1. Executive Summary
- Concierge Medical Practice
-
Location: Orlando, Florida
-
Listing Price: $1,300,000
-
Sale Price: $1,200,000
-
Structure: Stock Sale
-
Financing: SBA Loan
Business Overview
Established in 1995, this practice built a three-decade reputation serving the Central Florida community. Unlike traditional practices reliant on insurance reimbursements, this clinic operated on a private fee-for-service model, providing a stable and predictable revenue stream.
-
Facilities: A 2,000 sq. ft. office located on Turkey Lake Road, near the Disney/resort corridor.
-
Operations: Managed by a non-medical professional owner working approximately 15 hours per week, supported by two managers and two full-time employees.
Financial Profile
The practice demonstrated consistent growth leading up to the sale:
-
2025 Annualized Revenue: $1,604,541
-
Seller’s Discretionary Earnings (SDE): $410,091 (2025 annualized)
-
2024 SDE: $332,894
-
Assets Included: Approximately $100,798 in Inventory and FF&E (medical equipment and furniture).
Deal Structure & Financing
The transaction was uniquely structured as a stock sale, which is often preferred in healthcare to ensure the continuity of medical licenses, provider numbers, and existing contracts without the need for complex re-credentialing required in an asset sale.
-
SBA Financing: Despite the “Stock Sale” structure (which can sometimes be more complex for SBA lenders), the business’s strong cash flow and 30-year history made it an ideal candidate for a government-guaranteed loan.
-
Valuation: The final sale price of $1.2 million represents a multiple of approximately 2.9x SDE, a competitive rate for a turnkey, semi-absentee healthcare business in a high-growth market.
Strategic Growth Opportunities
The buyer inherited a “primed” business with several immediate levers for expansion:
-
Telemedicine: Expanding out-call services digitally.
-
Weight Loss & Specialized Wellness: Leveraging the existing affluent client base for high-margin ancillary services.
-
Geographic Expansion: Utilizing “locum” subcontractors to extend the concierge footprint throughout Florida.
The sale of this practice underscores the resilience of the concierge medicine sector. By utilizing SBA financing to complete a stock purchase, the buyer secured a legacy institution with immediate cash flow while maintaining the operational integrity of a 30-year-old brand.
Michael Shea represents the Tampa Florida Transworld office. In business since 2005, he has established a reputation as a trusted business broker across Florida’s key markets- from Tampa to Orlando, Melbourne, and more. Over the past two decades, Michael and his team have closed over $1 Billion in sold business volume and presided over more than 450 transactions. His credentials include the IBBA Certified Business Intermediary®, and most recently, the prestigious Certified Exit Planning Advisor® (CEPA) credential.