DENTAL PRACTICE SALE 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.

Beyond the First Offer: How a Texas Dentist Turned Down ‘Good’ for ‘Life-Changing’
Dr. L stood at a familiar crossroads for many dental practice owners – knowing it was time for a transition, but facing offers from different buyers that were not up to par.

From Managing Staff to Managing Wealth: A Dental Transition Success Story
For Dr. P, a second-generation dentist with decades of ownership experience, the complexity of managing his seven-figure practice had become overwhelming.

Preserving Years of Hard Work: How a DFW Dentist Found the Perfect Next Chapter
When Dr. G approached Practice Transitions Group about selling her Dallas-Fort Worth area practice, she was ready to make a change.

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.

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 partner to unlock the full potential of her practice. Having witnessed her father’s missed opportunities in a previous dental practice sale without representation, she was driven to make informed decisions and refused to leave money on the table. Challenge Dr. […]

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 up-and-coming neighborhood. Dr. N’s practice flourished for years in the area, which primarily served Medicaid patients. He was motivated to sell as he reached retirement age. Challenge Dr. N’s practice faced challenges as the area’s demographics evolved with an influx […]

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 Country with a vision of creating a family-focused practice that served patients of all ages. Over a dozen years, their practice grew and they even opened a second location, becoming a pillar in their communities for comprehensive general dentistry. As […]

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 was excited to advise a longstanding practice, situated in a thriving suburb of Austin with a strong and loyal patient base. However, there were intense challenges that lie ahead. Along with the Practice Transitions Group (PTG) team, Thomas was excited about […]

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 retirement in sight, he looked around and saw a legacy — he loved his staff, the doctors he had brought in, and the patients he served. Dr. B grew from being a solo practitioner into a true entrepreneur; over time, he […]

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 it came time to renew the lease on her practice space, she reached out to Practice Real Estate Group, founded by Thomas Allen, and PRG negotiated an entirely remodeled office. Dr. W finally made the practice hers and the experience […]