After more than 30 years in practice following a career in the Army, a prosthodontist near San Diego began preparing for retirement. His revenue had stayed steady, and with guidance from his financial advisor, he decided the time was right to sell. Our team helped him move forward with a transition built around his retirement goals, not just a quick sale.
One dentist had grown ready for a new challenge when the opportunity arose to help build a university's new college of dental medicine from the ground up. Selling his practice with our team gave him the freedom to step into a new role in academia, teaching the next generation of dental professionals.
After 25 years in practice, it was time to explore what came next. A year after the transition, the story includes working less, having more financial freedom and finally planning travel with a spouse.
Every practice we help transition adds to something bigger. A portion of our proceeds goes to Give Back a Smile, a foundation that restores smiles for survivors of violence, with every donation made in your name.
PTS Team
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