Professional Consultant

FAMILY MEDICINE

monterey county family & geriatric practice

Monterey County Family & Geriatric Practice

An established primary care practice is available for acquisition in California. The practice has built a stable, Medicare-weighted patient panel, strong patient relationships, and an established foundation for value-based care. The practice offers an established operating platform and experienced support team. The owner is transitioning out of the practice. KEY INVESTMENT HIGHLIGHTS Approximately 550 attributed senior lives, providing an established foundation for a value-based-care strategy • Consistent historical financial performance • Strong historical revenue and seller earnings • Medicare-weighted payor mix with an established patient base • Strong Medicare Annual Wellness Visit participation and patient engagement • Approximately 1,500 active patients and 5,000 annual encounters • Bilingual physician and support team serving a diverse patient population WHY THIS PRACTICE For a physician seeking ownership, this practice offers an established platform with patient relationships, referral sources, established value-based-care infrastructure, electronic medical records, outsourced revenue-cycle support, and an experienced bilingual support team. The current owner has created an efficient operating model that provides a buyer with an established platform from day one. For a regional primary care or multispecialty group looking to expand in California, the practice offers an established patient base, Medicare concentration, value-based-care infrastructure, and additional capacity for growth. The established senior patient base provides a platform that would otherwise take significant time and resources to develop organically. The bilingual team and adjacent expansion space provide a clear path to increased capacity. FINANCIAL SUMMARY Historical financial performance and detailed financial information are available to qualified buyers following execution of an NDA. TRANSACTION Transaction terms and detailed financial information are available to qualified buyers following execution of an NDA. NEXT STEP A signed NDA grants access to the full Confidential Information Memorandum, which includes detailed financial breakdowns, payor mix analysis, complete service-line revenue, lease documentation, and other operational detail. Serious inquiries only. In Association with broker, Scott Reid of ParaSell, Inc. (California Lic #02101543)

Turnkey Family Practice, Omaha NE Metro | $2.8M Rev

Rare opportunity to acquire a well-established, full-service family medicine practice serving the Bellevue and greater Omaha, NE metro for 40+ years. This is a turnkey platform with a loyal, multi-generational patient base — not a startup and not a fixer-upper. The incoming physician steps into a full schedule and an experienced team from day one. KEY HIGHLIGHTS
• ~$2.8M gross collections (2025) with strong Seller\’s Discretionary Earnings of ~$880K.
• Runs largely WITHOUT the owner: the physician-owner accounts for only ~12-16% of collections. Four experienced PA-Cs and a tenured management team drive daily production and operations — neutralizing the #1 risk of buying a doctor-owned practice.
• ~19,000 annual encounters, ~7,000 active patients, 36,000+ records, and 15-20 new patients/week — almost entirely by word of mouth, with minimal marketing spend.
• Premium payor profile: ~70% commercial insurance, low Medicaid exposure.
• Differentiated, high-margin CASH-PAY service lines: anti-aging & regenerative medicine, hormone replacement (including pellet therapy), peptide therapy, genetic testing, and a pharmaceutical-grade supplement line.
• Vertically integrated: on-site full lab and X-ray reduce referral leakage and capture ancillary revenue.
• Clean operation: no debt, no litigation, no compliance issues, no liens.
• 8,600 sq ft single-level facility, 20-25 exam rooms — capacity for additional providers and extended hours.
• Fully independent — no MSO, ACO, CIN, or hospital affiliation. Full clinical and operational autonomy.
• Award-winning local reputation; longest-running family practice in its county. IDEAL BUYER An employed physician ready for independence, a regional family-medicine group expanding into the Midwest, or a wellness/anti-aging platform acquirer seeking an established cash-pay engine inside a profitable primary care base. TRANSITION Planned, orderly succession. The owner will support an extended, compensated transition to protect continuity of care, and the experienced staff is expected to remain. OFFERED AT $1,600,000 — $1,440,000 cash at close plus $160,000 seller financing available to a qualified physician buyer. Competitive physician-practice financing and SBA 7(a) options available.

Qualified buyers must sign an NDA and complete a buyer profile. Contact us for the full Confidential Information Memorandum. All figures are Seller-provided and subject to buyer verification in due diligence. Presented by Strategic Medical Brokers in association with ParaSell, Inc.

West Phoenix Primary Care: 3,022 Patients, Seller Financing

Established internal medicine and primary care practice in West Phoenix, Arizona, offered for acquisition. The practice serves a loyal, well-insured panel of 3,022 active patients – including 1,457 senior (age 65+) lives – from a single, modern clinic running on the eClinicalWorks EMR platform. This is a rare opportunity to acquire a turnkey primary care platform with a high-quality payer mix. Approximately 61% of patients carry commercial insurance, with another 23% on Medicare or Medicare Advantage and only about 6% on Medicaid (AHCCCS). The book is diversified across 124 distinct payers, with no single carrier exceeding roughly 18% of the panel – limiting reimbursement-concentration risk. Engagement is strong: about 90% of patients are active and roughly 72% have been seen within the past 12 months. The patient base skews toward attractive, recurring primary-care demand. Median patient age is 61, the panel is balanced by gender, and a large 50-64 cohort is steadily aging into Medicare – supporting chronic-care management, annual wellness visits, and value-based care opportunities for years to come. The business was recently created by consolidating three legacy clinic locations into the single West Phoenix office now offered. Trailing gross revenues were approximately $1.65M (2023), $2.10M (2024), and $1.49M (2025), a three-year average near $1.74M. The 2025 figure reflects the consolidation/transition year rather than patient attrition – the active panel and payer mix remain intact. Notably, the practice has been operated remotely by out-of-state ownership, leaving clear upside for a hands-on owner-operator or local platform to drive organic growth. The offering is structured as an asset sale at $550,000, with $175,000 in seller financing available to qualified buyers (10-year amortization, 10% interest, balloon due in 48 months) – reducing upfront capital and reflecting the seller\’s confidence in a smooth transition. Furniture, fixtures, medical equipment, and supplies are included; accounts receivable are excluded. The clinical real estate is held by a related entity and available to lease. Qualified, interested parties must execute a confidentiality agreement to receive the full Confidential Information Memorandum and supporting due-diligence materials. All inquiries are handled exclusively through the broker.

Profitable Value-Based Primary Care Platform | ~40% Capitated

Rare opportunity to acquire a profitable, founder-led primary care platform in one of the most Medicare Advantage-dense markets in the country (South Broward County, Florida). Unlike the fee-for-service practices that dominate the acquisition market, this practice has already made the transition to value-based care: roughly 40% of revenue is capitated – recurring monthly per-member payments tied to panel size, supplemented by quality and shared-savings incentives. The practice serves approximately 7,000 active patients, including about 1,200 Medicare Advantage and 540 traditional Medicare lives (a ~1,740-life Medicare panel), and participates in accountable care organizations (ACOs) and clinically integrated networks with active HEDIS quality reporting. That infrastructure – established payor relationships, quality-reporting discipline, and a recurring risk-based revenue base – is exactly what strategic and financial buyers pursuing value-based care are competing to acquire. FINANCIAL HIGHLIGHTS – 2025 gross revenue: $3,317,705 (a five-year high) – 2025 discretionary earnings (SDE): $957,304 (28.9% margin) – Five-year average owner earnings above $1,000,000 – Asking price: $2,100,000 The earnings profile is uncommon among independent primary care practices and is directly attributable to the recurring, capitated payor mix that cushions the practice from fee-for-service volume swings. Top-line revenue has grown three years running. Founder continuity de-risks the transition. The board-certified founding physician intends to remain with the practice after closing and continue treating patients – preserving patient, staff, payor, and referral relationships through the transition, the single biggest risk in any primary care acquisition. The clinical team includes two physicians, two physician assistants, and a nurse practitioner, supported by roughly 25 experienced administrative and clinical staff, many with 10-15+ years of tenure. An offer has been extended to an additional physician assistant. The practice occupies a modern facility of roughly 5,217 sq. ft. with 13 exam rooms and capacity for at least one additional provider today – a built-in runway for panel and revenue growth with no major capital expense. Growth has come almost entirely through referrals and word-of-mouth (4.8-star average rating, 500+ reviews), leaving digital marketing, online scheduling, deeper value-based contracting, Medicare Advantage panel expansion, and added ancillary services as clear, low-cost levers for a new owner. Seller financing is available to a qualified physician buyer ($300,000 seller-carryback note; $1,800,000 cash at close), signaling genuine confidence in continuity and post-close performance – an alignment of incentives that materially de-risks the transaction. Serious, qualified buyers must execute a confidentiality/non-disclosure agreement to receive the full Confidential Information Memorandum, detailed financials, and a management discussion. Accounts receivable are excluded from the sale. In Association with ParaSell, Inc. | A Licensed Florida Broker

Integrated VBC Primary Care | Obesity Med | ACO | $1.85M | Phoenix AZ

This is a rare opportunity to acquire an established, operationally mature integrated primary care and wellness platform operating from two clinical locations in the Phoenix metropolitan area. The practice combines primary care, obesity medicine, physical therapy, occupational therapy, dietetics, psychology, and health coaching under a single Tax Identification Number and unified EHR. No peer practice in Maricopa County replicates this model. FINANCIAL PERFORMANCE 2025 Gross Revenue: $1,846,973 2024 Gross Revenue: $1,687,342 2023 Gross Revenue: $1,412,305 2-Year CAGR: 14.4% | 3-Year Revenue Growth: +30.8% Asking Price: $1,950,000 — just 1.06x 2025 gross revenue NON-FFS RECURRING REVENUE: $309,000+ (2025) This practice generates over $309,000 in recurring, non-visit revenue annually — rare for an independent primary care practice of this size. – Medicare CCM: $224,000 from 174 enrolled patients; monthly recurring, independent of visit volume – Cash-Pay Wellness Programs: ~$180,000 from 164 patients across four structured program tiers – ACO Incentives (Aledade Western Region): $85,000+; 360+ attested lives; Year 1 track record PATIENT PANEL – 4,720+ active patients (since 2023) | 6,420 total EHR records | HubSpot CRM: 7,410 contacts – 1,628 assigned Medicare/MA patients: 773 traditional Medicare + 855 Medicare Advantage – Payor mix: 64% commercial, 16% Medicare, 13% Medicare Advantage, 4% Medicaid – Top conditions: obesity, metabolic disease, cardiovascular, hypertension, behavioral health THE CCM OPPORTUNITY Only 174 of 773 assigned traditional Medicare patients are currently enrolled in CCM. Full enrollment projects to nearly $1,000,000 in annual recurring revenue from the existing panel — zero new patients required. WHAT\’S INCLUDED – Two operational clinical sites, Phoenix metro area – 28 employees: 2 MDs, 4 PAs, 1 PT, 1 OT, 1 RDN, 1 coach, 16 support staff – Charm EHR, HubSpot CRM (7,410 contacts), 3 registered trademarks – Branded patient wellness app, teaching kitchen, member portal, e-commerce infrastructure – Active ACO relationship (Aledade), active CCM program ($224K/yr), all payor contracts Seller financing: $292,500. Minimum EMD: $25,000. Accounts receivable excluded. NDA required. Contact Strategic Medical Brokers for the full Confidential Information Memorandum.

17-Yr Concierge Family Practice – $257K SDE – Phoenix, AZ

Established Concierge Family Medicine Practice – $257K SDE – Phoenix, AZ Profitable concierge family medicine practice with a 17-year operating history, an approximately 400-member recurring-revenue base, and a true 32-hour clinical week — available for acquisition in one of the fastest-growing healthcare markets in the United States. Sale is owner-motivated due to physician retirement, not distress. FINANCIAL PERFORMANCE 2025 Revenue: $794,586 2025 SDE: $257,526 (32.4% margin) 5-Year Revenue Growth: +17.5% (2021–2025) 5-Year SDE Growth: +25.8% SDE margin averaged 30.9% across the five-year window. THE BUSINESS A concierge (direct-pay) family medicine model serving approximately 400 long-tenured members ages 12 and older (~65% age 60+). Revenue is generated primarily through recurring concierge membership fees, supplemented by in-office services, procedures, and ancillary care. The practice operates Monday–Thursday 9:00 AM – 4:00 PM and Friday 8:00 AM – 3:00 PM with direct 24/7 patient phone/text access, though after-hours patient volume is minimal. Clinical care is delivered by 1 DO (selling, retiring) and 1 FNP-C (continuing), supported by an office manager and a clinical/administrative assistant. Average staff tenure is approximately 5 years. HEADLINE GROWTH OPPORTUNITY Current annual membership pricing is approximately $1,800 — materially below the $2,500–$3,500 market range for hybrid concierge models (membership combined with insurance billing for covered services). Repricing the existing ~400-member panel is estimated to produce an additional $280,000 to $480,000 in annual earnings — a 109%–186% increase over 2025 SDE — without new patient acquisition, marketing spend, service-line buildout, or facility investment. This is the single highest-impact, lowest-complexity growth lever available to a buyer. WHY THIS DEAL STANDS OUT – Recurring, subscription-style revenue (not insurance-dependent fee-for-service) – Documented financial resilience through the COVID era and recent inflationary cycle – ~32-hour clinical week — no nights, no weekends, no RVU treadmill – Stable team — the nurse practitioner and clinical/admin assistant intend to remain following a sale – Modern, fully integrated EMR and accounting/payroll stack – Hospital-campus location adjacent to specialists, lab, and imaging – Zero historical paid marketing spend — revenue has grown entirely on word-of-mouth – Already-launched service lines (medical aesthetics, IV hydration) ramping with diversification upside IDEAL BUYER PROFILES 1) The employed physician ready to leave the system — trade the RVU treadmill for ownership of an established member book with documented economics and a working operating template. 2) The solo primary-care owner facing insurance reimbursement pressure — step into a recurring-revenue model with a turnkey concierge platform: staff, systems, and patient base intact. 3) The existing concierge or direct-primary-care group — bolt on a 400-member Phoenix-market panel without standing up a new location from zero. TRANSACTION SUMMARY Asking Price: $435,000 Structure: Cash at closing Seller Carryback: $40,000 available to a qualified physician buyer (secured by practice assets and personal guaranty) Earnest Money: $25,000 minimum to open escrow Accounts Receivable: Excluded from the sale Non-Compete: To be mutually agreed Transition Support: Available at market-based compensation; term and schedule by mutual agreement A signed NDA is required to receive expanded financial detail, facility photos, a 3D office tour, and access to an FAQ video with the owner.

Established Family Medicine | Austin Area | 914 Senior Pts | $1.2M Rev

Rare opportunity to acquire a 30-year family medicine practice in Central Texas — 30 miles from Austin — with proven financial stability and an exceptionally loyal patient base. FINANCIAL PERFORMANCE Revenue has held steady between $1.16M and $1.28M for five consecutive years, driven by a deeply entrenched patient panel and organic referrals. Seller\’s Discretionary Earnings have ranged from $485K to $700K annually, representing margins of 41%–57%. PATIENT BASE & PAYER MIX The practice carries 914 active Medicare/Medicare Advantage patients — a high-value senior panel generating recurring, relationship-based visits year over year. Overall payer mix: 54% commercial and 37% Medicare, with major national carriers contracted. The practice adds ~25 new patients per month entirely through word of mouth — zero marketing spend required. OPERATIONS Monthly visits: ~754. Annual encounters: 9,048. Avg: ~37 visits per working day. Nine experienced staff members — including an Office Manager, Billing Specialist, Patient Service Specialist, and three Medical Assistants — are day-one operational assets. FOR THE EMPLOYED PHYSICIAN Leave corporate medicine and step into a functioning practice with an established brand, trained staff, proven revenue, and no marketing dependency. Owner will provide a flexible transition to ensure continuity. FOR THE GROUP PRACTICE Add a satellite in the Austin metro\’s fastest-growing submarket — with established payer contracts, experienced staff, and a patient panel ready day one. TRANSACTION SUMMARY Asking Price: $850,000 | $750K cash at close + $100K seller carry-back note to a qualified buyer | $25K earnest money deposit | AR excluded | Transition by mutual agreement.

Est. 27-Yr Family Medicine & Personal Injury Practice – East Valley

Family Medicine & Personal Injury Practice This is a turnkey family medicine and personal injury practice in the East Valley of metropolitan Phoenix, generating $660K in annual revenue with $185K in owner earnings (SDE). Established in 1998, this practice has operated continuously at the same location for 27 years, building deep community roots and a loyal base of 2,182 active patients. The owner is a board-certified DO with 35+ years of experience who is preparing for a well-earned retirement. What makes this practice stand out is its dual revenue engine. Approximately 50% of revenue comes from traditional family medicine — wellness visits, chronic disease management, and acute care. The other 50% comes from personal injury (PI), workers\’ compensation, and musculoskeletal injury cases. PI and occupational medicine patients reimburse at materially higher rates than standard office visits and require multiple follow-up appointments, driving strong per-patient revenue. The practice typically generates 2–4 new PI or OccMed patients per week through established attorney and employer referral relationships that transfer with the sale. Core services include comprehensive physicals, chronic disease management, acute visits, osteopathic manipulative treatment (OMT), electrical muscle stimulation, massage therapy, medication management, and therapeutic exercise programs. The practice participates in fee-for-service commercial insurance plans, Medicare, and supplemental plans. It does not participate in Medicaid/AHCCCS. The operation is fully staffed with an experienced, loyal team: a reception coordinator, medical assistant, billing and coding specialist, billing supervisor, accountant, and medical records clerk. All current employees have expressed their intention to stay. There is also an open bilingual medical assistant position ready to be filled by a new owner. The practice runs on a cloud-based EMR with an integrated patient portal, voice dictation software for documentation, and QuickBooks for accounting. The no-show rate is just 5–10% thanks to automated text/email reminders and a no-overbooking policy. New patients are typically scheduled within seven days. The asking price of $350,000 includes all furniture, medical equipment, supplies, goodwill, trade name, phone numbers, and patient records. The seller will provide a $50,000 seller-carryback note to a qualified physician buyer, bringing the cash requirement at close to $300,000. Accounts receivable are excluded. The building suite is also available for purchase at $485,000, offering a path to real estate ownership. This is a compelling opportunity for a primary care physician — DO or MD — or a small group looking to acquire a cash-flowing practice with a differentiated service mix, an experienced team, and significant untapped growth potential in one of Arizona\’s fastest-growing metro areas.

Est. 41-Year Family Medicine Practice for Sale – Arlington, TX (DFW)

Turn-key opportunity with loyal multi-generational patients Well-established, solo-physician Family Medicine practice available for acquisition in Arlington, Texas, in the heart of the Dallas–Fort Worth metroplex. Founded in 1984, this practice has operated continuously for more than 41 years and has maintained an uninterrupted presence in the same medical office complex since 1993—offering exceptional continuity of care and deep community trust. The practice focuses on adult primary care, delivering a full range of services including preventive care, chronic disease management (hypertension, diabetes, hyperlipidemia, cardiovascular risk), acute illness evaluation, medication management, in-office lab testing, immunizations, and coordination of specialty referrals. The clinical model is straightforward, relationship-driven, and built on long-term patient loyalty. In 2025, the practice recorded 3,285 patient encounters and 159 new patients, supported by 1,359 active patients and 4,266 total patient records. The patient population skews toward middle-aged and older adults (45–75+), with strong Medicare penetration—making the panel well suited for value-based care programs, Annual Wellness Visits, Chronic Care Management (CCM), and population health initiatives. Operations run on a lean, highly experienced team: one full-time physician and two full-time support staff with an average tenure exceeding 20 years. This stability minimizes transition risk and training burden for a new owner. The practice uses AdvancedMD as its EHR (since 2017), supports online scheduling, patient portal communication, and telemedicine, and maintains a no-show rate under 5%. Five-year gross revenues have ranged from $352K to $427K. Two-year average Seller\’s Earnings (2023–2024) are $201,208, reflecting stable owner income from a mature, efficiently operated practice. The asking price of $245,000 includes $195,000 cash at close and a $50,000 seller-carryback note for a qualified buyer. Accounts receivable are excluded. This is an ideal opportunity for an individual physician seeking a turnkey, autonomous practice—or for a strategic buyer, multi-site operator, or PE-backed platform looking for a low-risk tuck-in acquisition in the DFW market with established payer contracts, excess provider capacity, and multiple levers for post-acquisition growth. Goodwill, trade names, phone numbers, furniture, equipment, and supplies are included. Lease is 1,676 sq. ft. at $3,097/mo through April 2027.

Scroll to Top