Strategic Medical Brokers

What Strategic Medical Brokers does

Strategic Medical Brokers is a privately held, boutique healthcare business brokerage firm headquartered at 20860 N. Tatum Boulevard, Suite 300, Phoenix, Arizona. The company specializes exclusively in facilitating the sale, acquisition, and transition of medical and dental practices, serving physician-owners, prospective physician buyers, and investors across 25+ U.S. states. Core service lines include Medical Practice Sales and Brokerage, Buyer Representation Services, Dental Practice Sales and Brokerage, Medical Practice Valuation (formal appraisals and Broker Opinion of Value), Commercial Real Estate Valuation for healthcare properties (delivered via a Clear Capital partnership), Exit Planning advisory, Targeted Practice Search, and Practice Financing Assistance connecting clients with SBA lenders and private equity sources. The firm is led by Founder and CEO Shaun F. Rudgear (M&AMI, MCBI, CEPA), a nationally recognized expert in medical practice M&A with more than 20 years of healthcare experience.

The business model is purely transaction-fee based: the firm charges no upfront retainer and earns its commission only upon successful closing of a practice sale, supplemented by separate fees for valuation and CRE BPO services. The sales process is human-broker-led and structured across discovery consultation, valuation, confidential marketing, buyer qualification, negotiation, due diligence, and closing support. There is no proprietary technology platform, API, or software product; supporting assets are content-driven (Healthcare Insights blog, video library, 10-chapter eBook, white papers, and a self-service Medical Practice Valuation Calculator) and serve primarily as lead-generation and education tools rather than transactional infrastructure.

Commercial traction is supported by public claims of 100+ facilitated practice transitions, an 85% sell-through rate within 12 months (described as 4x the industry average), and a multi-year run of IBBA Top Producer awards (2020–2023) culminating in the 2026 IBBA Chairman's Circle Award. The team comprises at least seven named members including a physician-broker partner, a Director of Finance, a Director of Operations, an Associate Broker, and supporting marketing/executive roles. Distribution is direct-to-physician across web, SEO, LinkedIn, Facebook, Instagram, YouTube, and free discovery consultations; the firm is BBB accredited and WCAG 2.0 AA compliant. No institutional investment, acquisitions, or parent company ownership has been disclosed.

Name

Strategic Medical Brokers

Legal name

Strategic Medical Brokers

Website

https://strategicmedicalbrokers.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Medical Brokers is a Phoenix-based boutique brokerage that facilitates the sale, acquisition, and transition of medical and dental practices, serving physician-owners and buyers across 25+ U.S. states on a commission-only, transaction-fee basis.

Ownership category

akta.pro rank

Product category

Healthcare Business Brokerage

NAICS

Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Professional Practice Brokerage (Medical/Dental/Legal/Accounting) (FSAEAIAI)

akta.pro secondary industries

Sell-Side Business Brokerage (FSAEAIAC), Lower Middle-Market Business Brokerage (FSAEAIAB)

Keywords

• Medical practice brokerage
• Practice sales
• Practice valuation
• Healthcare M&A
• Exit planning

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Commission on Sale Completion: Strategic Medical Brokers does not charge any upfront retainers. The company analyzes the practice and guides the seller through the entire process. The broker's fee is received at closing when a buyer is found — the seller pays the commission upon successful transaction completion.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Strategic Medical Brokers is a boutique healthcare business brokerage firm that facilitates the sale, acquisition, and transition of medical and dental practices. The firm provides end-to-end brokerage services including practice valuation, confidential marketing, qualified buyer identification, negotiation, due diligence management, and closing support, with commissions earned only upon successful transaction completion.

Product overview

Strategic Medical Brokers operates as a boutique medical practice brokerage firm providing a comprehensive suite of services for physicians and healthcare providers seeking to buy, sell, or transition their practices. The core offering centers on medical practice sales and brokerage (including dental practice services), supported by complementary practice valuation services including formal appraisals and Broker Opinion of Value (BOV), commercial real estate valuation, and an online Medical Practice Valuation Calculator for self-service estimates. The firm provides exit planning advisory services, targeted practice acquisition search, buyer representation, and practice financing assistance connecting clients with SBA loans, private equity, and specialized lenders. Additional value-added services include a video library with educational content, industry research reports (BizBuySell, IBBA Market Pulse), an eBook guide on maximizing practice value, white papers, and a professional advisors referral network. The company emphasizes personalized, physician-owned service with over 80 years of combined healthcare and brokerage experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Medical Practice Sales and Brokerage

Quantifiable outcome

• 85% of practices sell within 12 months — 4x the industry average
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Clear CapitalsupportingTechnology or IntegrationClear Capital provides Commercial Broker Price Opinion (BPO) reports for Strategic Medical Brokers' commercial real estate valuation services. The partnership delivers interior site inspections, property condition assessments, comparable sales analysis, income capitalization reports, and reconciliation services for commercial properties including medical office buildings, surgery centers, dental clinics, and urgent care facilities. Reports are completed within 15-20 days and can save clients $1,000 or more compared to traditional appraisals.

Scale indicators6 records

Recent moves2 records

Expansion highlights6 records

Broad incumbents

• Sunbelt Business Brokers: Largest U.S. business brokerage franchise network handling SMB transactions across many industries including healthcare practices. Comparable as a competitor in the same practice brokerage category, though it operates as a broad generalist rather than a healthcare specialist.
• VR Business Brokers / Mergers & Acquisitions: Established national business brokerage and M&A franchise serving lower middle-market transactions including healthcare practices. Comparable as a competitor in the practice sale and acquisition category, but positioned as a multi-industry incumbent rather than a healthcare specialist.

Emerging players

• Cornerstone Business Services: Mid-sized business brokerage firm handling healthcare and professional practice transactions. Comparable because it competes in the same professional practice transition space, though with a smaller healthcare-specific track record than SMB.

Direct peers

• Medical Practice Brokers: Direct competitor specializing in the sale and valuation of medical practices across the U.S. Highly comparable because it serves the same physician-seller and buyer segments with the same success-fee brokerage model and similar transaction-size focus.
• Catalyst Healthcare Advisors: Healthcare-focused M&A and succession advisory firm serving dental and medical practice owners. Directly comparable as a specialized practice transition advisor with valuation, exit planning, and buyer representation services similar to SMB's offering.
• DDSmatch Southwest: Dental practice brokerage and transition advisor serving buyers and sellers in the Southwest U.S. Comparable as a healthcare-specialized practice broker offering valuation, listing, and closing support, mirroring SMB's dental practice service line.
• Aldridge Borden & Company: Brokerage firm with deep medical and dental practice transition practice across multiple U.S. states. Comparable because it focuses on the same professional practice seller/buyer segment and operates a similarly credentialed, advisor-driven transaction model.

Others

• IBBA / M&A Source Market Pulse: International Business Brokers Association — the trade body whose awards and market data SMB prominently cites. Not a direct competitor, but a peer ecosystem participant whose Top Producer and Chairman's Circle awards shape SMB's competitive positioning and credibility narrative.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Medical_Brokers
• YouTubeyoutube.com/@StrategicMedicalBrokersLLC
• Facebookfacebook.com/strategicmedicalbrokers
• LinkedInlinkedin.com/company/strategicmedicalbrokers
• Instagraminstagram.com/strategicmedicalbrokers

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

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 Strategic Medical Brokers