Professional Transition Strategies
Professional Transition Strategies
PTS wants to help you every step of the way. Whether you're selling, buying, leasing or expanding your dental clinic, PTS is here to provide the information, answers and expertise you need. Check back weekly for our most recent blog posts!
Professional Transition Strategies

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Whether you’ve  your portfolio, the process of buying a dental practice is a labor of love. Like the purchase of a home, you’ll want to make sure it’s a good fit for all the right reasons. Here, we help you get a leg ahead when it comes to buying the perfect dental practice for you.  Analyze the...  Read More
There’s more to selling your dental practice than working with a . Here are our top tips for preparing your dental practice for showings. Arrange your schedule To ensure confidentiality, it is standard for a selling practice to only offer showings before or after business hours. Seeing a dental...  Read More
You’ve decided to purchase a dental practice. Your adrenaline kicks in as you embark on one of the greatest financial journeys of your life. It can be easy to want to jump right in and get things started. But that’s no way to set yourself up for success. To get the most out of your future dental...  Read More
You’ve worked hard to get your dental practice off the ground. You’ve seen production ramp up but your quality of life may have decreased. Professional Transition Strategies Founder and President Kyle Francis recently  with “Dental Momentum” podcast host Jared Duckett to talk about how selling...  Read More
You survived dental school, opened the practice of your dreams, but now are ready to start the transition process. You’ve worked so hard for so many years that it may only seem natural to want to take the sale of your business into your own hands. Whether you’re gearing up for retirement or just...  Read More
Recently, Professional Transition Strategies Founder and President Kyle Francis sat down with Dr. Victoria Peterson for her “Investment Grade Practices”  to talk shop. Together, they outlined reasons for understanding your options when it comes to getting the most out of your dental practice...  Read More
The old saying “breaking up is hard to do” can most certainly apply to dental practices, too. When co-owners of a practice decide to go their separate ways, lots can be done ahead of time to make the transition easier for all those involved. We break down how to prepare for the breakup of a dental...  Read More
When beginning the process of selling your dental practice, it would be seemingly impossible not to consider . Here are the top three. DSO conundrum  DSOs have earned a bad  for your dental practice than individual buyers. DSO structure A  for that. Transaction flexibility Do you want to...  Read More
Selling your dental practice to a dental service organization (DSO) can bring to light a . Here are the top reasons to sell your dental practice to a DSO. Not ready for retirement Some dentists love practicing and aren’t  but are prepared to release the managerial aspect of owning a business....  Read More
It’s true: Dental service organizations (DSOs) are here to stay and growing fast. Consolidation in the dental industry is expected to jump from 25%–30% to 60%–70% in the next 10 years so it’s important to leverage the equity in your businesses correctly during this all-important arbitrage event....  Read More
You want to sell your dental practice but are . With the right tools in place, you can sell to a DSO and still practice at your original location. Here’s how to get in on the consolidation wave.  When to sell Whether retiring or just looking to consolidate, the best time to sell any dental...  Read More
"We literally do thousands of buyer conversations on a yearly basis," Professional Transition Strategies Founder and CEO Kyle Francis said in a recent . "At any one time, we have something between 100 and 120 practices on the market, which means there's a lot of folks interested in those...  Read More
Why Cybersecurity Matters at Your Dental Practice
Cybersecurity has been in the news now more than ever, and not for good reasons. With a heightened alert for cybercrimes taking place around the world and across every industry, there are a number of steps dental practices need to take to prevent threats. Here’s what you need to know and steps to...  Read More
Is a Membership Plan Right for Your Dental Practice?
What it is Although not technically a dental insurance plan, dental savings plans provide patients affordable access to dental care with discounts on most dental services after an annual membership fee for access to a network of participating dentists and specialists. A membership plan is an...  Read More
Has the Pandemic Really Strengthened DSOs in the U.S. Dental Market?
In a recent article for . When dental practices were forced to shut their doors back in March 2020, solo practitioners were scrambling to figure out their next move in an already-changing industry. “Never again will we have the same opportunity with this much private equity flooding the...  Read More
How the Phase-Out of Delta Dental Premier Continues to Affect Your Dental Practice
In 2019, Delta Dental  a phase-out of its Premier segment. Two years later, and the rule change is still affecting dental practices nationwide. Dentists across the country are still wondering if they are a Premier-only practice if they are still able to operate that way in the event of a...  Read More
3 Reasons to Outsource PPO Work
Increasing revenue and job satisfaction for front office managers at your dental practice can be as easy as outsourcing the management of PPO plans. After all, time is money, especially when front office managers are consumed by scheduling and production responsibilities. As a bonus, this...  Read More
How to Expand Your Dental Practice Demographics
There’s no better time than now to . Studies show those over 18 don’t see the value in dental care and those over 65 simply lack dental insurance. At a time when dental practice revenues may still be dropping, here are some creative ways to drive new business. Offer pricing transparency...  Read More
How to Manage the Dental Hiring Market
Dental assistants and hygienists Dental assistant and hygienist positions took a hit during the pandemic, and now offices are scrambling to fill those roles again as businesses operate under the new normal. The problem is that there aren’t enough qualified dental professionals to fill those...  Read More
How to Hire for Your Dental Practice
Job boards Beyond posting your open positions on job boards, search other listings as if you were a worthy candidate. What are other dental practices hiring for? What makes their listings stand out above others? What are they offering that your practice isn’t? Consider gearing your online listings...  Read More
How to Get Ahead of the Dental Hiring Crisis
Business matters At the heart of the matter, a dental practice is a business and should be run like one. This includes investing and reinvesting in its employees and the practice itself. This starts at the onboarding process so new hires aren’t left feeling like they have to go it alone, which...  Read More
How to Mix Business and Family at Your Dental Practice
Ask the right questions Rather than wonder how going into business with your spouse would affect your marriage and, in turn, the business, there are a few other nitty-gritty questions you’ll want to ask yourself first. How do the two of you plan to lead? Identify your strengths and weaknesses,...  Read More
How Capital Gains Tax Increases Can Affect Business Owners Looking To Retire
As if this past year hasn’t been enough of a rollercoaster, capital gains tax have the potential to almost double from 20% to 39.6% for profits made on the sale of stock or property for people who make more than $1 million in income. With 2022 seemingly around the corner, it leaves a narrow window...  Read More
3 Ways to Remain Professional In Your Own Dental Practice
Open communication Now more than ever, it’s important to keep the lines of  open between employer and employees or patients. Harken back to the time when dental practices were shut down due to COVID-19 and dental practices had to keep patients and staff informed on timelines and plans to reopen....  Read More
What Is Anxiolytic Sedation?
The alternative A shot is a shot, no matter how much you think it might not hurt compared to the bigger picture of the treatment. Even the most highly successful dentists can’t take the pain away from the fear factor associated with a needle, especially with young children. In addition to patient...  Read More
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