Success Stories
What Happens When Doctors Trust Us with Their Life’s Work
Our success stories in medical practices highlight real-world examples of smooth transitions, successful acquisitions, and strategic solutions that improved operational efficiency. These stories demonstrate our expertise in navigating complex medical brokerage scenarios, delivering customized strategies, and achieving outstanding results for our clients.
Success Story: Audiology Associates of East Texas, Inc. Preserving a 37-Year Legacy Amid Crisis—Full-Price Sale Secured in Just 7 Months When longtime audiologist Dr. David Twomey fell seriously ill, his family faced an agonizing question: What happens to the practice he spent nearly four decades building? Audiology Associates of East...
Success Story: Bright Stars Pediatrics, PA From Valuation Gap to 30% Value Growth—and the Perfect Exit for a Mission-Driven Physician When Dr. Karen Pilgrim-King first contacted Strategic Medical Brokers (SMB), she wasn’t quite ready to sell. What she wanted was clarity: Was the goodwill of the pediatric practice she had nurtured for over...
Success Story: Frederick County Pediatrics, LLC A 38-Year Career Culminates in a Strategic Exit—and a Practice That Continues to Thrive Dr. James Lee had already devoted 38 years to pediatrics in Frederick County, Maryland, including 13 years building Frederick County Pediatrics (FCP) into a high-quality, community-rooted practice. After branching...
Success Story: Phoenix West Internal Medicine, LLC From DIY Disappointment to a Full-Value Strategic Exit—With Zero Regrets For Dr. Fernando De Castro, the journey to selling his internal medicine practice wasn’t a straight line. After building Phoenix West Internal Medicine from the ground up in 2006, he began receiving unsolicited interest...
Success Story: Associated Family Physicians of Boca Raton Preserving a 30-Year Legacy with a Seamless Transition and Full-Price Sale When the four physician-owners of Associated Family Physicians (AFP) in Boca Raton, FL began discussing retirement, they knew their goals extended far beyond a sale price. With over 9,400 active patients, including...
Success Story: Dr. Frances Capraro From Uncertain Future to Seamless Transition in Under 10 Months After decades of compassionate service in primary care, Dr. Frances Capraro knew it was time to start planning her retirement. Like many physicians, she wasn’t just looking for a sale—she was looking for the right successor to carry her legacy...
Success Story: Sarasota Wellness & Medical Center From Frustration to Full-Price Freedom Client: Dr. Sheri Weinstein, Founder & Medical Director Specialty: Concierge Internal Medicine & Functional Wellness Location: Sarasota, Florida Annual Revenue: $2,286,000 Members: 302 Practice Type: Concierge Medicine The Challenge After being...
Success Story: The Heart Institute of Venice From Race Against Time to Retired on His Terms Client: Dr. Barry Weckesser, Cardiologist | Venice, Florida Annual Revenue: $1.6M | Active Patients: 3,900 | Workweek: 4 days The Challenge Dr. Barry Weckesser engaged Strategic Medical Brokers (SMB) in November 2021 with just over a year left on his...
Success Story: Psychcheck, LLC From “You Are the Practice” to $950K Retirement in Costa Rica Client: Dr. John Beck, Neuropsychologist & Founder Specialty: Forensic Neuropsychology & Psychological Evaluation Location: Phoenix, Arizona Years in Business: Since 1981 Practice Sold For: $950,000 The Challenge After four decades building...