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
- CashPay 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, ecommerce 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.
