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.

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When a well-known Austin-area neurology group approached Practice Transitions Group (PTG), they told a familiar story: successful physicians wanting to simplify their professional lives while maximizing the value of their life's work.

Complex Neurology Practice Sale: Navigating Multi-Owner Transitions

When a well-known Austin-area neurology group approached Practice Transitions Group (PTG), they told a familiar story: successful physicians wanting to simplify their professional lives while maximizing the value of their life’s work.

A Well-Known Plastic Surgeon Looking to Sell Her MedSpas

From Overwhelmed to Optimized: How Dr. A Sold Her MedSpas

“I wanted to simplify my life, but I didn’t want to compromise the brand I’d worked so hard to build,” Dr. A explained. “When I decided to sell my MedSpas, I knew I needed help to stay focused on my brand and business.”

Dr. S, an ER doctor turned MedSpa founder, successfully started and managed her MedSpa business in Florida for 17 years. Known for her passion as an aesthetics trainer, Dr. S held herself and her team to the highest standards and provided significant support.

PTG finds Med Spa Partners to Unlock Dreams for Power Couple

They had already received several unsolicited offers from private equity-backed med spa partners and believed they could manage the process themselves.

The founders and owners of AL MedSpa built a thriving business just outside of a major Texas city, offering a range of popular services that attracted a loyal customer base.

Selling a Spa: When Employee Retention Threatens the Deal

The founders and owners of AL MedSpa built a thriving business just outside of a major Texas city, offering a range of popular services that attracted a loyal customer base. Their success caught the eye of a potential buyer. Like many in their industry, the founders and owners had yet to consider selling a spa – they were too busy growing it.  

Dr. M and Dr. G were partners at a two-location general dentistry practice in Charleston, West Virginia. https://unsplash.com/photos/man-in-white-dress-shirt-holding-black-pen--m-4tYmtLlI?utm_content=creditShareLink&utm_medium=referral&utm_source=unsplash

Texas-Based Dental Practice Transition Consultants Negotiate First DPO Transaction in West Virginia

Dr. M and Dr. G were partners at a two-location general dentistry practice in Charleston, West Virginia. Charleston’s small-town feel and a population of fewer than 75,000 people, meant that the practice relied heavily on referrals as its primary source of new patients.

Dr. D was a seasoned dentist with a steady revenue but wanted a strategic partner to unlock the full potential of her practice. Having witnessed her father's missed opportunities in a previous dental practice sale without representation, she was driven to make informed decisions and refused to leave money on the table. https://unsplash.com/photos/a-man-getting-his-teeth-checked-by-a-dentist-zgYz8rCV6Aw?utm_content=creditShareLink&utm_medium=referral&utm_source=unsplash

How Dr. D Maximized Practice Value with Expert Guidance from Practice Transitions Group

Introduction Dr. D was a seasoned dentist with a steady revenue but wanted a strategic partner to unlock the full potential of her practice. Having witnessed her father’s missed opportunities in a previous dental practice sale without representation, she was driven to make informed decisions and refused to leave money on the table. Challenge Dr. […]

Dr. N, an experienced dentist, decided to sell his long-standing dental practice in an up-and-coming neighborhood.

Dentistry Legacy: Overcoming Challenges in Practice Sale and Crafting a Tailored Solution for Transition

Introduction Dr. N, an experienced dentist, decided to sell his long-standing dental practice in an up-and-coming neighborhood. Dr. N’s practice flourished for years in the area, which primarily served Medicaid patients. He was motivated to sell as he reached retirement age. Challenge Dr. N’s practice faced challenges as the area’s demographics evolved with an influx […]

Modern medspa interior that would fetch a high valuation

Practice Transitions Group Facilitates Transformative Partnership for MedSpa Owner, Securing Advisory Role and Future Influence

Introduction Ms. O, a PA-C and owner of a thriving medical spa, caught the attention of Practice Transitions Group (PTG) when their paths crossed at an industry conference.  After noticing Ms. O’s unique business approach and determination for success, PTG suggested they connect one-on-one after the conference. Ms. O accepted the personal invitation for cocktails […]

As expected, Dr. N’s responsibilities grew when he became a two-practice owner, but the routine stressors of business operations were magnified by the COVID-19 pandemic.

Seamless Practice Transition: PTG’s Strategic Expertise Eases Dr. N’s Journey to a Stress-Free Sale

Introduction Dr. N successfully established his medical practice by investing time and effort in a start-up model, all while holding a full-time position at another doctor’s office. But, due to a non-compete agreement, he couldn’t offer certain medical services at his new practice. Facing unexpected challenges in a competitive local landscape, Dr. N decided to […]

Are you considering a sale or partnership with your MedSpa? 

Unlocking Success: Practice Transitions Group Guides Dr. R and Dr. K to Unprecedented Heights in Dental Practice Sale, Paving the Way for a Life-Changing Transition

Introduction Dr. R and Dr. K co-founded a general dentistry practice in the Texas Hill Country with a vision of creating a family-focused practice that served patients of all ages. Over a dozen years, their practice grew and they even opened a second location, becoming a pillar in their communities for comprehensive general dentistry. As […]