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

Top 5 PTS Blog Posts of 2021
Another year in the books. It’s as if everything has changed and yet nothing has changed at all. Luckily, there’s no shortage of news and topics to keep up with in the world of dental practice transitions. We take a look back at the top five blog posts from 2021 as we gear up for another eventful...  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
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 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
How to Promote Efficiency and Cleanliness In Your Dental Practice
Safe sterilization practices When in doubt, the dental industry has leaned on the U.S. Centers for Disease Control and Prevention for guidance on safe sterilization practices. For COVID-19 mitigation, this includes receiving, cleaning, and decontamination of debris and contaminants, as well as...  Read More
How Selling Your Dental Practice Can Be a Fulfilling Experience
Define your purpose Whether you’re a first-time business owner or experienced entrepreneur, a well-laid plan includes finding happiness through all the debt and obligations. Take the time to identify why you started the business and where you ended up. Then, how do you plan to spend your time...  Read More
3 Steps to Owning a Small Group Dental Practice
Gone are the days of one-owner dental practices. These days, owning a small group practice requires an increase in managerial responsibilities that private practices don’t often face. Here’s how the economies of scale and benefits of “grouping up” can be worth it from financial and logistical...  Read More
How Rent and Salary Can Affect Your Dental Practice Valuation
Answering the question of how much your dental practice is worth isn’t as cut and dry as assessing the market price of your house since a dental practice’s value is linked to how attractive it is as an investment for potential buyers. Every dentist has unique goals, so making the right move will...  Read More
Why Start Planning Your Retirement Now
Just because you aren’t ready to hang up your proverbial hat doesn’t mean you should wait to plan retirement from your dental practice. Even if you aren’t ready to make an immediate change, envisioning your post-transition life starts with years of pre-planning. Here’s how to plan ahead, even if...  Read More
How to Avoid Financial Mistakes from the Pandemic
Just because shutdowns as a result of the COVID-19 pandemic are in the rearview mirror, doesn’t mean your dental practice is out of the weeds just yet. Now more than ever, it’s important to tighten your purse strings to keep your dental practice on financial pace to recovery. Here’s are some...  Read More
How President Biden’s Tax Plan Affects You
With any new presidency comes change, no matter which side of the aisle you sit on. U.S. President Joe Biden plans to raise taxes by nearly $3.5 trillion during the next 10 years on corporations and individuals who earn more than $400,000 annually, which may affect your financial status. Here is...  Read More
A Breakdown of the 2021 Salary Survey
2020 was anything but a typical year for dental practices with mandatory shutdowns and patients hesitant to . Big picture COVID-19 impacted the workforce in ways we’re still trying to understand. Of the 10,890 dental professionals surveyed nationwide, 35% will seek new employment in 2021, while...  Read More
It’s an understatement to say a lot is on the line for this November’s presidential election in the U.S. But is your dental practice one of them? The short answer is no, the outcome of next month’s election will not make or break your dental practice. Here’s why with both points and counterpoints...  Read More
How to Not Let the Value of Your Dental Practice Drop during a Transition
How to Not Let the Value of Your Dental Practice Drop during a Transition    With so much going on during a dental practice transition, it’s easy to let things slide off your radar. A common and honest mistake is letting the value of your practice drop leading up to the proverbial changing of the...  Read More
Single Agency VS. Transaction Dental Practice Broker
Single Agency VS. Transaction Dental Practice Broker By now, hopefully you know that  that is a good fit for you and your situation. But did you know that there’s not just one type of dental practice broker? Read on to decide whether your practice is worthy of assistance from a single agency...  Read More
How to Choose the Best Broker for Your Dental Practice Transition
How to Choose the Best Broker for Your Dental Practice Transition  will focus on the bottom line and vet potential buyers while alleviating stress for you. But how do you know which broker is the best fit for you and your practice? Read on to find out. Ask the right questions Before hiring a...  Read More
4 Reasons to Switch to a Cloud-Based Dental Practice Management Software
4 Reasons to Switch to a Cloud-Based Dental Practice Management Software Simply put, cloud-based software runs on the internet rather than hosted locally on the computer in your dental practice office. In a digital era, it might be surprising to learn that cloud-based management software is not...  Read More
What to Look for in a Dental Practice Lender
What to Look for in a Dental Practice Lender   As with all members of your , finding the right lender isn’t a cut-and-dry process. Likewise, your lender should have a strong understanding of the industry, as well as the ability to judge high-quality practices. Because the dental industry is one...  Read More
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