Practice Transitions Group Case Studies

Stories of Actual PTG Clients

Read through deal challenges, successes, and lessons learned from some of our actual client transactions.

Many of our clients have offered to share their experiences. We're happy to connect you with practice owners who have recently completed transitions as you evaluate your advisory options.

"My Injectors Are Everything - I Couldn't Partner with Someone Who Didn't Get That": How PTG Protected This Owner's Priorities

“My Injectors Are Everything. I Couldn’t Partner with Someone Who Didn’t Get That”: How PTG Protected This Owner’s Priorities

What she really wanted was the flexibility to step back from the business in three years to focus on her growing family.

The Challenge: Competing Offers with Hidden Assumptions

“I Had Two Offers, But When I Really Looked at the Numbers, Something Didn’t Add Up”: How PTG Helped This MedSpa Owner Maximize Her Financial Outcome

Dr. N built a successful multi-location MedSpa in California and Colorado. After working with another advisor, she negotiated offers from two different groups. But when she looked at the financial projections, something felt off.

Dr. C built a successful endodontic practice for over 30 years in rural Virginia.

“My Specialty Practice Was Too Small For DSOs But Too Valuable To Close”: How a Rural Endodontist Avoided Walking Away Empty-Handed

Dr. C built a successful endodontic practice for over 30 years in rural Virginia. Her practice generated solid revenue through disciplined operations and low overhead, but when it came time to transition out, she faced what many would consider an impossible sale.

The couple had built a practice generating a substantial seven-figure income while maintaining an excellent work-life balance.

“We Just Ran It Well” – How Operational Discipline Created a Life-Changing Exit

When Dr. A and her husband, Mr. A, filled out Practice Transitions Group’s (PTG) online calculator, they entered what appeared to be standard revenue figures for their practice.

Dr. S, an experienced ER physician, and Mrs. S had built a thriving MedSpa in a secondary market for over 20 years. As true pioneers in the aesthetics industry, they established themselves as respected providers of advanced laser treatments, hormone therapies, and cutting-edge skincare solutions.

From “Can’t Be Done” to “Dream Deal”: How A MedSpa Owner Got $2M More at Closing

Dr. S, an experienced ER physician, and Mrs. S had built a thriving MedSpa in a secondary market for over 20 years.

Dr. L stood at a familiar crossroads for many dental practice owners – knowing it was time for a transition, but facing offers from different buyers that were not up to par.

Beyond the First Offer: How a Texas Dentist Turned Down ‘Good’ for ‘Life-Changing’

Dr. L stood at a familiar crossroads for many dental practice owners – knowing it was time for a transition, but facing offers from different buyers that were not up to par.

From Clinical Excellence to Corporate Leadership: A MedSpa Transition Success Story

She Built a MedSpa, Then Designed Her Dream Exit

For Dr. M, a highly-respected injector in Central Texas, running a successful medspa wasn’t just about clinical excellence – it was about creating an exceptional patient experience.

Maximizing Value: How PTG Successfully Sold a Pioneering Hybrid Healthcare Practice

Is Your Practice Too Unique to Sell? This Physician Thought So Too.

When Dr. F, an entrepreneurial healthcare provider contacted Practice Transitions Group (PTG), he was ready for his next chapter.

A legacy staff with above-market compensation

From Managing Staff to Managing Wealth: A Dental Transition Success Story

For Dr. P, a second-generation dentist with decades of ownership experience, the complexity of managing his seven-figure practice had become overwhelming.

When Dr. G approached Practice Transitions Group about selling her Dallas-Fort Worth area practice, she was ready to make a change.

Preserving Years of Hard Work: How a DFW Dentist Found the Perfect Next Chapter

When Dr. G approached Practice Transitions Group about selling her Dallas-Fort Worth area practice, she was ready to make a change.