Professional Transition Strategies

What Professional Transition Strategies does

Professional Transition Strategies (PTS) is a privately held dental practice brokerage founded in 2006–2007 by Kyle Francis and headquartered in Colorado Springs, Colorado. The firm represents dental practice owners across the United States in the sale, partial buy-in, partnership, merger, and DSO affiliation of their practices, operating in 44 states and reporting more than 550 completed transactions and over $2 billion in cumulative client deal flow. Its primary customer segment is U.S. dental practice owners collecting between $1M and $30M annually, spanning general dentistry, pediatric dentistry, orthodontics, endodontics, periodontics, oral surgery, and prosthodontics; secondary buyer-side segments include individual dentists, emerging groups, dental service organizations (DSOs), and private equity platforms.

The company's core technology is Julia.ai, a proprietary deep-learning matchmaking platform launched in February 2025 that ingests structured and unstructured data to generate weighted Likelihood Scores ranking prospective buyer-seller matches. It is paired with a custom in-house CRM engineered by COO Rebecca Kilibarda, a multi-specialty in-house valuation methodology combining CPA, real estate, equipment, and market-comp teams, and a self-serve buyer-profile portal that provides up to five days of early listing access. PTS has been recognized on the Inc. 5000 list of fastest-growing private companies for five consecutive years.

PTS operates a success-based commercial model: it charges no upfront fees, no retainers, and no cancellation penalties, and earns a single broker commission only on closed transactions. Go-to-market blends sales-led enterprise advisory (dedicated brokers and transition consultants), inside-sales inquiry handling, and a product-led digital entry point through buyer profiles and the AI matcher. The firm has expanded its scope through affiliate brands LuxMed Transition Strategies (medical aesthetics and wellness) and Headwaters Practice Transitions (boutique dental practices), extending the brokerage platform beyond core U.S. dental transitions.

Name

Professional Transition Strategies

Legal name

Professional Transition Strategies

Website

https://professionaltransition.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Professional Transition Strategies is a U.S. dental practice brokerage representing practice owners in sales, buy-ins, partnerships, and DSO affiliations across 44 states, using a proprietary AI matchmaking platform called Julia.ai and a transaction-fee revenue model with no upfront costs.

Ownership category

akta.pro rank

Product category

Dental Practice Brokerage

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Professional Practice Brokerage (Medical/Dental/Legal/Accounting) (FSAEAIAI)

Keywords

• Dental practice brokerage
• Practice transition services
• Dental practice valuations
• Practice M&A advisory
• Practice matchmaking platform

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Broker Commission on Practice Transitions: PTS earns a single broker fee upon successful completion of a dental or medical practice transition (sale, buy-out, merger, DSO affiliation, or partnership). They charge no upfront fees, no retainers, and no penalties for cancellation. The company also provides free practice prospectuses and valuations as client acquisition tools.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Professional Transition Strategies is a dental practice brokerage that facilitates the buying, selling, partnering, merging, and DSO-affiliation of dental and medical practices across the United States. Services are delivered through dedicated broker-advisors supported by Julia.ai, a proprietary deep-learning matchmaking platform, and an in-house multi-specialty team that produces practice valuations, prospectuses, and end-to-end transaction management. The firm charges a single success-based broker fee upon closing and provides free prospectuses, free valuations, and free buyer profile registration as client acquisition tools.

Product overview

Professional Transition Strategies offers a comprehensive dental practice transition platform anchored by Julia.ai, its proprietary AI-powered matchmaking tool. The core offering includes full-service dental practice brokerage (seller and buyer representation), a practice valuation calculator, and an interactive practice listings marketplace. Julia.ai uses deep-learning algorithms to generate Likelihood Scores that match buyers and sellers. The company also operates affiliate brands—LuxMed Transition Strategies for medical aesthetics/wellness practices and Headwaters Practice Transitions for boutique dental practices—extending the platform across adjacent healthcare transition verticals.

Differentiator

Problem solved

Functional benefit

Products and services

• Dental Practice Brokerage Services Full-service dental practice brokerage facilitating buying, selling, merging, partnering, and DSO affiliation of dental and medical practices across 44 U.S. states. Includes seller representation, buyer representation, practice valuations, prospectus development, and end-to-end transaction management supported by an in-house multi-specialty team and dedicated transaction coordinators.
• Julia.ai Proprietary AI-powered matchmaking platform that uses deep-learning algorithms to analyze structured and unstructured buyer and seller data, generating weighted Likelihood Scores that rank compatibility, financial alignment, and strategic fit. Designed for dental entrepreneurs, PE groups, DSOs, and individual buyers seeking practice transitions.
• Practice Valuation Tool Free online practice transition calculator providing valuation estimates based on practice financial figures, with formal in-house valuations accounting for market demand, competition, and unique practice attributes conducted by the firm's CPA, real estate, equipment, and market comparables specialists.
• LuxMed Transition Strategies Affiliate brokerage specializing in practice transitions for medical aesthetics, aesthetic surgery, and wellness clinics. Offers practice valuations, marketing, negotiation, and closing support modeled on the PTS dental practice transition approach.
• Headwaters Practice Transitions Affiliate broker-partner serving independently-owned, boutique dental practices seeking personalized transition solutions for doctor-owners looking to sell to another practitioner. Provides comprehensive support across valuations, practice marketing, negotiations, and closing.

Quantifiable outcome

• 550+ successful practice transitions completed
• +4 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• LuxMed Transition StrategiescoreChannel Partner/ Reseller/ Distributor · 4 February 2025LuxMed Transition Strategies is an affiliate company of Professional Transition Strategies, specializing in practice transitions for medical aesthetics, aesthetic surgery, and wellness clinics. Led by president and CEO Chris Hubble, LuxMed offers practice valuations, marketing, negotiation, and closing support, extending PTS's brokerage model into the medical aesthetics vertical.
• Headwaters Practice TransitionscoreChannel Partner/ Reseller/ DistributorHeadwaters Practice Transitions is a trusted broker-partner serving independently-owned boutique dental practices seeking personalized transition solutions. Led by a team of seasoned dental transition experts, Headwaters provides comprehensive support through every stage — from valuations and practice marketing to negotiations and closing — complementing PTS's broader market approach.
• Give Back a Smile (American Academy of Cosmetic Dentistry)minorOthersGive Back a Smile is a charitable foundation under the American Academy of Cosmetic Dentistry that helps restore the smiles of survivors of sexual and domestic violence. PTS donates a percentage of its revenue to this nonprofit, chosen by the client, upon transaction close. In 2018 PTS donated over $50,000; in 2019 over $107,000; and aimed for $250,000+ by 2020.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Omni Practice Group: Direct competitor in U.S. dental practice brokerage, providing transition, valuation, and buyer/seller representation services with a similar national multi-state footprint.
• AmeriDental Transitions: Dental practice brokerage serving U.S. practice owners and buyers, with comparable seller-representation, valuation, and DSO-affiliation services.
• DDSmatch Southwest / Legacy Practice Transitions: Dental-specific M&A and transition firm with a regional-network model, directly competing for the same buyer and seller pool of dental practice owners.
• Blatchford Transitions: Specialized dental practice brokerage providing seller representation, buyer representation, and valuations — competing head-to-head on the same practice-size band and geographies.
• Paragon Dental Practice Transitions: Dental practice transition and brokerage firm offering listing, valuation, and buyer matching services to independent practice owners and DSOs.
• MBC Transitions (My Business Counsel): Dental and medical practice brokerage with seller and buyer representation, comparable commission-based model and focus on independent practice owners.

Broad incumbents

• Henry Schein Professional Practice Transitions: Henry Schein's practice-transition arm operates inside one of the largest dental supply and services conglomerates, offering brokerage and transition support alongside a much broader product portfolio.
• Benco Dental Practice Transitions: Large dental distribution company offering practice-transition and brokerage services alongside equipment, software, and supply offerings — competing as part of a broader portfolio play.

Emerging players

• Tier3 Transaction Advisors: Boutique M&A advisory serving dental and healthcare practices, with comparable deal-size range and DSO-affiliation focus.
• ACT Dental Practice Transitions: Dental coaching and transition consultancy with practice-sale support, overlapping on the seller-advisory side of the dental transition value chain.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ProfessionalTS
• Facebookfacebook.com/ProfessionalTransitionStrategies
• LinkedInlinkedin.com/company/professional-transition-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Professional Transition Strategies