Dental Practice Transition Services
Clear guidance for selling, buying, valuing, and structuring ownership
Choose the Path That Fits Your Goals
Your practice is more than a business. It is the result of years of dedication and care. At Practice Transitions Institute, we help you protect that legacy, unlock value, and make confident decisions at every career stage.
Whether you're preparing to sell, evaluating a practice to buy, bringing on a partner, or simply want to understand your practice's worth, our expert team provides step-by-step support tailored to your goals.
PTI provides transition strategy and transaction support, then coordinates with your attorney, CPA, and lender when their licensed expertise is required.
Our Core Services
Select the service that matches the decision in front of you
Opinion of Value
A documented analysis of practice financials, operations, and market context to support planning and negotiations.
Selling a Practice
Confidential preparation, buyer screening, negotiation support, and closing coordination for practice owners.
Selling to a DSO
Independent DSO offer evaluation, valuation baselines, and negotiation support before you sign a letter of intent.
Buying a Practice
Acquisition guidance for evaluating opportunities, testing value, preparing for due diligence, and planning the ownership transition.
Associateships and Buy-Ins
Structured pathways for associates to buy in and transition into ownership roles.
Partnerships
Business-term, valuation, and implementation guidance for dentists considering shared ownership.
What PTI Adds to the Process
Practical support for the financial, operational, and human sides of a transition
Transition-Focused Guidance
Work with a team focused on dental practice sales, acquisitions, valuations, and ownership changes.
A Coordinated Process
Keep decisions, documents, advisors, and deadlines organized while you continue caring for patients.
Better Decision Support
Use valuation, market context, and deal analysis to compare options on more than a headline price.
Clear Roles and Next Steps
Know who is responsible, which decision comes next, and when to involve your attorney, CPA, or lender.
Our Process
Initial Consultation
We begin with a comprehensive discussion of your goals, timeline, and specific needs.
Assessment & Strategy
Our team conducts a thorough evaluation and develops a customized transition plan.
Implementation
We guide you through each step of the process, handling negotiations and paperwork.
Closing and Handoff
We coordinate the final workstreams and help you prepare the team, patients, and new owner for the handoff.
Which Transition Path Fits Your Situation?
Start with a confidential 30-minute call about your goals, timeline, and the decision in front of you.
Schedule a Free 30-Minute Call