What you receive
- Goals, fit, and readiness assessment
- Compensation, milestone, valuation, and ownership framework
- Implementation coordination with each party's advisors
Build a Clear Path From Associateship to Ownership
PTI helps practice owners and associates align expectations, test fit, establish a valuation method, and coordinate the business terms of a potential buy-in.
Your Path to Practice Ownership
Whether you're an associate considering a buy-in or a practice owner planning succession, the path should define responsibilities, compensation, timing, valuation, and what happens if either party changes course.
PTI helps both parties clarify the business terms, then coordinates with each party's attorney, CPA, and lender as the arrangement is documented and financed.
Our Associateship Process
Creating structured buy-in opportunities with clear expectations
Needs Assessment
We compare the practice's needs with the associate's clinical, financial, leadership, and ownership goals.
Business-Term Framework
We help define responsibilities, compensation, decision rights, milestones, and exit scenarios for each party's attorney to document.
Buy-In Strategy
We establish the planned timing, valuation method, ownership percentage, and financing questions that need to be resolved.
Implementation Support
We coordinate the business workstreams and help both dentists prepare for new roles, communication, and governance.
Associateship Benefits
Whether you're an associate exploring ownership or a practice owner planning for the future, a well-structured associate-to-buy-in path benefits both sides of the equation.
For Associates
Reduced Risk
Test compatibility with the practice before committing to ownership.
Clear Path to Ownership
Structured timeline and terms for transition from associate to co-owner.
Mentorship & Growth
Learn from established practitioners while building your clinical and business skills.
Established Patient Base
Join an existing practice with an established reputation and patient flow.
For Practice Owners
Succession Planning
Create a gradual transition plan that preserves your legacy and practice value.
Capacity and Continuity
An associate may expand clinical capacity and create a planned path for patient and team continuity.
Work-Life Balance
Reduce your clinical hours while maintaining practice oversight and income.
Phased Retirement
Create a structured path to gradually reduce your involvement while ensuring practice continuity.
What to expect from an engagement
Clear scope, clear responsibilities, and no surprises about how the work is structured.
Timeline and communication
Associateship and buy-in timing depends on readiness, performance milestones, financing, and the parties' goals. PTI documents the proposed phases and review points rather than applying a fixed timeline.
Your written engagement identifies the PTI lead, milestones, and how progress and decisions will be communicated.
Roles, fees, and outside advice
Before work begins, PTI explains its role, who it represents, potential conflicts, the scope of work, and fees in writing.
PTI can coordinate with your attorney, CPA, and lender. Legal, tax, and lending advice remains with those licensed professionals.
What Our Clients Say
A buyer review presented as recorded in PTI's review library
Michael has made this such a smooth process for me. He knew my inexperience, but still guided and protected my decision making. I felt that everything was fairly and graciously handled. I am so grateful for his guidance. I am happy I was able to buy my first practice with Michael.
Justus Williams
Practice Buyer
Ready to Discuss Your Associateship or Buy-In?
Start with a confidential conversation about the practice, the people involved, and the ownership path being considered.
Discuss an Associateship or Buy-In