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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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 […]

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 […]