Most dentists leave $200K-$500K on the table because they didn't plan. The exit timing, tax structure, and buyer pipeline all depend on decisions you make now.
The dentists who get the best exits understood what was at stake 5 years before the offer came in.
Private equity-backed DSOs contacted 127 practices in your zip code last year. If you don't know your real enterprise value before the call comes in, you're negotiating blind.
Your tax exposure depends on entity structure decisions made years ago. The next 18 months determine how much of your exit sale goes to the IRS versus your retirement.
You've built a $2M-$5M practice. But if it all lives in one illiquid asset that depends on you showing up every day, it's not wealth — it's a high-paying job.
Until you know your real readiness score, you're hearing noise. This scorecard is a diagnostic, not a quiz.
Five dimensions that determine your options at exit:
Tim isn't a vendor selling insurance or annuities. He's an architect. He built the Virtual Family Office model that coordinates your tax strategist, estate attorney, investment advisor, and exit planner — so they actually talk to each other.
Winner of the Nifty Thrifty Award for impact in dental finance. Host of the Dental Exit Guy podcast. Founder at LifeStone Companies. For 25 years, he's worked exclusively with dentist-owners navigating the gap between clinical success and personal wealth.
A CFO, tax strategist, estate attorney, and investment advisor — all aligned to your goals, all accountable to one plan. The way ultra-high-net-worth families have managed wealth for decades. Tim brought it to dentistry.
Recognized for impact and innovation in dental finance
Dental Exit Guy — real conversations with real dentist-owners
The firm behind the VFO model for dental entrepreneurs
Exclusively serving dental practice owners and their families
Start with a free tool. Get real insights. If you want to go deeper, Tim's there.
5 minutes. 10 questions. Get your Exit Readiness Score across five dimensions.
Where you're strong, where you're exposed, and what moves the needle — instantly.
If you want to go deeper, book a free 30-minute call with Tim. No obligation.
Schedule a Conversation →Your call. Use the free tools and walk away, or get Tim's perspective on your specific situation.
Take the scorecard. Five minutes. See where you stand — no credit card, no sales call unless you want one.