What you receive
- Partner goals, roles, and fit assessment
- Valuation, ownership, compensation, and governance framework
- Business-term summary and implementation coordination for outside advisors
Structure a Dental Partnership With Clear Expectations
PTI helps dentists evaluate fit, value the ownership interests, define business terms, and prepare each party's attorney to document the arrangement.
Plan the Relationship, Not Just the Ownership Percentage
A partnership changes compensation, control, risk, workload, and the path to a future exit. Those expectations should be discussed before ownership changes.
PTI helps the prospective partners pressure-test the business arrangement, establish a valuation framework, and coordinate with independent legal and tax advisors.
Our Partnership Process
Creating sustainable partnerships built on transparency and equity
Initial Assessment
We review practice metrics, each dentist's goals, proposed roles, and known points of tension to assess fit.
Valuation and Structure
We develop a valuation planning range and compare ownership, compensation, governance, and future buy-sell options.
Attorney Coordination
We organize the agreed business terms for each party's attorney to review and document. PTI does not draft legal agreements.
Implementation
We coordinate the transition workstreams and help the partners establish decision, communication, and review rhythms.
Potential Benefits to Plan For
Financial Benefits
Shared Overhead Costs
Partners may share facility, equipment, and administrative costs when the economics and usage are defined clearly.
Increased Production Capacity
Multiple practitioners may increase facility use and clinical capacity when patient demand supports it.
Economies of Scale
Combined purchasing and shared operations can create efficiencies, depending on the practice and agreement.
Risk Distribution
Financial responsibility may be distributed, but the agreement should state how risk and capital needs are allocated.
Lifestyle Benefits
Better Work-Life Balance
Shared clinical responsibilities and coverage may create more scheduling flexibility.
Complementary Skill Sets
Partners can specialize in different clinical areas or aspects of business management.
Professional Support
A partnership can create regular opportunities for mentorship, collaboration, and shared decisions.
Succession Planning
The ownership structure can document a phased retirement and continuity plan.
What to expect from an engagement
Clear scope, clear responsibilities, and no surprises about how the work is structured.
Timeline and communication
Partnership planning depends on the parties' readiness, the valuation scope, and the legal and tax work required. PTI defines the phases, decision points, and estimated schedule in writing.
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.
Frequently Asked Questions
Considering Shared Ownership?
Start with a confidential conversation about the dentists, the practice, and the business terms that need to align.
Discuss a Practice Partnership