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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ltimately, PTG orchestrated a successful sale to a pair of business partners eager to establish their dentistry practice in the booming Austin suburb.

Navigating Valuation Challenges: PTG’s Strategic Approach Leads to Successful Dental Transition in Texas

Introduction When Thomas Allen first met Dr. H through a dental supply representative, he was excited to advise a longstanding practice, situated in a thriving suburb of Austin with a strong and loyal patient base. However, there were intense challenges that lie ahead. Along with the Practice Transitions Group (PTG) team, Thomas was excited about […]

By the spring, Dr. B was under contract with a different DSO that offered him $1 million more than the original offer in cash up front, a payout over the next handful of years that acted like a bonus for continuing a productive practice, and another $1 million in equity.

Retiring Dentist Signs Ideal Contract With DSO and Achieves Financial Freedom

Introduction Dr. B spent over 25 years building and growing his private practice. With retirement in sight, he looked around and saw a legacy — he loved his staff, the doctors he had brought in, and the patients he served. Dr. B grew from being a solo practitioner into a true entrepreneur; over time, he […]

In 2014, Dr. W, a prominent dentist in Austin, acquired a dental practice. When it came time to renew the lease on her practice space, she reached out to Practice Real Estate Group, founded by Thomas Allen, and PRG negotiated an entire remodel office.

Uncovering Stock Valuation Discrepancies Before Dr. W’s Practice Sale

Introduction In 2014, Dr. W, a prominent dentist in Austin, acquired a dental practice. When it came time to renew the lease on her practice space, she reached out to Practice Real Estate Group, founded by Thomas Allen, and PRG negotiated an entirely remodeled office. Dr. W finally made the practice hers and the experience […]

In 2014, Dr. B founded a pediatric dental practice in Cypress, Texas, which quickly earned a reputation as one of the most prestigious offices in the region for children’s dental care.

Built From Scratch: Pediatric Dental Practice Partnership Exceeds Doctor’s Expectations

Introduction In 2014, Dr. B founded a pediatric dental practice in Cypress, Texas, which quickly earned a reputation as one of the most prestigious offices for children’s dental care. Thomas Allen who assisted Dr. B in establishing her practice via Practice Real Estate Group (PRG), understood her dedication to patient care. As Dr. B’s practice […]

From Pandemic Setback to Prosperity: Dr. L’s Practice Transitions Success Story

Dr. L, who emigrated from China, lived the American dream by establishing a thriving dental practice with nine locations in the Houston area. As time went on, she expanded into children’s dentistry and honed her ability to communicate effectively with young patients, extending her services to include braces as a general dentist.

Elevating Value: A Physician’s Journey from Challenge to Success in Practice Transition

Introduction Situated thirty miles from Dallas, Dr. M lives in a rural town and enjoys golf. However, what he values most is seeing patients in his practice. Dr. M has built up a large successful practice over the years, with its own in-house lab. He has also offered several ancillary services in addition to the […]

Dr. J wanted to continue practicing but knew she couldn’t keep up the current pace alone.

Balancing Pediatric Dental Practice Growth: Doctor’s Success Story with Practice Transitions Group

Introduction Dr. J was a high-producing pediatric dentist in the Dallas area who was dedicated to her business and who had grown a strong practice over the years as the only provider in the office. Approach Dr. J called Practice Transitions Group (PTG) to help her find a partner who could manage the business side […]

Successful Practitioner Lists Perio Practice for Sale as COVID-19 Pandemic Hits

Dr. F built a thriving periodontic practice in Central Texas. He enjoyed the work but spent the weekends driving south to care for his aging mother. After another year of six hour road trips, he decided to prepare his perio practice for sale so he could move closer to his family.

Retiring Practice Owner Sells for Over a Million More with PTG in Austin Dental Practice Transition

Introduction Dr. V was a pediatrics and orthodontics dentist in Cedar Park, TX – a small but fast-growing community. Dr. V had been in this location for almost two decades and was beginning to think about retirement. He wanted to be ready when the time came and ensure his staff was taken care of so […]

How to Prepare Before, During, and After Selling a Medical Practice to Private Equity or Corporate Buyers

California Dentist Sells Practice to DSO Despite Covid Setbacks

PTG negotiated a price 8 times the value of Dr. B’s practice. Now, Dr. B is walking into retirement with the cash and equity he needs to live life outside of practice ownership.