A long-established, single-physician family medicine practice with a geriatric focus is available for acquisition in coastal Central California. The practice has nearly two decades of continuous community presence, a stable Medicare-weighted patient panel, and has been a participating practice in the Aledade Accountable Care Organization (Medicare Shared Savings Program) since 2020, generating recurring annual shared-savings revenue. The owner is retiring.

KEY INVESTMENT HIGHLIGHTS

* ~550 attributed senior lives under the Aledade ACO - a foundational asset for any value-based-care strategy
* Five consecutive years of revenue and earnings growth (2021-2025)
* 2025: $1,126,287 revenue / $366,792 SDE / 32.6% margin
* Stable and favorable payor mix comprised of approximately 37% traditional Medicare, 56% commercial PPO, 5% Medi-Cal or self-pay, and 2% Medicare Advantage, with no HMO participation.
* ~80% completion rate on Medicare Annual Wellness Visits - a leading indicator of attribution stickiness and shared-savings yield
* ~1,500 active patients; ~5,000 annual encounters
* Bilingual physician and support team (English/Spanish); ~30% Spanish-speaking patient population
* Hospital-attached medical office building with 800 sq ft of expansion-ready adjacent space, supporting a second provider
* Owner serves as a paid Aledade Local Medical Director, coaching other practices on value-based-care performance - institutional-quality VBC playbook embedded in the practice

WHY THIS PRACTICE - TWO BUYER PROFILES

For a mid-career employed primary care physician (ages 40-55) inside a large health system seeking ownership, this is a complete, working alternative on day one: 20 years of patient relationships, an established referral pipeline, modern EHR (Elation) and outsourced RCM (AdvancedMD) already in place, a long-tenured bilingual support team, and a four-and-a-half-day owner schedule. Seller financing of $65,000 is available to a qualified physician buyer.

For a regional primary care or multi-specialty group based in Santa Cruz, Gilroy, Monterey, or Salinas, this is an immediately accretive entry into South Santa Cruz County - a market with structural undersupply of independent primary care. The ~550 attributed senior lives under the Aledade ACO represent the most expensive resource to build organically and the most attractive to acquire. Bilingual capability and adjacent expansion runway support a clean two-provider trajectory without relocation risk.

FINANCIAL SUMMARY (Seller-Reported)

Year Revenue SDE Margin
2025 $1,126,287 $366,792 32.6%
2024 $1,102,183 $368,266 33.4%
2023 $973,284 $352,973 36.3%
2022 $773,487 $277,719 35.9%
2021 $679,090 $227,129 33.5%

Recurring annual Medicare shared-savings payments are received each fall from the prior performance year through the Aledade ACO and are reflected in the figures above.

TRANSACTION

Asking Price: $640,000 - $575,000 cash at close plus a $65,000 seller-carry note to a qualified physician buyer, secured by practice assets. $25,000 minimum earnest money to open escrow. Accounts receivable excluded. ~$20,000 estimated FF&E value included. No leased equipment to assume. Landlord (20-year relationship) prepared to enter a fresh 5+5+5 long-term lease with the buyer.

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 Strategic Medical Brokers LLC - Shaun Rudgear #BR008458000