Most dentists spend decades perfecting clinical outcomes — then realize their biggest asset has no exit plan, no tax strategy, and no life after the chair. That changes here.
You've heard the pitch from every DSO, every broker, every advisor. Here's what they're not saying.
Private equity-backed DSOs are making aggressive offers to practices like yours. Some are fair. Many aren't. Without knowing your practice's true enterprise value, you're negotiating blind.
You know you'll leave the chair someday. But "someday" isn't a plan. Every year without an exit architecture costs you — in tax exposure, in leverage, in options that quietly expire.
Your net worth is concentrated in one illiquid asset that depends on you showing up every day. That's not wealth — that's a high-paying job with no safety net.
Not a lead form disguised as a quiz. A real assessment of where you stand — and what to do about it.
Answer 10 questions about your practice, your personal finances, and your timeline. Get a clear score across the dimensions that actually matter for a dental exit.
For over 25 years, Tim has worked exclusively with dental practice owners navigating the intersection of clinical success and personal wealth. Not selling products. Not pushing annuities. Architecting outcomes.
Through LifeStone Companies, Tim built the Virtual Family Office (VFO) model for dentists — a coordinated team of specialists (tax, legal, investments, insurance, exit planning) that works together instead of in silos.
Imagine having a CFO, tax strategist, estate attorney, and investment advisor — all talking to each other, all aligned to your goals, all accountable to one plan. That's the VFO. It's the way ultra-high-net-worth families have managed wealth for decades. Tim brought it to dentistry.
Recognized by the dental community for impact and innovation
Dental Wealth Nation podcast — real conversations with real dentist-owners
The firm behind the VFO model built specifically 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 the five dimensions that matter most.
→See where you're strong, where you're exposed, and what moves the needle — instantly, with no strings attached.
→If you want to go deeper, book a free 30-minute call with Tim. No sales pitch — just a candid look at your situation.
Your call. Use the free tools and walk away, or get Tim's eyes on your specific situation. Either way, you'll know more than you did yesterday.
"I thought I had an exit plan. Turns out I had a wish list. The scorecard showed me the three things I was ignoring — and one of them would have cost me $800K in taxes."
"Tim doesn't sell you anything. He just shows you what's real. After 20 years in practice, that's the most valuable thing anyone has done for my financial future."
"The VFO model finally got my CPA, my attorney, and my financial advisor talking to each other. I didn't even know that was an option."
"I was six months from signing a DSO letter of intent. Tim's second opinion saved me from leaving seven figures on the table."
Take the free Exit Readiness Scorecard. See where you stand. Decide what happens next — on your terms.