Lauren Wheeler

Healthcare M&A Advisor - Sell Side

Lauren Wheeler, a native of Abilene, TX, is a nearly 20-year veteran in the financial services industry. Before joining Practice Transitions Group, she served middle-market companies in North and East Texas as a commercial banker. After receiving her MBA in Corporate Finance and Investments from TCU, Lauren began her financial services career with Wells Fargo’s Commercial Banking Group. Most recently, she served on the leadership team of a regional bank and was instrumental in that bank’s growth from $200MM in assets to $2Bn before it successfully sold to a larger institution.  Before TCU, Lauren received her undergraduate degree from the University of Texas at Austin. 

During her banking career, Lauren guided business owners toward optimal financial decisions for their businesses. Now, she’s excited to advise physicians as they achieve their financial goals through practice sales and partnership. Lauren is a wife and mom to two young children. 

Lauren_Wheeler-Edit

Case Studies

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.

Full Text

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.  

Full Text

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.

Full Text

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 […]

Full Text

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 […]

Full Text

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 […]

Full Text

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 […]

Full Text

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 […]

Full Text

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 […]

Full Text

Strategic Practice Transition: Maximizing Value and Efficiency in a Competitive Market

Introduction:  Dr. L, an accomplished dentist, owned and practiced in a thriving clinic in a […]

Full Text

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 […]

Full Text

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 […]

Full Text

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 […]

Full Text

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. 

Full Text

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 […]

Full Text

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 […]

Full Text

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. 

Full Text

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 […]

Full Text

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.

Full Text

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.

Full Text