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Estate Planning: Don’t Forget Your Pet!
Posted 6/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 15
Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet 1 , you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog, cat, horse...  Read More
Categories: Financial Planning and Investments
The Jameson Files 105: Dental Practice Evolution with Dr. John Jameson
 
Posted 5/31/2019 by Jameson Management and Marketing in The Jameson Files   |  Comments: 0  |   Views: 190
The Jameson Files 105: Dental Practice Evolution with Dr. John Jameson
In this episode of the Jameson Files Carrie Webber discusses the amazing evolution of Dr. John Jameson's practice with him. Dental Practice Evolution with Dr. John Jameson For full details and show notes go to .   Read More
Categories: Financial Planning and Investments, Marketing, Practice Management, HR and Accounting
The Jameson Files 103 - The Importance of Community with Dr. Robles
 
Posted 5/23/2019 by Jameson Management and Marketing in The Jameson Files   |  Comments: 0  |   Views: 29
The Jameson Files 103 - The Importance of Community with Dr. Robles
In this episode of the Jameson Files Carrie Webber discusses the importance of connecting with your community with guest Dr. Loeta Robles from Chico, California.  TJF - 103 - The Importance of Community with Dr. Robles For full details and show notes go to .   Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Three Questions to Answer Before You Purchase Life Insurance
Posted 5/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 12
Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.  But navigating the...  Read More
Categories: Financial Planning and Investments
The Power of Charitable Remainder Trusts
Posted 4/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the...  Read More
Categories: Financial Planning and Investments
#1 Hiring And Negotiating A Lease With Michael Permack
Posted 3/13/2019 by Shift Accounting in The Grow Your Dental Practice Podcast   |  Comments: 0  |   Views: 16
#1 Hiring And Negotiating A Lease With Michael Permack
In this episode of the Grow Your Dental Practice Podcast, host Mohamed Ismail talks with Michael Permack, co-founder and managing partner of Spire Group, a professional consultant and lease negotiator who specialize in the healthcare space about leasing. Whether you’re taking the first steps to...  Read More
Categories: Ethics, Jurisprudence and Malpractice, Financial Planning and Investments, Marketing, Practice Management, HR and Accounting
2018 townie mtg presentation – buying a dental practice-there more to it than price-part II- Buyins\Buyouts\Mergers & Special Situations
Posted 3/4/2019 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 183
2018 townie mtg presentation – buying a dental practice-there more to it than price-part II- Buyins\Buyouts\Mergers & Special Situations
Now that we’ve covered the meat and potatoes of my 2018 Townie meeting presentation lets go over some negotiating tips that will be useful in any purchase transaction you may find yourself dealing with. Let’s talk about the purchase price. While the price may not be the most important aspect of...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
2018 townie mtg presentation – buying a dental practice-there more to it than price-part II- Buyins\Buyouts\Mergers & Special Situations – Part VII
Posted 3/1/2019 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 290
2018 townie mtg presentation – buying a dental practice-there more to it than price-part II- Buyins\Buyouts\Mergers & Special Situations – Part VII
Next up we’ll dive into practice mergers. This is a very exciting topic for me because the practice merger is probably one of the BEST investments an existing practice can make with likely the BEST ROI of all practice growth strategies. That’s my opinion anyway. Now, a “merger” is usually seen in...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
2018 townie mtg presentation – Buying A Dental Practice-There’s More To It Than Price-Part VI- Buyins\Buyouts\Mergers & Special Situations
Posted 3/1/2019 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 181
2018 townie mtg presentation – Buying A Dental Practice-There’s More To It Than Price-Part VI- Buyins\Buyouts\Mergers & Special Situations
In the last blog we talked about the purchase of a “large” practice with multiple doctors and the related issues with those transactions. In this blog we’ll address the “buyin” transaction where the seller isn’t ready to sell 100%, rather they want a buyer who will partner with them by acquiring up...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Buying A Dental Practice: Buyins/Buyouts & Mergers
Posted 3/1/2019 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 175
Buying A Dental Practice: Buyins/Buyouts & Mergers
Next up I’ll talk about the “non-traditional” general dentistry practice and how you need to approach those situations. What do I mean by “a non-traditional general dentistry practice”? I’m referring to general dentistry practices that have developed somewhat of a specialty niche that they focus on...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Elite Wealth Planning—What It Is and Why It Matters
Posted 3/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 30
Elite Wealth Planning—What It Is and Why It Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.  With that in mind, here’s a closer look at just what elite wealth planning is—how it works and how it can...  Read More
Categories: Financial Planning and Investments
Sudden Wealth: What Should You Do If You Strike It Rich?
Posted 2/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 8
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?  Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include:  ·   Receiving a substantial inheritance  ·   Getting a major settlement in a divorce...  Read More
Categories: Financial Planning and Investments
Qualified Opportunity Funds
Posted 1/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 10
Qualified Opportunity Funds
The latest way to do well by doing good Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among investors. Now there’s a new type of impact...  Read More
Categories: Financial Planning and Investments
Here’s Why You Need a ‘Business Plan’ for Your Family
Posted 12/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
Here’s Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.  Your family may not be a business, but...  Read More
Categories: Financial Planning and Investments
The Value of Multigenerational Family Meetings
Posted 11/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.  The fact is, family wealth—how it’s...  Read More
Categories: Financial Planning and Investments
The Importance of Personal Umbrella Policies
Posted 10/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 12
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?  How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of...  Read More
Categories: Financial Planning and Investments
Do Landlords Give Concessions on Renewals?
Posted 9/25/2018 by CARR - Healthcare Realty Experts in Dental Real Estate   |  Comments: 0  |   Views: 161
Do Landlords Give Concessions on Renewals?
In working with thousands of healthcare professionals on lease renewals, one of the most common statements we hear is: “My landlord told me they don’t give lease renewal concessions” or “I’ve never gotten any concessions on a renewal from my landlord in the past”. From a landlord’s perspective, the...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Buying a Dental Practice, There’s More To It Than Price-Part V: Buyins/Buyouts/Mergers & Special Situations
Posted 9/7/2018 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 60
Buying a Dental Practice, There’s More To It Than Price-Part V: Buyins/Buyouts/Mergers & Special Situations
My past blog talked about non-traditional GP practices and how you should approach them, this blog will talk about the “large practice” GP practices and the various ways you’ll need to deal with them. What do I mean by “large practice”?  The “large practice” is one which usually requires at least...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
A Common Sense Guide to Heart Health
Posted 9/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 16
A Common Sense Guide to Heart Health
It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen?  Few would argue that, to live...  Read More
Categories: Financial Planning and Investments
Insightful Questions That Can Ramp Up Your Success
Posted 8/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 7
Insightful Questions That Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that...  Read More
Categories: Financial Planning and Investments
Buying a Dental Practice, There’s More To It Than Price-Part III: Buyins/Buyouts/Mergers & Special Situations
Posted 7/11/2018 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 61
Buying a Dental Practice, There’s More To It Than Price-Part III: Buyins/Buyouts/Mergers & Special Situations
Recap from Townie 2018 Presentation Blog #2 talked about those “special” situation practices like the fixer-upper, the recent start-up, the refurbished practice and the vacant space practice. I wanted to share two actual case studies with you, one with the recent start-up and the other with the...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Smart Ways to Take Control of a Trust
Posted 7/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 7
Smart Ways to Take Control of a Trust
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago.  Trouble is, too many families relinquish more control...  Read More
Categories: Financial Planning and Investments
What to Do When Your Doctor Has Bad News
Posted 6/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 15
What to Do When Your Doctor Has Bad News
It’s what no one ever wants to hear: “The test results have come back positive.”  And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:  • Wish and...  Read More
Categories: Financial Planning and Investments
Buying a Dental Practice: There’s More to it Than Price-Part II- Buyins/Buyouts/Mergers & Special Situations
Posted 5/7/2018 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 83
Buying a Dental Practice: There’s More to it Than Price-Part II- Buyins/Buyouts/Mergers & Special Situations
So my 2014 townie presentation covered the buying process of the typical general dentistry practice, however, what if it’s NOT the typical general dentistry practice? What about the practice that someone started 3-5 years ago that never quite blossomed (the recent start-up)? What about the practice...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
Buying a Dental Practice: There’s More to it Than Price-Part II- Buyins\Buyouts\Mergers & Special Situations
Posted 5/4/2018 by Tim Lott, CPA, CVA in Tim Lott-Your Trusted Dental CPA   |  Comments: 0  |   Views: 56
Buying a Dental Practice: There’s More to it Than Price-Part II- Buyins\Buyouts\Mergers & Special Situations
I had the honor of being invited to lecture at the 2018 townie mtg in mid-April in Orlando FL. This was the 4th time they’ve asked me to lecture, and I decided to dive a little deeper into unique situations as it relates to buying a dental practice. My 2014 lecture was an overview of the process,...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting, Practice Transitions
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