McGill and Lyon Dental Advisors

McGill and Lyon Dental Advisors Contact us today to schedule a consultation with our team.

McGill and Lyon Dental Advisors are trusted by dental professionals to help grow wealth, reduce taxes, navigate transitions, and manage practices with customized financial and legal planning. We are a group of independently owned companies working seamlessly to enable you to achieve your financial goals faster. You'll receive the highly-skilled guidance it takes to move your dental practice step-b

y-step through tax and business planning, transitions, legal, accounting, retirement plan, and investment management services. We can do this because all of our services are under one roof, eliminating the hassle and conflict that often comes with using multiple outside advisors. Our customized approach allows you to work with us through a single service or with our complete team of advisors.

ENJOY WINTER YOUR WAY❄️☀️Whether your perfect winter getaway means soaking up the sun in St. Thomas or embracing the sno...
08/28/2026

ENJOY WINTER YOUR WAY❄️☀️

Whether your perfect winter getaway means soaking up the sun in St. Thomas or embracing the snow in Vail, we have a seminar designed to make the most of it!

Join fellow dental practice owners for high-value continuing education, top industry speakers, meaningful connections, and an incredible destination experience.

🌴 St. Thomas | January 25–29, 2027
Roadmap to Financial Freedom Series: The 5 Financial Stages Every Dentist Must Master

🏔️ Vail | February 25–26, 2027
Any Age, Any Stage Course: Top Tax, Business, and Financial Strategies for Practice Owners

Two exclusive seminars. Two incredible destinations. One unforgettable winter.

Spots are limited and room blocks are filling quickly. Start planning your winter getaway now!

✨ McGill & Lyon members receive 10% off registration!

08/21/2026

Over 40 years, we’ve seen a LOT of transition mistakes, but there are 5 that stick out the most. Listen to today’s episode of Drilling It Down to hear what they are so you can ensure you don’t make them!

NEW RETIREMENT SEMINAR NOW OPEN!The final years of practice come with some of the biggest financial decisions of your ca...
08/13/2026

NEW RETIREMENT SEMINAR NOW OPEN!

The final years of practice come with some of the biggest financial decisions of your career. Are you prepared to make them with confidence?

Join us in Boston next summer for our Planning for Retirement Seminar, designed specifically for doctors approaching retirement.

📍 Boston, MA
📅 June 11-12, 2027
🏨 Omni Parker House Hotel
🎓 11 CE Hours
💰 Discounted Room Rates
🤝 Networking Reception
💬 Follow-Up Consultations

Plan your transition. Protect your wealth. Retire with confidence. Register today at mcgillandlyon.com/boston

Combine world-class education with an unforgettable Caribbean escape 🌴Join us in beautiful St. Thomas for The Roadmap t...
07/31/2026

Combine world-class education with an unforgettable Caribbean escape 🌴

Join us in beautiful St. Thomas for The Roadmap to Financial Freedom, a five-day masterclass designed to help dentists build wealth, maximize practice value, and plan for a successful financial future.

Enjoy morning education sessions with industry experts and spend your afternoons experiencing the beaches, views, and relaxation that make St. Thomas unforgettable.

📅 January 25-29, 2027
🏨The Ritz-Carlton Resort
🎓Up to 20 hours of CE

Limited seats and hotel availability. Reserve your spot today at mcgillandlyon.com/stthomas

07/27/2026

A look back at a few unforgettable days in Napa🍷✨ Our Napa seminar brought together dental professionals from across the country for two days of actionable strategies and valuable insights focused on building stronger practices and achieving long-term success.

Thank you to everyone who joined! We’re so grateful we can foster a community of dentists committed to growth and excellence!

This month marks 40 YEARS of The McGill & Lyon Dental Advisory🥳 To celebrate, we just released a public episode of Drill...
07/10/2026

This month marks 40 YEARS of The McGill & Lyon Dental Advisory🥳 To celebrate, we just released a public episode of Drilling It Down, our podcast typically reserved for members! Listen now wherever you get your podcasts🎙️

It's with immense gratitude for our members we celebrate this milestone, as we wouldn't have made it 40 years without you! Thank you - whether you've been around since the beginning, or you just subscribed yesterday. Cheers to 40 years! 🥂

Another SOLD OUT seminar in Chicago this past weekend! Thank you to our attendees who joined us from all over the countr...
06/08/2026

Another SOLD OUT seminar in Chicago this past weekend! Thank you to our attendees who joined us from all over the country 🤗

If you missed us this time, join us in Napa, CA or Charleston, SC later this summer for one of our Any Age, Any Stage 2-Day seminars! Register at mcgillandlyon.com/seminars

05/22/2026

A new season of NextGenDDS starts NOW! Scott and Mario are covering all things debt on this season, starting with good debt vs. bad debt

Listen NOW wherever you get your podcasts😎

05/21/2026

This is the WORST thing for your front desk staff to ask prospective patients when they pick up the phone‼️ And chances are, your front desk is probably asking it….

Wes and Tyler discuss this and the 11 other things that are killing conversion in your dental practice on today’s episode of Drilling it Down. Listen wherever you get your podcasts🎙️

Address

8816 Red Oak Boulevard Suite 240
Charlotte, NC
28217

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+17044249780

Website

Alerts

Be the first to know and let us send you an email when McGill and Lyon Dental Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category