Practice Transition Consultant
Brent Anderson had the opportunity to help lead the largest dental group on their M&A team buying offices all over the United States, now having been a part of over 300 practice transitions throughout my career. Brent enjoys the relationship aspect of truly understanding what’s important to his clients and building a lifetime friendship with the people he helps navigate through exploring all the different transition options that are in the market. As Brent feels it’s important to have representation to make sure you make the right choice in your decision with your future partners as you typically will only have one chance at doing this with your dental practice. With Brent’s experience on the buy-side and his passion for truly wanting to do what’s best for his clients, this will be a winning receipt for his future success for his clients.
Aeriel has been working in the customer service industry for fourteen years now with experience in a different variety of roles all centering around giving clients the best experience possible. It is important to her that everyone she works with knows that they are being heard and their opinion matters to her.
Coming most recently from a residential real estate background, Aeriel has single-handedly processed and completed almost 2,000 transactions. With a keep eye for detail and organization, she loves the challenge of making sure that every transaction stays on track and the little details never fall through the cracks.
A Colorado native, she loves being outdoors and enjoying the wonderful weather this beautiful state brings. Spending time with her family is one of her favorite things but in her down time she loves a good book!”
VP of Strategic Partnerships
Carrie Naroian is Vice President of Strategic Partnerships at PTS. She attended the University of Louisville and began her career in Human Resources for a top Fortune 500 company. After enjoying many years in HR and personally connecting with over 350 employees daily, Carrie did an about face and began a new and challenging career path in sales & marketing, where she has spent the last 20 years. What prompted her to make that change and what she enjoys most is really getting to know her clients, their business and making that personal connection.
Carrie was born in New England, but has lived in various parts of the country – making her home in Alabama, Kentucky (you know where she always was that first Saturday in May) and in Colorado before making her way back to the coast of Massachusetts with her family where she enjoys the beach, trail riding and all that living on the coast has to offer. In typical New England fashion, she’s a die-hard New England sports fan, but when it comes to college football, you will find her cheering on her son’s team – Texas A&M.
Merger & Acquisition Consultant
Tamara is a professional in the field of buy-side advisory, boasting a wealth of experience in entrepreneurship, mergers and acquisitions, and executive leadership. She joined the team at Professional Transition Strategies after a successful career that included working for a prominent national dental support organization and spearheading the growth of an emerging DSO.
Tamara’s expertise on the buy-side of dental mergers and acquisitions, gained through her tenure at multiple DSOs, grants her a unique vantage point when advising sellers. Her approach to consulting is rooted in establishing and nurturing strong relationships within the industry, enabling her to guide clients through seamless and prosperous transitions.
Outside of work, Tamara can be found on the tennis court, practicing yoga, paddleboarding or traveling with her husband, and daughter.
Kyle Francis, MBA
Founder – President
After receiving his bachelor’s degree in Entrepreneurship and Professional Sales from Baylor University, Kyle completed the MBA program at the University of Colorado with specialties in Finance and Strategy.
In 2007, Kyle created Professional Transition Strategies (formerly Headwaters Practice Consultants) to facilitate the sale of over 400 dental practices exclusively as a seller’s representative. His M&A work has resulted in over 2 billion in total deal flow for his clients. His specialty is offering unique options to sellers allowing them to explore individual, group, and private equity investments to achieve the transition goals of his clients.
Along with his M&A work, Kyle has consulted for practices, medical device companies, and groups of practitioners. He has used this knowledge to help build more than 100 medical and dental start-ups and has helped construct another 100 locations. More recently, he has been an advisor to many practice groups across the country. He has owned all or part of more than 30 practices and has been an investor in multiple DSO concepts.
He and his family live in Colorado Springs where he enjoys golfing, skiing, and hunting as often as he can.
Business Valuation Specialist
Mark completed two bachelor’s degrees in Finance and International Business from New Mexico State University, and later a master’s degree in Finance from Arizona State University. He has experience helping small business owners plan and prepare for retirement while at Vanguard. Mark has also prepared the financial reports for mutual fund products while at BNP Paribas, helping them establish their domestic financial services division.
Mark incorporates an analytical and forward looking approach in his work. Collaboration and communication are a part of his core principles he implements throughout the valuation process.
Outside of work, Mark loves checking out local cafes, going to standup comedy shows, and sharing his playlists with anyone who will listen.
Bailey recently graduated from the University of Colorado Colorado Springs with Magna Cum Laude distinctions for her Bachelor’s in Philosophy. At UCCS Bailey was an active member of the Feminist Club, Philosophy Club, History Club, and a member of the National Society of Leadership and Success. She mastered the skills of critical thinking, problem solving, and communication early on, which aided her success academically and professionally.
She has over 8 years of experience in customer service satisfaction and conflict resolution, with her most recent experience in the tourism industry in Orange Beach, AL. Bailey previously worked under a local criminal defense and personal injury attorney, where she was a criminal defense investigator. She maintained confidentiality with clients, and managed pertinent case information for trial. Before the law office, Bailey spent a year working door-to-door sales in Pueblo, CO., where she made the highest sales for three consecutive months. Her deep understanding of the complexities of law and sales will be an asset to the PTS team and clientele.
Bailey recently relocated back to Colorado after spending the pandemic year with family, and finds herself outside on a trail, in the gym, or writing in her lifestyle and philosophy blog! Bailey’s desire for individual success has positively affected the companies that she invested herself in previously, and is excited to bring that same drive to PTS.
Practice Transition Consultant
Troy has nearly 20 years of experience in the dental industry. Recently, as a Field Sales Consultant, Business Development Specialist, and then Regional Sales Manager for a large dental supplier in Texas and Colorado. He has experience in dental real estate and has enjoyed most of his experience helping dentists transition their practice. Prior to that, Troy worked as an Account Manager and Regional Sales Manager for another dental supply company for nearly 15 years. He developed several new territories and new markets which eventually allowed him to take on a leadership role where he was responsible for coaching and mentoring new Account Managers. This experience allowed Troy to routinely visit several hundred dental clients across different states where he quickly became passionate about the business side of dentistry and dedicated to partnering and helping the Field Sales Consultant and clientele succeed.
His heart and passion have always been where he can be a valuable resource and where our clients can directly benefit from the services that we provide. Troy graduated from the University of Evansville with a Bachelor of Science degree in Business Administration (Marketing and Finance). While at Evansville, he enjoyed a successful basketball career and played in the Division I NCAA tournament. In 2010, it was an honor for him to be selected to the illustrious Indiana Basketball Hall of Fame “Silver Anniversary Team”. Troy has been happily married for the last 22 years and blessed with three amazing children.
Stanton is an experienced Lead Broker at PTS focusing on medical business brokerage with a background in the commercial real estate industry. He is skilled in negotiation, sales, risk management, sales management, and customer service. Stanton graduated from Hobart and William Smith Colleges in Geneva, New York, and is an avid outdoorsman from Colorado who enjoys biking, skiing, alpine touring, and time with his wife and two kids.
Colorado Springs Business Journal, Top 40 Under 40
CoStar PowerBroker 2014, Top Sales Producer for Southern Colorado
Chief Operating Officer
As the chief operating officer at Professional Transition Strategies, Rebecca Kilibarda is responsible for working directly with the president of PTS to develop business operations of the company. Her experience and leadership have been focused on developing and delivering result-driven business services, as well as providing unparalleled customer service and creative solutions. Rebecca has a consistent record of positioning practices for success and providing inventive options to allow the transitioning doctor to accomplish their objective.
As the architect of business strategy, Rebecca has helped lead the team to become one of the top 250 fastest-growing companies in the United States. Through her innovative marketing strategies, she has broadened outreach efforts for all listed practices to ensure an increase in offers and options for transitioning doctors.
Demonstrating both an entrepreneurial and intrapreneurial force, Rebecca has an innate ability to identify and actualize valuable ideas. Through her shrewd strategies to maximize organizational capabilities, operations, and service offerings, she is able to not only deliver advantageous results for her clients but also a structured and seamless process for the PTS team.
As a proud Oklahoman who relocated to Colorado, Rebecca can be found alongside her husband and two sons rooting for the OU Sooners and the Denver Broncos in the fall, skiing the Rocky Mountains in the winter, and fishing for Rainbow Trout in the spring and summer. She is also fluent in Spanish and has her real estate license.
Practice Transition Consultant
Kim has worked in dentistry for the last 30 years. She spent those early years managing and leading large dental practices. Kim eventually served as Director of Operations overseeing multiple dental practices and specialized in the pre and post-acquisition process, until forming her own company, True North Dental Solutions. At True North, Kim focused on practice start-ups, practice management, and continued consulting through the pre and post-acquisition process. Kim went on to merge her company with the Avitus Group to start Avitus Dental Management Solutions, a full service dental consulting firm to include building a successful in-house virtual dental billing company.
Kim is a Certified Professional Business Coach and holds memberships with ADMC, DEN, and AADOM. Kim’s strengths are found in Leadership, Business Development, Business Transition, Startups, and Team Development. Kim is married and has 2 grown children. She loves to run, hike, and to spend time with family and friends, and a day is not complete without reading a good book! One of her greatest accomplishments is co-founding a non-profit with her husband, David, where they Educate, Encourage, and Empower indigenous pastors and church leaders through a literacy program in Uganda, East Africa.
VP of Strategic Partnerships
Ann Rash is Vice President of Strategic Partnerships at PTS. She has a Business Management Degree from Johnson and Wales University. After managing several restaurants across New England, Ann returned to school to earn an additional Bachelor’s Degree is Paralegal Studies. As a Paralegal, Ann specialized in workers’ compensation defense and was an expert in recovering funds for clients from the NH Second Injury Fund. On the defense side, Ann assisted insurance companies and self-insured employers to mitigate exposure and defend against workers’ compensation claims.
For the past 15 years Ann has been assisting clients with their marketing needs and developing custom marketing and advertising plans for high end clients. She has worked with event professionals to increase their targeted outreach and expand brand awareness. Ann is a seasoned professional who is exceptional at bringing valuable insight to any discussion with passion and enthusiasm. Ann’s passion is customer service which allows her to help doctors with goals for their practice and provide option for successful transitions.
Ann and her family have recently relocated to Florida, where they can enjoy the sunshine and boating and biking year round. Growing up in New England, she is a huge hockey fan and is often seen cheering on her Boston Bruins.
Practice Transition Consultant
Todd was born and raised in Columbus, Ohio. He is a military veteran, having served in the Air Force and the Air National Guard as an Air Traffic Controller for the states of Ohio, Colorado, and finally Texas. After the conclusion of his military service, Todd settled in the Dallas-Fort Worth Metroplex and began his career in sales and leadership. Over the next couple of decades, he co-founded and solely financed a dental sales organization that was purchased and integrated by a Fortune 500 Dental Distribution Company. During Todd’s 12 years with that distributor, he led various teams in dental technology, dental software, and veterinary software sales. After exiting the distributor in mid-2019, Todd has been involved in dental practice transitions.
Todd resides in Mansfield, Texas with his wife and 6 rescue animals which is a great passion they share. He and his wife have been blessed with 2 beautiful daughters. His hobbies include playing basketball, guitar, and college football.
Jennifer Sims, CPA
Senior Business Valuation Specialist
Upon receiving her Bachelor’s degree in Business Administration and Accounting from Baylor University, Jennifer obtained her license as a Certified Public Accountant. After working in public accounting as an auditor of financial service companies, Jennifer transitioned her career to dentistry. She has been in the dental field since 2007 as a practice manager and accountant. The aspects of private dental practice that she enjoyed the most were developing the business and staff, and increasing the practice’s efficiency and productivity. Jennifer combines her in-depth knowledge of dentistry with her extensive accounting background to provide our clients with expert valuation services. Jennifer and her family live in Colorado Springs. She enjoys being involved in her children’s activities, traveling, and attending as many sporting events as possible.
Practice Marketing Manager
Kaile Vierstra has a long background in quality customer service, marketing, and office management. She firmly believes that people do business with people they like- and is positive that you’ll like doing business with PTS. Coming from a sports background, she is highly goal-oriented and applies this to her work ethic with PTS. When marketing your practice, Kaile’s unique voice highlights not only the dental opportunity but the entire life experience of the dental practice, community and lifestyle. PTS does things a little differently and we pride ourselves on thinking outside of the box; the same goes for the marketing of your practice. An active go-getter, Kaile and the marketing team don’t wait for interested parties to reach out – she actively seeks out buyers with fresh, innovative methods.
Kaile is excited to be part of the PTS team and maintain the high level of communication the company is known for. Kaile graduated from Western Kentucky University and her love of racing and riding mountain bikes brought her to Colorado Springs. She has since fallen in love with the community and lack of humidity. When not in the office, you’ll find her in North Cheyenne Canon Park on her mountain bike, rock climbing, or trying to tire her Rhodesian Ridgeback, Stratton.
Business Valuation Specialist
Jess has grown up in the dental industry for nearly his entire life. His grandfather, father, uncle, two cousins, and younger brother are all either retired dentists, currently practicing, in dental school or applying. While similarly emersed in dentistry as his family, Jess approaches it from a different angle. He has completed his bachelor’s degree in Accounting from Baylor University. He has experience helping mid-sized firms through the auditing process as an audit intern with Erst and Young. Jess now uses his experiences with both business and dentistry at Professional Transition Strategies to help set up doctors for a successful retirement and practice sale.
Outside of work, Jess loves to rock climb, mountain bike, and snowboard. He also loves to read various types of novels, poetry, and documentaries as well as some occasional writing.
Merger & Acquisition Consultant
Upon earning his bachelor’s degree in Management Information Systems and Professional Selling from Baylor University in 2004, Matt began his career with the largest provider of health products and services rendered to the office-based practitioner in the world. His roles and responsibilities included business and infrastructure development for both private practice dentists as well as dental service organizations. Matt personally facilitated value for a wide range of clients in seeding over 850 dental offices. He was the dental industry’s top producer in revenue for 8 years and had proximity to more than 100M of transacted value. During this tenure, his consultative services included project/practice planning, real estate evaluation, construction evaluation, office design, and maximization of in-office efficiencies. Many of his clients pivoted after their first few ventures, established economies of scale, honed their operations, and transformed themselves into the market leading dental service organizations.
In recent years he has aided healthcare startups in order to navigate sales, scale, and trajectory for both B2B and B2C oral healthcare companies. One of Matt’s most feverish passions is the little known and often overlooked link between oral health and systemic wellness. Matt found great purpose through assisting doctors in conceiving their vision of oral healthcare service from inception through the process of entrepreneurship. Now, he has the privilege of facilitating that same vision on the other side of their career in navigating an effective and purposeful merger or acquisition nurtured by the Professional Transition Strategies team. If you can’t catch this proud father chasing his two kids around Dallas he’s likely indulging in live music or attending an open-wheel racing event.
Our team is dedicated to providing world-class customer service through solutions tailored specifically to each of our clients. Our balance between experience and innovation, history and advanced tech, make us the perfect mix of old and new.
How We Give Back
Professional Transition Services is a proud supporter of the AACD’s Give Back a Smile.
By serving the medical community, we at Professional Transition Strategies understand the value doctors and dentists provide their communities, through giving confidence, medical services, and smiles. That is why we donate a percentage of our revenue to a prestigious and well-serving non-profit organization: Give Back A Smile.
- In 2018, PTS was proud to donate over $50,000 to our charitable partners
- In 2019, this number grew to over $107,000 in donations
- By the end of 2020, our goal is to donate over $250,000
Give Back A Smile is part of The American Academy of Cosmetic Dentistry. This charitable foundation proudly helps heal some of the most traumatic and visible effects of sexual and domestic violence by restoring the smiles of survivors. Many of these domestic assaults on men and women were suffered by the hands of former intimate spouses, partners, and family members, including sexual assaults. Since being established in 1999, Give Back A Smile has restored more than 1,700 lives and smiles.