case study
practice transitions institute — consulting launchpad
making complex practice transitions easy to understand online
practice transitions institute partnered with prism to articulate their transition playbook, elevate credibility, and set up measurement across every lead source.
segment
consulting
location
san mateo, ca
client since
june 2025
services
website, local listing optimization
aligning message with mission
practice transitions institute guides dentists through mergers, acquisitions, and ownership shifts.
- developed narrative pillars around readiness, valuation, and leadership alignment
- structured service pages for buyers, sellers, and advisors with clear next steps
- captured proof points and testimonials to build trust with both solo and group practices
digital rollout foundations
our first milestone delivered clarity, credibility, and a way to measure interest.
- launched a modern, mobile-first website that directs dentists to resources and consultations
- optimized local presence and directory listings to reinforce authority in the bay area
- implemented analytics to track lead quality by service line and referral source
deal stories and metrics coming soon
detailed transition playbooks, client spotlights, and pipeline metrics are being produced and will be layered into this study.
- video case story
- lead pipeline insights
- client testimonials
showcase your consulting expertise online
we help advisory teams explain complex services, prove outcomes, and guide prospects toward the right engagement.