When Dr. Alice Bui founded Wonderland Pediatric Dentistry, she built it from the ground up – growing from zero patients to thousands through dedication and exceptional care. But as the demands of family life and practice ownership intensified, she began considering her transition options.
Finding the Right Advisor
While exploring transition possibilities, Dr. Bui received marketing materials from Practice Transitions Group (PTG). During her initial consultation, PTG's detailed financial analysis revealed something significant: her practice was performing well above market averages, suggesting potential for an exceptional valuation.
This differed notably from two other consultants' assessments. PTG's thorough analysis, backed by deep industry experience and market knowledge, indicated Dr. Bui's practice could command a substantially higher value.
Maximizing Practice Value
After selecting PTG as her transition partner, a comprehensive marketing process began. Through targeted outreach to strategic buyers, including a pediatric-focused DSO looking to expand in Texas, multiple competitive offers emerged within months.
The winning acquirer offered several key advantages:
- Strong cultural alignment
- Expertise in pediatric dentistry
- Established professional connections
- Compelling financial terms
Exceptional Outcomes
The final negotiated price exceeded even optimistic projections – more than doubling the initial estimates Dr. Bui received from other advisors. Equally important, the transaction structure allowed her to maintain clinical focus while achieving better work-life balance.
In Dr. Bui's Words
"Without working with PTG, I would have lost a lot of money. The final number exceeded all expectations. After the sale, I'm able to spend more time with my family and work at a normal pace. I feel like my mind's not going 1,000 miles per hour, and I'm very happy with this decision."
Key Takeaways
This success story highlights several crucial elements of an optimal practice transition:
- Thorough financial analysis to understand true practice value
- Comprehensive marketing to generate multiple competitive offers
- Focus on both financial and personal objectives
- Expert guidance through complex negotiations
Considering your own practice transition? Contact us to discuss how we can help you achieve your goals while protecting your legacy.