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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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.

The Practice Transitions Group team located an older dentist from out of state who possessed the specialized skills required to follow on with Dr. X’s work.

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 […]

We received bids from 5 buyers on the practices ranging from $6MM to $10MM.

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 […]

Smiling senior doctor shaking hands to his patient while they sitting at the table at office

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 […]