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.
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 […]
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 […]
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.
Retiring dentist sells practice within 3.5 months for higher-than-expected price
Dr. Y’s original offer of $1.2MM. The quick turnaround and higher sale price exceeded Dr. Y’s expectations and allowed him to gracefully exit from the practice.
Highly Successful Dentist Transitions from Practice After Life-Changing Injury
Introduction Doctor X had a large, sophisticated dental practice that performed high-end and specialized dental procedures on a fee-for-service basis. Her well-established practice was located in an affluent part of Austin and consisted of two associate dentists and several hygienists. Nationally, Dr. X was considered a leader in her field and was a widely sought-after […]
Young Successful Dentist Sells Business and Retires Early to Montana
Introduction We first met Dr. B while he was running his first dental practice in Austin. A West Point graduate, Dr. B was a hard-working doctor who had built his practice from the ground up. Over the next seven years, that single practice grew to include nine locations. During that time, Practice Real Estate Group […]
Dentist Gets to Keep Practicing and Gain Retirement Financial Security Too
Introduction Dr. T. and his wife operated a dental practice in San Antonio, TX. He was the dentist and his wife served as the office manager. As he approached his mid-60s, he considered the path towards his retirement. Although he still had a few years left in his career, he wanted to create an exit […]
Dentist Achieves Work-Life Balance and Improves His Financial Standing
Introduction Dr. S. is an excellent dentist in his mid-40s who has a thriving practice doing $1.5MM in revenue and growing. He loved the clinical work, but he was tired of the hassle of running a practice while also trying to spend time with his family. He wanted to get out of the day-to-day aspects […]
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