What Ortho Florida does

Ortho Florida LLC is a physician-owned Management Services Organization (MSO) operating the largest orthopedic umbrella group in Florida, founded in the early 2000s by twelve independent orthopedic physicians who broke away from venture capital and corporate acquisition pressures to preserve practice autonomy. Operating under a single tax ID and NPI, the umbrella structure allows individual practices to retain their brand identity, decision-making authority, and community presence while collectively accessing group purchasing power, payer contract negotiations, administrative services, compliance oversight, and revenue cycle management. Headquartered in Boca Raton, the organization has tripled in size over the past six years under CEO Dane C. Trask and now provides coverage across the entire state of Florida.

The service portfolio spans nine core modules — Marketing Services, Virtual Management Services, Group Purchasing, Contract Negotiations, Legislative Advocacy, Billing & Collections, Revenue Integrity, Practice Start-up Services, and Virtual Support Services — delivered through an integrated virtual platform handling scheduling, insurance verification, pre-authorization, billing, claims, documentation, compliance monitoring, and telehealth coordination. The technology stack includes practice management software, EHR integration, HIPAA-compliant virtual support infrastructure, and AI-driven marketing tools such as chatbots, predictive analytics for appointment scheduling, smart CRM systems, and NLP-powered clinical note transcription. Subspecialty sub-brands target joint replacement, spine, hand and upper extremity, hip and knee, sports medicine, and pediatric orthopedic practices.

Ortho Florida generates revenue through MSO/management services fees paid by member practices in exchange for shared administrative resources, collective bargaining with insurance payers, group purchasing discounts, and access to the virtual support platform. The go-to-market motion is consultative and primarily direct, recruiting practices through website inquiries, physician-to-physician referrals within the network, and a newly formalized channel partnership with hospital systems that facilitates physician transitions from employment to independent practice. No fee schedules or pricing tiers are publicly disclosed.

Name

Ortho Florida

Legal name

Ortho Florida LLC

Website

https://orthoflorida.net

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Ortho Florida is a physician-owned, Florida-based MSO operating the state's largest orthopedic umbrella group, providing independent practices with shared administrative services, group purchasing, payer contract negotiations, AI-enabled virtual support, and revenue cycle management across six orthopedic subspecialties.

Ownership category

akta.pro rank

Product category

Healthcare Practice Management Services

NAICS

Offices of Physicians (62111)

SIC

Services-Offices & Clinics Of Doctors Of Medicine (8011)

akta.pro primary industry

Primary Care Networks, Groups & MSOs (HLAFAGAE)

Keywords

• Orthopedic practice management
• Management services organization
• Physician practice support
• Healthcare administrative services
• Independent practice network

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. MSO/Management Services Fees: Ortho Florida operates as a Management Services Organization (MSO), providing administrative, financial, and operational support to independent orthopedic practices. Practices join the network in exchange for membership/support fees, gaining access to group purchasing, payer contract negotiations, billing services, compliance support, and practice management resources. The group structure enables collective bargaining with insurance payers and volume discount programs.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Ortho Florida operates as a physician-owned Management Services Organization (MSO) providing an umbrella group structure that enables independent orthopedic practices in Florida to maintain clinical and operational autonomy while accessing shared administrative resources. Member practices receive group purchasing power for medical supplies and equipment, collective payer contract negotiations, centralized billing and revenue cycle services, compliance and regulatory support, virtual management services, marketing support, and practice management technology under a single tax ID and NPI.

Product overview

Ortho Florida is a physician-owned MSO (Management Services Organization) providing a non-traditional orthopedic umbrella group structure that enables independent practices to maintain autonomy while benefiting from collective resources. The core platform consists of MSO Services offering shared administrative resources, compliance programs, and collective bargaining power. The product portfolio includes six specialty practice support sub-brands (Joint Replacement, Hand & Upper Extremity, Hip & Knee, Spine Orthopedics, Sports Medicine, and Pediatric Orthopedics) that provide tailored resources for each subspecialty. Core add-on modules include Marketing Services, Virtual Management Services, Group Purchasing, Contract Negotiations, Legislative Advocacy, Billing & Collections, Revenue Integrity, Practice Start-up Services, and Virtual Support Services. These modules work together as an integrated ecosystem where member practices retain their brand identity and operational control while accessing group purchasing power, payer contract negotiations, administrative support, and compliance oversight through the umbrella structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Ortho Florida MSO Services Management Services Organization providing an umbrella group structure for independent orthopedic practices, offering shared resources, administrative support, compliance programs, and collective bargaining power while preserving practice autonomy.
• Marketing Services Comprehensive marketing support for orthopedic practices including digital marketing, SEO, social media management, reputation management, and local community engagement designed to enhance practice visibility and patient acquisition.
• Virtual Management Services Remote administrative and practice management support including scheduling, billing, HR management, compliance assistance, and performance analytics to streamline orthopedic practice operations.
• Group Purchasing Collective purchasing program that leverages the network's buying power to negotiate discounted pricing on medical supplies, equipment, and services for member orthopedic practices.
• Contract Negotiations Expert negotiation services leveraging collective bargaining power to secure favorable reimbursement rates with commercial payers on behalf of member orthopedic practices.
• Legislative Advocacy Policy advocacy and regulatory compliance support services that monitor legislative changes, represent member practices before lawmakers, and ensure adherence to healthcare regulations.
• Billing and Collections Centralized billing and collections services for managing claims, reimbursements, and revenue cycle operations for member orthopedic practices.
• Revenue Integrity Revenue cycle auditing and optimization services that identify revenue leaks, ensure accurate charge capture, coding compliance, and maximize reimbursement for orthopedic practices.
• Practice Start-up Services Comprehensive support for physicians establishing new orthopedic practices, including guidance on practice structure, credentialing, staffing, and operational setup.
• Joint Replacement Practice Support Specialized support services for orthopedic practices specializing in joint replacement procedures, including administrative resources, financial management, and operational support.
• Hand and Upper Extremity Practice Support Specialized support services for hand and upper extremity orthopedic practices, including access to advanced technologies, training programs, and collaborative networking opportunities.
• Hip and Knee Practice Support Specialized support services for hip and knee orthopedic practices, providing administrative assistance, clinical support, marketing services, and patient outreach programs.
• Spine Orthopedics Practice Support Specialized support services for spine orthopedic practices, offering administrative assistance, compliance management, financial guidance, and marketing support.
• Sports Medicine Practice Support Specialized support services for sports medicine practices, including administrative assistance, clinical support, financial guidance, and patient outreach.
• Pediatric Orthopedics Practice Support Specialized support services for pediatric orthopedic practices, offering staff training programs, specialist network access, technology implementation, and administrative assistance.
• Virtual Support Services Digital remote services including virtual front desk, telehealth coordination, documentation assistance, billing support, and patient engagement tools designed to reduce administrative strain and improve efficiency.

Quantifiable outcome

• 10-20% average revenue increase for member practices through improved payer contract negotiation
• +2 more outcomes

Segments9 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability8 records

Feature4 records

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• EmergeOrtho: EmergeOrtho is one of the largest independent orthopedic practice groups in the U.S., offering multi-subspecialty musculoskeletal services across multiple states with a comparable physician-led model.
• Healthcare Outcomes Performance Company (HOPCo): HOPCo is a musculoskeletal MSO that partners with orthopedic and spine practices to provide value-based care, data analytics, and practice management services — the closest functional peer to Ortho Florida's orthopedic MSO model.
• Rothman Orthopaedic Institute: Rothman is one of the largest private orthopedic practice groups in the U.S., operating a multi-state physician-led model with similar subspecialty breadth (joint, spine, sports medicine) to Ortho Florida's member network.
• US Orthopaedic Partners: US Orthopaedic Partners is a PE-backed orthopedic practice consolidation platform partnering with independent orthopedic groups across the Southeast — directly competing with Ortho Florida for the same independent practice pipeline.
• Resurgens Orthopaedics: Resurgens is a large multi-subspecialty orthopedic practice group in the Southeast that has navigated PE partnership arrangements, serving as a comparable organizational model to Ortho Florida's network.

Others

• Shields Health Solutions: Shields is a specialty pharmacy and care services MSO that partners with hospital systems and physician practices — comparable as a healthcare MSO that embeds into existing provider organizations.

Broad incumbents

• Aledade: Aledade partners with independent primary care practices to form ACOs and provides practice management, payer contracting, and population health infrastructure — comparable MSO/umbrella model for physician practices.
• OneOncology: OneOncology is a physician-led MSO partnering with independent oncology practices to provide administrative, payer contracting, and value-based care services — analogous structural peer in specialty practice management.
• US Anesthesia Partners: USAP is a specialty physician practice MSO for anesthesiologists, applying the same 'collective bargaining + shared services' model Ortho Florida uses, but in a different specialty — directly comparable as a healthcare MSO archetype.

Regional players

• OrthoIndy: OrthoIndy is a large independent multi-subspecialty orthopedic group in Indiana — comparable organizational archetype (physician-led specialty orthopedic group) operating in a different geography from Ortho Florida.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/orthofl

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ortho Florida