PROFESSIONAL TRANSITION STRATEGIES

Mergers and acquisitions advisory firm PTS brought us in to build messaging and sales tools that would tell the story of their work helping dental practices maximize their value during the sales and acquisition process.

OVERVIEW

Professional Transition Strategies (PTS) is a team of M&A Advisors who help dental practices leverage and maximize their value. The team at PTS has built a track-record of success serving dental practices centered around their philosophy of putting dentists and what's best for them first. They needed a way to stand out in the competitive market and tell this authentic story in a way that would effectively reach and attract dentists at three unique stages of their careers.

OUR WORK

Through an Instant Clarity session we zeroed in on the ways PTS differentiates itself and identified messaging that would resonate with their ideal customers.

Using the intelligence gained from our Instant Clarity session we identified the need to reach dentists at three unique stages of their careers. We created one overall brand video and then three separate video assets that specifically speak to each audience. The individual videos reach each of PTS' ideal dentist customers with key messages that clearly demonstrate the value of their services.

Based on their strong reputation and long list of satisfied customers, we knew sharing the stories of past clients would be one of the most powerful ways to show the expertise and effectiveness of the PTS team.

Story On Purpose helped PTS identify the right clients to tell their story on video for each key dental practice customer. The result is a brand video where past clients who are relatable to current prospects do all the boasting and explain in their own words how PTS helped them reach their goals. We also included interviews with PTS team members to introduce prospective dentists to the experts who will help them through their process. This has created a deeper connection showcasing the authenticity and caring, client-focused, high-energy company culture at PTS.

THE RESULTS

PTS now has a custom tool set with authentic messaging that differentiates them and clearly communicates their value proposition to dentists and strategic partners. It has resulted in a more efficient sales and marketing process for PTS with a higher conversion rate. PTS has continued their strong growth, making the #Inc5000 list three straight years since working with Story on Purpose.

“Professional Transition Strategies prides itself in helping dentists maximize the value of their businesses. Working with Story on Purpose aligned our team and empowered us to more clearly tell our story. The content we created together has helped attract our ideal clients and it’s helped drive our healthy culture internally.”