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"For a few years I was thinking of selling my practice in order to relocate but I was afraid to do it. Last year I got a job offer outside the San Diego area and all of a sudden I had to sell my practice. I contacted two other brokers; they wanted a one year contract when I had only maximum two months to leave. I learned about Practice Transition Partners (PTP) through the San Diego Dental Society and it was a big relief. When Don Stanley/PTP told me they could work with my time limitation, I was flying! Only two days after the listing Don Stanley called me to advise a dentist couple wanted to see my office. Still today I cannot believe the sale went through so easily in a record time. Of course a lot of information, documents, numbers etc. needed to be exchanged, but all went very smoothly. I didn't know to be happy or sad; I had tears in my eyes. After 15 years it was hard to say goodbye to my "Baby" and to my staff! I called my office my "Baby," I spent a lot of time there. My staff was like my family. I like to say special thanks to Don Stanley and Sue Peterson in the PTP staff. They made the sale process very easy and pleasant for me and the buyers. I strongly recommend their services."
Margaret Alai, DMD - Lemon Grove, California

 

"To the Practice Transition Partners Team,
Thank you all for the successful transition of my dental practice. Only after it was completed, could one truly appreciate the amount of time, effort and expertise required to accomplish the objective. Your company met or exceeded my expectations in all the key facets of the transition.

Rob, I want to acknowledge not only your expertise in the area of practice transitions, but also your dedication to always being available to answer my questions, or work through the inevitable issues which surface. The consistent timeliness of your responses to my questions can not be over emphasized. The most amazing and gratifying aspect of the sale was your ability to market my practice discreetly from beginning to end. I wanted to believe this could happen, but didn't really expect it. While this probably is not possible in all cases, it was true for my situation. Thank you for the focused intention you brought to the process. While it is true that you were representing me, I was impressed with your consistent sensibility to all parties concerned in whatever negotiation was occurring.

Sue, thank you for always being there to answer my calls and direct me to the right answer. Your kindness and understanding combined with your professionalism was a reassuring and stabilizing force for me throughout this process.

Susan, thank you for your professionalism and timeliness of executing the transition documents. I always felt up to date and informed.

Finally, if anyone were to ask me about my experiences with your company, I would tell them that the professionalism, expertise and knowledge, communication, and dedication to the success of all parties was remarkable, and I would recommend your services highly. I would be happy to make myself available to speak with anyone interested in knowing about your company or my experience.

Sincerely,"
Dave Reynaud, DDS - Marysville, Washington

 

"Approximately two years ago, I wanted to sell my dental practice and tried accomplish the sale without a broker. I thought that I could do the sale with only an attorney to draw up the legal papers and I would 'save' the cost of a broker's commission! Well, the 'sale' did not happen but my attorney gave me the best legal advice that I have ever had!

After $3,000.00 in legal fees, I decided to stop the process as everything I was going to do was all going wrong. His final words to me were that if I decided to sell my practice again, he had the right person (broker) and company that could get the job done! He referred me to Kerri Matz-McCullough and Practice Transition Partners. he said that Kerri was a 'bulldog' (in a very positive and pleasant way) and would get the job! Was he ever right on!

It is now several months beyond completion of the final sale and I could not be happier! Kerri and Practice Transition Partners have been a joy to work with. Everyone that I came in contact with while going through the sale process was a delight to work with. From Katie (and others) answering the phone calls to Sue Peterson who administrated all the details and Kerri who followed up on all the questions, the process went great and in a very timely manner. I would like to commend Practice Transition Partners and Kerri if you are even 'considering' a sale or a buy because PTP can even help you 'get ready' for a sale or a buy through the special programs that they have in place. I have been through other 'sales' over the years and none were as professional or efficient as PTP and Kerri!

If anyone would like to ask me any other questions, I would be happy to speak to you and pass on the best advice that I could gave as to who can get the job done when it need to get done!

Sincerely,
Daniel S. Cook, DDS - Ridgecrest, California

 

"Dear Rob and Sue,
Thank you for all the assistance you gave us in the sale of the practice. It is greatly appreciated! You kept it on track, and even though it was a relatively straight-forward sale, your help was invaluable when we hit the bumps in the road. Everything is going well with the transition . . . thank you for the lovely flowers!"
Steve Andreason, DDS and Nancy Andreason - Long Beach, California

 

"Thank you, Don and your team at Practice Transition Partners, for helping us during the entire process of the purchase of the dental practice. My wife and I were scared at the beginning however you and your team made the things easy and clear… Highly recommended!

Thank you again,"
Javier Raygada, DDS - Chula Vista, California

 

"Dear Kerri,
Thank you for all your exceptional expertise with the sale of my endo practice. The skill and knowledge you demonstrated during the entire transaction was extremely impressive. Your ability to take care of the business as well as the personal aspects of the sale exceeded my expectations. It was almost unbelievable how fast and smooth the entire transaction took place.

I would highly recommend you and your staff to anyone who is buying or selling a dental practice.

Sincerely,"
Alan M. Cooperman, D.D.S. - Lancaster, California

 

"Rob Stanbery of Practice Transition Partners was successful in not only selling a practice for me, but also in locating another practice for me to purchase. Rob's expertise and abilities are of the highest standards. Both of the transactions were facilitated in a very professional and timely manner. I not only consider Rob a man of integrity and abilities, but also as my friend. Practice Transition Partners can be trusted to accomplish your desires with the same level of excellence that they did for me."
Robert Pasa, DMD - Vancouver, Washington

 

"Dear Kerri,
I want to thank you for all of your help and support during the sale of my endo practice. Working with you and your staff, Sue and Katie was a pleasure. So much of the weight was lifted off my shoulders and I sincerely appreciate all of your time and effort spent. Should I ever be in the market for a new practice, "Practice Transition Partners" will be the first people I call. Thanks again for making this transition so seamless.

Warm Regards,"
Laurie Lazarou, D.M.D. - Pacific Palisades, CA

 

"Dear Rob and Kerri:
I so appreciate your professional assistance with selling my practice. Both of you were so easy to work with and did such a great job with all aspects of the sale. I realized that you both were very busy, but you always made me feel that my practice was the only one you were handling. Meeting you both in person at the very beginning of our relationship was a big plus for my wife and me.

Your appraisal of my practice was very thorough and I was impressed with the professional appearance of the Prospectus you put together. I was impressed with your knowledge of the market and your honesty in discussing issues related to the marketing and sale. There was not one thing that slipped through the cracks. Your staff was also a pleasure to work with.

I am so glad that I chose to be represented by Practice Transition Partners. I have never sold a practice before but I can't imagine that the process could have been any easier than you made it. I was so pleased that my practice sold for the asking price.

If ever I am asked by a colleague who I would recommend to represent them in their sale you will be the only recommendation I will give.

Thanks again for the great assistance you provided.

Sincerely,"
Stephen Glazier, DDS - Penn Valley, CA

"Kerri,
I want to thank you for making what seemed to be an impossible deal happen and keep all parties smiling for the entire time. I had contacted you about 6 months ago after interviewing a couple of other dental practice sales specialists and had pretty much come to the conclusion that I would never be able to practice in Beverly Hills because my dental practice was only 8 miles away.

You brightened my mood immediately by actively listening without any of the negative comments that I had encountered from everyone else. You came up with a possible deal in short order and proceeded to make it all happen. You found a truly wonderful buyer for my practice who is such a great guy that I didn't have to worry about the welfare of my staff or my patients. You found the perfect high profile celebrity practice that keeps me enthusiastic about being a cosmetic dentist. You were a consummate politician when dealing with the complexities and emotions involved with this sort of transaction.

I also have to thank you team for all the help in every aspect of the two transactions. My dental practice that you sold was extremely busy and I had always delegated anything that didn't directly involve patient care. I was used to being spoiled by my staff that the transactions would have been daunting if not for your staff. You staff stepped right in and took care of all of the details that I had neither the time nor energy to devote to.

Everything went so smoothly that I am still surprised. My previous office staff is still like extended family and my new staff is like my new family. Both families get along famously. We are even having a party next week with both office staffs to celebrate how well everything has turned out.

So Kerri, thank you again for making the impossible possible and for making my dreams come true.

Sincerely,"
Tom Stelmach, DDS - Beverly Hills, CA

 

"Thanks for all of your help . . . If any other doctors want references, please include me as one who can say that your services were absolutely worth everything and then some! I was very, very pleased with your dedication, hard work and perseverance.

Thanks so much."
Randall A. Segovia, D.D.S. - Media, Pennsylvania

 

"To Whom It May Concern:
Please accept this heartfelt letter of appreciation for the wonderful service I have received from Practice Transition Partners. After 27 years of successful dental practice, my wife and I were looking for a way to free up some time for ourselves. I personally knew it was time to "cut back" my work load, but I did not feel I was ready to retire from dentistry completely. My longtime practice consultant and friend referred me to Practice Transition Partners. My first conversation was with Kerri Matz. She took a great deal of time with me, explaining the various ways to make practice changes, whether it be a sale outright, a phased buy-in, an associateship, etc. She also listened to my needs and desires, realizing that this decision would affect the rest of my life in a major way.

I had no idea of practice value, nor of the possibility of attracting the right person for the care of my patients. Kerri carefully explained the factors that attract potential buyers, and, after extensively reviewing my practice statistics, assured me that I had a very desirable practice.

After a number of candidates met with me to look at my practice, and some "false starts", I was quite discouraged. Kerri, at this point, was a "life-saver" in that she never gave up on me. When I was ready to walk away from the whole thing and just "close the doors", Kerri was able to lift my spirits, and keep me "in the game." Kerri's persistence eventually paid off. We have just completed an arrangement for me to sell my practice to a great practitioner and for me to continue to work as an associate. I could not have anticipated such a happy result. I am able to continue to work in a profession that I dearly love, and I have very few of the business management headaches that were about to cause me to "burn out". I am very much "having my cake and eating it too."

Thank you, Kerri, Rob, Sue, and Katie, for your sensitivity to my needs and desires, for your flexibility to my ideas, and for your patience and willingness to wait for the right person and situation for me. Thank you also for your wisdom and knowledge that an arrangement like this absolutely has to work for both parties in order to be successful.

I unreservedly recommend you to any dentist looking to buy, sell, or merge a practice.

Sincerely yours,"

Michael A. Severen, D.D.S. - Yuba City, CA


"Dear Rob,
Just a note to express my thanks for the great job you did in helping us with the practice sale. I never had any idea how many details there are and how important it is to have someone of your caliber and expertise to oversee the whole process. I would certainly give you and your staff the highest marks for excellence.

Sincerely,"
Allan Braman, DMD - Portland, OR

 

"To Whom It May Concern:
Please accept this letter of appreciation and acknowledgement of Ms. Kerri Matz . . . with Practice Transition Partners, who was successful in finding an appropriate dentist for the sale of my dental practice.

In the past, I have made numerous attempts to enlist various brokers to find a suitable dentist that would be appropriate to replace me at a very successful and rewarding practice that I have nourished for the past forty years. I instructed the brokers as to the type of dentist that I felt would appreciate and be able to maintain the patient confidence that had been established over the years. However, the dentists that I interviewed were certainly not capable of fulfilling my requirements, and I became discouraged and took the listing off the marketplace. I shared my dissatisfaction with a friend and dentist that was now practicing law, and he referred me to Practice Transition Partners. He told me that he had much respect for this team and assured me that I would be happy with their professionalism and personal commitment to fulfill my needs. They had been attracting dentists that were more capable of fulfilling my requirements. He was right.

My first meeting was with Kerri Matz, who took the time to listen to my needs and made me feel more comfortable for the first time in dealing with this life changing experience. It was not too long afterward that she brought over a few of the candidates who were more in keeping with my requirements. I had selected the one that I felt would fulfill my request and accepted his offer.

To this day, I have been delighted with this dentist and am happy to say that it was a totally satisfying experience. I can thank Kerri, Rob Stanbery and team for bringing about this harmonious transition. I would most assuredly recommend them to help a dentist sell or buy a practice.

Sincerely yours,"
James E. Rota, D.D.S. - Los Angeles, CA

 

"Practice Transition Partners took all the pain out of selling my practice. Financing for the buyer was lined up ahead of time based on my numbers, and when it came time to do the deal it was a 'slam dunk'. But most impressive to my family and me was the time Rob Stanbery spent with us getting to know his clients on a personal level. I had already relocated my family 300 miles from the practice. Rob came with me on a weekend to meet my family. After this particular weekend, we knew we were being represented by a friend."
Stephen M. Palmer, D.D.S. - Phoenix, AZ

 

"Dear Sir/Madam:
I decided to sell my Dental Practice and move back to Arizona where I used to live. A mutual friend recommended Kerri to me. After speaking with Kerri, I felt comfortable enough with her charming personality, knowledge of the business, and ethics to list my practice with Practice Transition Partners
.

This being the first time I sold a practice, I was very nervous. Kerri explained (and re-explained) the process, what to expect, and how to proceed consistently throughout the entire process. She never lost her patience with me or was not accessible.

Kerri was patient, knowledgeable, connected (she was a lender for many years and knows a lot of highly placed people within that industry), approachable, and efficient in getting potential buyers to look at my practice. She was also highly professional and discreet given the sensitivity of the process early on.

In short, I highly recommend Kerri and Practice Transition Partners if you want to sell your practice and avoid the pitfalls you may run into with less scrupulous agents.

Thanks again, Kerri, for your patience and support in helping me sell my practice!

Sincerely,"
Robert Naffah, DDS - Bellflower, California

 

"Dear Rob,
I have never met an expert that was as knowledgeable as you relating to dental practice valuations. You were able to respond to every question asked of you by the attorney. . . Thank you for being a true professional and thank you for being a friend of our client. . . If I ever have client who wants to sell his dental practice, you will be contacted immediately.
Sincerely,"
Gary M. Bullock
Bullock and Regier, P.C. - Portland, Oregon

 

"Dear Mr. Stanbery:
I recently purchased my practice in San Diego with the able representation and coordination provided by Kerri Matz. Through Kerri's vast knowledge, extensive experience, and impressive resourcefulness, I enjoyed a purchase experience that was efficient and a great success. She thoroughly impressed the selling doctor as well, despite the fact that Kerri was my representative.

Kerri Matz and the entire Practice Transition Partners team worked diligently throughout the process of finding the right practice and executing a successful transition while demonstrating a level of patience and careful scrutiny crucial for a successful outcome. If asked to rate my experience with Kerri and Practice Transition Partners in one word, I would have to say 'outstanding'.

It is with great enthusiasm that I express to your firm gratitude and look forward to referring my colleagues in need of outstanding transition services.

Warmest personal regards,"
Alex B. Avanessian, DDS - San Diego, California

 

"Rob,
A big thanks is in order for successfully finding the right buyer for my practice. From our first interview to the final signing of the documents and even the follow up after the sale was incredible. Not only were you great with all of the technical aspects of a practice sale---but more importantly the personal touch you added was the icing on the cake. With the way you handled the personal side of the sale I was convinced you had a Doctorate in Psychology. I feel that I could call you at any time and you would promptly get back with me--even in the middle of your busy schedule. You were the greatest!!!!!

The prospectus and brochure that you put together for my practice were very impressive and thorough. It was first class all of the way, something that I would expect from you now that I have had the privilege of working with you. The fact that we were able to find a buyer with a similar philosophy was probably one of the most important aspects of putting the sale of my practice together. I have since had a number of phone conversations with the dentist that bought my practice and she is doing great. The TEAM is really grateful that we were able to find an incredible person with similar dental skills and philosophy to carry on our vision of dental care. That in itself has made all the difference in the world as far as TEAM and patient retention. Because of similar the philosophy my old TEAM of 12-13 years has felt extremely comfortable with this major change in their lives, a most difficult task to achieve.

Thanks again Rob for not only being the conductor of the orchestra, but becoming a friend through all of the ups and downs with this major change in my life. You made my dream come true---leaving my dental family in the hands of someone that will carry the torch forward with confidence and pride. What more could you ask for???
Gratefully,"
Tim Adams, DDS - Las Vegas, Nevada

 

"Dear Kerri,
I want to take this opportunity to express my sincere thanks and appreciation for your valuable assistance on the recent sale of my dental practice. Now that the sale is complete and I have some 'free time' until my new practice is ready, I have a fresh perspective on the transaction.

What impressed me the most about you was how well you listened. On our first meeting, you took the time to really understand what my needs were, and as a result, found me the perfect situation I have been looking for for years. You went above and beyond what I expected from a broker and for that I am very grateful.

I never considered selling my practice myself as I knew I had enough on my plate already, but I didn't realize how smart a decision it was. You were able to pre-screen potential buyers while protecting the confidentiality of the sale. Mine was a more complicated transaction but you were able to find the right buyer who was very happy with his purchase. It is a big move to sell a practice, not to mention an emotional one, but you were there every step of the way. Your advice on numerous small items that came up almost daily, to the big decisions, along with the resources you provided were so valuable. It was great to be able to pick up the phone 24/7 to touch bases or get an answer to a question, what service! You encouraged me to keep production up and everything normal, even though I had emotionally checked out months before. All told, you more than paid for your fee with your expertise and service. What a great team with Rob and Sue as well.

So, Kerri, although I am glad to have the practice sold, I do miss our phone calls and visits. I truly enjoyed working with you. Thank you, thank you, and thank you, for a job well done."

Sincerely,
Barbara Mallonee, DDS - Corona Del Mar, CA


"Dear Kerri,
Although you were representing the seller of the practice I purchased, I wanted to let you know how much I appreciated all your help in making this deal come together. You and Rob are true professionals. You made what could have been a difficult transaction easy with your high level of service, positive attitude, and personable disposition. Thank you again for all you help.
Sincerely,"
Joseph R. Westbury, DDS - Oxnard, California

 

"I want to thank you . . . for making this acquisition as smooth as possible. You are very professional and very resourceful. You made it easy every step of the way. I started my transition into Dr. Palmer's practice and using your advice, I have had nothing but a very warm reception. You are first class all the way! It has been a pleasure working with you.
Truly,"
Paraon N. DeQuiroz, DDS
Smile Design, Inc. - Phoenix, AZ


"Dear Rob,
I can't begin to thank you for all of the assistance you gave me in my recent purchase of my present dental practice here in Las Vegas. After you helped me sell my practice in Green Bay, Wisconsin, I never thought I would have to call upon your services again. When I decided that semi-retirement wasn't for me and I wanted to own a dental practice again, you were the first person I thought of to call.

My second experience with Practice Transition Partners was just as enjoyable as the first. You were so professional in the manner in which you negotiated the purchase. You were able to calculate a practice value that was reasonable and fair to both me as a buyer and the dentist who was selling the practice. Even his attorney mentioned how impressed he was that you had so many facts correct and that you made so many great recommendations to the correct wording of the final contract.

Your expert advice was reassuring to me, and gave me the confidence I needed to discuss any issue of the purchase with the selling dentist. There was no disagreement with the purchase price because you had taken the time to correctly calculate the value of the practice. The other dentist accepted your figures without an argument because it was clearly evident that you had arrived at the actual true purchase price and value of the existing practice.

Rob, I can't begin to thank you enough for helping me begin this new phase of my dental career. I would honestly, and without any hesitation, recommend you to any dentist who is considering selling their practice or purchasing an existing practice. You have my gratitude and appreciation, and I will always be grateful for your expertise.

Sincerely,"
Robert J. Van Dyke, DDS Ltd - Las Vegas, NV

 

“With great confidence, we would like to introduce you to ‘Practice Transition Partners.’ Their team of practice transition specialists represents the very best in the business, and has served many of our valued FPC clients nationwide over the years. Whether providing support for practice sales, acquisitions, mergers or valuations, they are quite simply the best!”
Carl Hicks, Jr.
Executive Vice President & Chief Operating Officer
FIRST PACIFIC CORPORATION

 

"Practice Transition Partners was instrumental in helping me to relocate to where I have always wanted to live. They understood the kind of practice I had and were able to find someone with similar goals and practice style. They were with me, every step of the way, throughout the sale to make it as smooth a transition as possible. The kind of practices that we are creating today requires a transition team that truly understands their unique value."
Kent Johnson, D.D.S. - Park City, UT

 

"I listed my dental practice and dental office building for sale with Practice Transition Partners in late November, 1999. Within one week they brought a buyer to the office who had an interest in buying the practice. Within a month the buyer also became interested in buying the building as well. This led to a sales contract for each entity being agreed upon by late January, 2000, at my asking price. All of the necessary details to complete the transactions were finished in a timely manner. The escrows closed together in 60 days as prescribed in the contract. I am totally satisfied with the results of the transactions and gladly recommend Practice Transition Partners."
Frederic G. Wall, D.D.S. - Long Beach, CA

 

"I was very pleased to incorporate another practice into my existing patient base utilizing Practice Transition Partners. I was looking to refine the nature of my patient base, moving it to be more focused into a particular market segment. By purchasing a retiring dentist's patient base I acquired around a thousand clients with a very high percentage of patients age 45 to 70. This was very important to me because of the type of dentistry I am most interested in performing, namely cosmetic and advanced restorative care. This has resulted in a number of exciting esthetic/restorative cases in the $15,000 to $30,000 range. Since little additional overhead is being realized other than lab costs and debt service, the result has been an increase in profit directly because of the shifting mix of treatment. I am seeing an increase in production between $15,000 and $25,000 per month. If your interests lie in treating more mature adult patients, you can't lose by acquiring an older practitioner's patients, because generally the patients will be older and more established and there will be a huge potential in presenting advanced technology care, especially adhesive dentistry. The basic analysis on paper of the effect becomes one of the most business savvy decisions you can make. I would say without hesitation that any dentist would be foolish not to strongly consider this type of investment. I would also add that Practice Transition Partners understands these concepts well and works personally and precisely to facilitate smooth and timely mergers between compatible dentists, and as with all their services, you will find unparalleled integrity."
S.D. Buck, D.D.S. - Seattle, WA

 

"I found that working with Practice Transition Partners was the smartest thing I ever could have done for selling my dental practice. Rob took notes on every available detail, helped design a marketing strategy, and even flew in from across the country to take personalized digital pictures of the practice so prospective buyers could look over the physical facilities right over the internet. He worked helping the buyer obtain financing and I was able to get full asking price with no 'owner-carry' option. It was the best move I ever could have made to contract Practice Transition Partners for my practice sale. The service was impeccable."
Paul R. Schreiter, D.D.S. - Flagstaff, AZ

 

"My entire experience with Practice Transition Partners was very positive. My practice sold almost immediately with a full-price cash offer. They are professionals and have a great ability to match buyer and seller. When I decided to sell my practice I didn't realize its full value. . . I highly recommend Practice Transition Partners. In fact, I tell everyone I know who is even thinking of relocating to another area that it is much easier than you would ever think. Just go for it, they make your dream come alive."
Laurie S. Bloch, D.M.D. - Las Vegas, NV

 

"A time had come in my career when I knew I was ready for a change. I had converted much of my existing practice from 'needed, insurance driven' dentistry to 'wanted, desire driven' dentistry. I also realized that my present location was not in line with my overall vision. So I contacted Practice Transition Partners and with the expert guidance of Robert Stanbery and Bill Blatchford, I purchased a practice that was ideal for my vision and sold the practice I had. Many complications and complexities were professionally and expeditiously handled and today I am positioned for the rest of my career. I highly recommend Practice Transition Partners to any dentist wanting to make a positive change toward the future."
Rhys Spoor, DDS, FAGD - Seattle, WA


"When I had decided to sell my practice in Green Bay, WI, I was advised by some dentist friends to contact Rob Stanbery at Practice Transition Partners. This turned out to be the best advice I could have been given. Rob found a cash buyer for my practice in just a few weeks. Within five months the deal was finalized, and my practice was sold to the first buyer.

Rob was just tremendous in the manner in which he handled the buyer's representatives. He was able to anticipate their requests and prepare the appropriate responses so the negotiations could proceed smoothly and without conflict. Rob acted in my best interest as the terms of the purchase contract were prepared. He had a vast knowledge of the legal requirements and practice value determination. I felt very confident that I received the top value for my practice.

Selling a dental practice can be a very emotional decision. Rob Stanbery helped me to be confident that I had made the right decision in having him act as my personal representative in the sale of my practice."
Robert J. Van Dyke, DDS - Green Bay, WI


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contact@practicetransitions.com

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