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 Partner Wanted Out. I Wanted to Grow. We Both Got What We Needed.” How PTG Structured a Miami MedSpa Sale That Worked for Two Partners With Different Goals
Dr. Lewis and Dr. James started as friends before they became business partners. They opened their first MedSpa location in Miami, building a brand that attracted an affluent clientele in one of the city’s most competitive aesthetic markets. A few years later, they added a second location.
Two Partners Building in Different States: How PTG Sold Their Five-Location Group for 32% Above Market
Dr. M gained the flexibility to focus entirely on his Houston expansion. The Connecticut practices were in capable hands, and he had successfully monetized years of partnership value without disrupting his current business development.
‘I Want to Get out Before I Lose My Eyesight’: How This Plastic Surgery Practice Owner Secured Her Practice’s Future Without Losing Control
See how Dr. G secured her plastic surgery practice’s future through a strategic partnership while exceeding financial expectations. Learn about succession planning for aesthetic practices.
‘I Just Wanted to Be Fishing More and Working Less’: Rural Doctor’s $2M All-Cash Deal
The practice had multiple revenue streams, including patient care and nursing home contracts. Dr. A needed clarity on which elements would transfer to a buyer and how to position the practice to maximize value in the current market.
“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.
“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.
“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.
“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.
