Lauren Wheeler Joins Practice Transitions Group

Practice Transitions Group is excited to announce that Lauren Wheeler has joined the company as a Sell Side Healthcare M&A Advisor. “I couldn’t be more excited that Lauren made the jump over here,” said Thomas Allen, CEO and Founder of Practice Transitions Group (PTG). “We are fortunate to be growing our M&A business at a …

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When You Need a Certified Valuation

As you begin to explore selling your practice, you may have heard that you need a certified valuation.  You may have also heard the term appraisal, broker’s opinion of value, or valuation.   If you’re a doctor interested in buying or selling a practice and believe that you need a certified valuation from a CPA, read …

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What do Practice Brokers Do for Practice Transitions?  

The Definition A dental practice broker underwrites, markets, and negotiates the sale of a dental practice or dental practices. At Practice Transitions Group, the dental practice broker is just one part of a larger team. The client also has access to a: CPA In House Attorney Former Dental Practice Manager Underwriting lead These financial experts …

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Seller’s Discretionary Earnings

Seller’s Discretionary Earnings or (SDE) comes up when doctors and dentists are thinking about selling their practice to a new owner. Here are the most common questions we get asked about the topic. What are seller’s discretionary earnings? / What is SDE? Seller’s Discretionary Earnings are what a doctor could take home or pay themselves …

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Add Backs (and Why It’s Worth Cleaning up Your Books Before Selling a Dental Practice)

What is an add back? As you may know from talking to a dental practice broker or this article on SDE, an “add back” is a defensible, discretionary business expense that isn’t necessary for running a dental or medical practice day-to-day.  For example, dental exam tools and the cost of rent are absolutely necessary for …

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A Dental Practice Valuation That Grew Despite the Coronavirus Pandemic

Crown Dental was founded by Dr. Emily Lee in 2005. She worked relentlessly to make it one of Houston’s most well-known offices. After years of hard work, the practice had grown to nine locations, and Dr. Lee realized she wanted to take Crown Dental to the next level and provide more services to her patients. …

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