

Preparing your dental practice for sale is a process that takes 12–36 months to do right — and most owners start too late. In this episode, Tim McNeely walks through the specific steps that position a practice for maximum value before it ever goes to market. What you'll hear: The financial and operational benchmarks buyers use to evaluate your practice How to clean up your books, reduce owner-dependence, and document your systems Why preparing your dental practice for sale also makes it more profitable to run The timeline most owners underestimate — and how to work backward from your target exit date If you're serious about a high-value exit, preparation is the highest-leverage investment you can make right now. 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.