PMA Practice Transitions
PMA Practice Transitions is a privately-held dental practice brokerage founded in 1995 that facilitates sales, mergers, acquisitions, and appraisals for dental practice owners and buyers across Ohio, Indiana, Kentucky, Michigan, and the East Coast.
- Company typePrivate
- Founded1995
- HeadquartersCleveland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What PMA Practice Transitions does
PMA Practice Transitions is a privately-held dental practice brokerage and transition services firm founded in 1995 by Steve Jordan and headquartered in Port Clinton, Ohio. The company facilitates dental practice sales, mergers, acquisitions, appraisals, and partnership buy-ins across Ohio, Indiana, Kentucky, Michigan, and an expanding footprint in Western Pennsylvania and the broader East Coast. PMA's core deliverable is transaction-brokerage services, supplemented by an affiliated consulting arm, Pinnacle Practice Strategies, which provides clinical advising, financial strategy, marketing, coaching, and HR support for practice owners.
The firm operates as a high-touch, relationship-driven service business with a team of four named consultants covering defined regional territories, supported by regional offices in Indianapolis, Columbus, and Philadelphia. Its technology footprint is limited to a marketing website that supports online NDA signing, listing access, and contact forms; there is no proprietary software platform, no API, and no AI/ML capability disclosed. Marketing relies on a content ecosystem including an Industry Knowledge blog, the PMA Practice Perspectives vodcast, YouTube, and active social media channels on LinkedIn, Facebook, and X, supplemented by membership in the ADS Transitions national consortium for cross-regional buyer reach.
PMA's revenue model is transaction-based: the firm earns brokerage fees tied to successful practice sales and acquisitions, augmented by professional services revenue from Pinnacle Practice Strategies. Pricing is quote-based and not publicly disclosed. The company's track record includes over 200 transitioned dental practices and $130M+ in cumulative dental practice sales since inception; Matt Scherer, the current President (since 2016), has individually been involved in over 550 transitions totaling more than $226M.
PMA Practice Transitions firmographics
Firmographics- Name
- PMA Practice Transitions
- Legal name
- PMA Practice Transitions
- Website
- https://pmagroup.net
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PMA Practice Transitions is a privately-held dental practice brokerage founded in 1995 that facilitates sales, mergers, acquisitions, and appraisals for dental practice owners and buyers across Ohio, Indiana, Kentucky, Michigan, and the East Coast.
- Ownership category
- akta.pro rank
PMA Practice Transitions industry classification
Industry- Product category
- Dental Practice Brokerage
- NAICS
- Marketing Consulting Services (541613)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Professional Practice Brokerage (Medical/Dental/Legal/Accounting) (FSAEAIAI)
- akta.pro secondary industries
- Sell-Side M&A Advisory (FSAEAGAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Lower Middle-Market Business Brokerage (FSAEAIAB)
Keywords
Where PMA Practice Transitions is headquartered
LocationHeadquarters
- HQ city
- Cleveland
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
PMA Practice Transitions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Dental Practice Transition Services: PMA facilitates dental practice sales, mergers, and partnership buy-ins. They earn fees for brokering the sale or purchase of dental practices, providing appraisals, and consulting services. Revenue is generated through transaction-based fees tied to successful practice transitions.
- Dental Practice Consulting: Pinnacle Practice Strategies provides consulting services including clinical advising, financial strategy, marketing, coaching and mentorship, and HR support for dental practice owners.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels9 records
PMA Practice Transitions product offering
Product offeringCore offering
PMA Practice Transitions brokers the sale, appraisal, merger, acquisition, and partnership buy-in of dental practices across Ohio, Indiana, Kentucky, Michigan, Western Pennsylvania, and the East Coast. Its consultants guide sellers through valuation, marketing, buyer matching, financing coordination, due diligence, and contract execution, and guide buyers through practice selection, evaluation, financing, and acquisition. An affiliated consulting arm, Pinnacle Practice Strategies, provides clinical, financial, marketing, and HR advisory services to dental practice owners.
Product overview
PMA Practice Transitions operates as a dental practice brokerage and transition services firm offering a comprehensive suite of services for dental professionals. The core offering is dental practice sales and appraisals, facilitating practice transitions for sellers and buyers. The company provides educational resources through its Industry Knowledge blog and Practice Perspectives vodcast. A distinct consulting division called Pinnacle Practice Strategies offers specialized advisory services including clinical advising, financial strategy, marketing, coaching, and HR support. Additional services include current and sold practice listings, seller/buyer resources, an associate program, and secure online NDA signing. The firm serves dental professionals in Ohio, Indiana, Kentucky, and Michigan.
Differentiator
Problem solved
Functional benefit
Products and services
- Dental Practice Sales & Appraisals Core brokerage service that appraises, markets, and sells dental practices on a local, regional, and national basis, and matches qualified buyers to listed practices. Includes valuation, marketing, buyer/seller matching, transaction coordination, due diligence, financing coordination, contract review, and transition support for dental practice owners and buyers across Ohio, Indiana, Kentucky, Michigan, and Pennsylvania.
- Pinnacle Practice Strategies Consulting service for dental practice owners covering clinical advising, financial strategy, marketing and communication, coaching and mentorship, and human resources support, focused on operational improvement, profitability enhancement, and leadership development.
Quantifiable outcome
- Over 200 dental practices successfully transitioned
- +2 more outcomes
Companies that use PMA Practice Transitions
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles2 records
PMA Practice Transitions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PMA Practice Transitions partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- ADS TransitionscorePMA is a proud member of ADS Transitions, a national consortium of independent dental practice brokers and management consultants. This membership provides access to a national marketing platform and buyers from across the country, differentiating PMA from local-only brokers.
- Pinnacle Practice StrategiescorePinnacle Practice Strategies is an affiliated dental practice consulting firm that provides services including clinical advising, financial strategy, marketing, coaching/mentorship, and HR support. John Dubos DDS and Keith Nicholson DDS MBA serve as advisors for Pinnacle Practice Strategies.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
PMA Practice Transitions competitors and assessment
Company assessmentDirect peers
- OMNI Practice Group: Dental practice brokerage and transition consulting firm serving practices across multiple US regions; directly comparable in service offering (sales, appraisals, partnership buy-ins) to PMA's core business.
- DDSmatch: Dental practice transition and consulting firm covering multiple US regions, offering practice sales, appraisals and partnership buy-in services — a direct functional peer to PMA.
- Paragon Dental Practice Transitions: Specialized dental practice transition broker providing practice sales, valuations and consulting services to dentists — direct comparable to PMA's core offering.
- Professional Practice Transitions: Dental and healthcare practice brokerage focused on practice sales, appraisals and partnership transitions; directly comparable service mix and customer profile to PMA.
- Mandel Dental Transitions: Dental practice sales and transition consultancy working with practice owners on sales, acquisitions and partnership buy-ins; same niche specialization as PMA.
- Legacy Practice Transitions: Dental practice brokerage and consulting firm that facilitates practice sales, valuations and buyer/seller matching; direct competitor in the dental practice transition niche.
Broad incumbents
- ADS Transitions: National consortium of independent dental practice transition brokers of which PMA is a member; provides national buyer reach and is the most direct peer in terms of service model, though it operates as a federation rather than a single competitor.
- Henry Schein: Large publicly traded dental distribution and services company; relevant because it operates adjacent to dental practice transactions (financing, supplies, practice solutions) and represents the broader incumbent ecosystem in which PMA operates.
- Patterson Companies: Major dental and animal health distribution company that previously acquired the founder's prior business (Price Dental Supply); represents a large incumbent capable of bundling practice transition services with its core distribution offering.
- Benco Dental: Large private dental supply distributor that also offers practice support, financing and transition-adjacent services to dentists; broader incumbent comparable along the customer set PMA serves.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
PMA Practice Transitions social profiles
Digital presencePMA Practice Transitions financial estimates
Financial estimateRevenue estimate
Valuation estimate
PMA Practice Transitions leadership team
Management profileNumber of profiles
Profiles4 records
PMA Practice Transitions subsidiaries and ownership
Company hierarchySubsidiaries1 record
PMA Practice Transitions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PMA Practice Transitions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PMA Practice Transitions
What does PMA Practice Transitions do?
PMA Practice Transitions brokers the sale, appraisal, merger, acquisition, and partnership buy-in of dental practices across Ohio, Indiana, Kentucky, Michigan, Western Pennsylvania, and the East Coast. Its consultants guide sellers through valuation, marketing, buyer matching, financing coordination, due diligence, and contract execution, and guide buyers through practice selection, evaluation, financing, and acquisition. An affiliated consulting arm, Pinnacle Practice Strategies, provides clinical, financial, marketing, and HR advisory services to dental practice owners.
Is PMA Practice Transitions a public or private company?
PMA Practice Transitions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PMA Practice Transitions founded?
PMA Practice Transitions was founded in 1995. It employs 1 to 10 people.
Where is PMA Practice Transitions based?
PMA Practice Transitions is headquartered in Cleveland, United States, in the North America region.
How does PMA Practice Transitions make money?
Two revenue lines are on record. Dental Practice Transition Services are the primary driver. The others are dental Practice Consulting.
Who are PMA Practice Transitions's main competitors?
Direct peers on record are OMNI Practice Group, DDSmatch, Paragon Dental Practice Transitions, Professional Practice Transitions, Mandel Dental Transitions and Legacy Practice Transitions. Broad incumbents are ADS Transitions, Henry Schein, Patterson Companies and Benco Dental.
Does PMA Practice Transitions have an API?
No public API is recorded for PMA Practice Transitions.
What industry is PMA Practice Transitions in?
PMA Practice Transitions's product category is Dental Practice Brokerage. Its primary akta.pro industry code is FSAEAIAI, Professional Practice Brokerage (Medical/Dental/Legal/Accounting), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 541613 and its SIC code is 8742.