SHAUN RUDGEAR

·        Master Certified Business Intermediary (MCBI), IBBA — The only advisor in the healthcare M&A industry to hold this designation.

·        Mergers & Acquisitions Master Intermediary (M&AMI), M&A Source — One of three top-tier national designations Shaun holds simultaneously.

·        Certified Business Intermediary (CBI), IBBA — The IBBA’s foundational professional credential for business intermediaries.

·        Certified Business Broker (CBB), Arizona Business Brokers Association (AZBBA) — State-level certification recognizing professional standards in Arizona.

·        Certified Exit Planning Advisor (CEPA®), Exit Planning Institute — Credential enabling the Value Acceleration Methodology across the full owner-exit lifecycle.

·        2022 IBBA Chairman’s Circle Award — Earned by fewer than 98 advisors nationwide, recognizing exceptional performance and professional contribution.

·        President, Arizona Business Brokers Association (AZBBA) (2021–2023); Vice President (2020–2021) — Led the state’s primary business brokerage association through a period of growth and credentialing focus.

·        Co-Owner and Practice Administrator, three medical practices in Scottsdale, Arizona (13 years) — Operated an endocrinology practice, an integrative medicine practice, and a medical spa — the lived experience that defines SMB’s advisory model.

·        Arizona Real Estate Broker, licensed since 1991 — 27 years in real estate brokerage and commercial property valuation before transitioning to medical practice exit advisory.

Shaun F. Rudgear is the Founder and CEO of Strategic Medical Brokers (SMB), a Phoenix-based exit advisory firm specializing exclusively in physician-owned medical practice transitions. He is the nation’s most credentialed advisor in this space — holding the MCBI (Master Certified Business Intermediary), M&AMI (Mergers & Acquisitions Master Intermediary), CBI, CBB, and CEPA designations — and the only advisor in the medical practice M&A industry to simultaneously hold the top credential from the IBBA, M&A Source, and the Exit Planning Institute.

His path into exit planning is grounded in operational experience few advisors can claim. For 13 years, Shaun co-owned and administered three medical practices in Scottsdale, Arizona. That firsthand, practitioner-level understanding of what physician-owners face — the staffing decisions, the partnership dynamics, the weight of a practice built over decades — shapes every client engagement. Combined with 27 years in real estate brokerage and commercial property valuation, his advisory perspective is built on what he has actually lived, not only what he has studied.

Shaun pursued the CEPA designation to move SMB’s practice from reactive transaction support to proactive, owner-centered exit planning. Using the Value Acceleration Methodology, SMB now positions as the central advisor in physician-owner transitions — coordinating CPAs, estate attorneys, wealth managers, and value acceleration partners under one integrated strategy, often beginning three to seven years before any liquidity event. The work is no longer only about closing a sale. It is about helping owners build all three legs of the stool: business value, personal financial readiness, and a plan for life after the practice.

He is a 2022 IBBA Chairman’s Circle Award recipient — earned by fewer than 98 advisors nationwide — and served as President of the Arizona Business Brokers Association (AZBBA) from 2021 to 2023. He is an active member of the IBBA, M&A Source, the National Society of Certified Healthcare Business Consultants, and the Medical Group Management Association.

SMB’s mission is direct: to build the most trusted physician exit advisory firm in the country — guiding practice owners to clarity, confidence, and legacy-preserving outcomes. One conversation at a time.

Shaun is currently planning his own exit from SMB. His understanding of the owner’s journey is not theoretical. He is living it.

·        Master Certified Business Intermediary (MCBI), IBBA — The only advisor in the healthcare M&A industry to hold this designation.

·        Mergers & Acquisitions Master Intermediary (M&AMI), M&A Source — One of three top-tier national designations Shaun holds simultaneously.

·        Certified Business Intermediary (CBI), IBBA — The IBBA’s foundational professional credential for business intermediaries.

·        Certified Business Broker (CBB), Arizona Business Brokers Association (AZBBA) — State-level certification recognizing professional standards in Arizona.

·        Certified Exit Planning Advisor (CEPA®), Exit Planning Institute — Credential enabling the Value Acceleration Methodology across the full owner-exit lifecycle.

·        2022 IBBA Chairman’s Circle Award — Earned by fewer than 98 advisors nationwide, recognizing exceptional performance and professional contribution.

·        President, Arizona Business Brokers Association (AZBBA) (2021–2023); Vice President (2020–2021) — Led the state’s primary business brokerage association through a period of growth and credentialing focus.

·        Co-Owner and Practice Administrator, three medical practices in Scottsdale, Arizona (13 years) — Operated an endocrinology practice, an integrative medicine practice, and a medical spa — the lived experience that defines SMB’s advisory model.

·        Arizona Real Estate Broker, licensed since 1991 — 27 years in real estate brokerage and commercial property valuation before transitioning to medical practice exit advisory.

Shaun F. Rudgear is the Founder and CEO of Strategic Medical Brokers (SMB), a Phoenix-based exit advisory firm specializing exclusively in physician-owned medical practice transitions. He is the nation’s most credentialed advisor in this space — holding the MCBI (Master Certified Business Intermediary), M&AMI (Mergers & Acquisitions Master Intermediary), CBI, CBB, and CEPA designations — and the only advisor in the medical practice M&A industry to simultaneously hold the top credential from the IBBA, M&A Source, and the Exit Planning Institute.

His path into exit planning is grounded in operational experience few advisors can claim. For 13 years, Shaun co-owned and administered three medical practices in Scottsdale, Arizona. That firsthand, practitioner-level understanding of what physician-owners face — the staffing decisions, the partnership dynamics, the weight of a practice built over decades — shapes every client engagement. Combined with 27 years in real estate brokerage and commercial property valuation, his advisory perspective is built on what he has actually lived, not only what he has studied.

Shaun pursued the CEPA designation to move SMB’s practice from reactive transaction support to proactive, owner-centered exit planning. Using the Value Acceleration Methodology, SMB now positions as the central advisor in physician-owner transitions — coordinating CPAs, estate attorneys, wealth managers, and value acceleration partners under one integrated strategy, often beginning three to seven years before any liquidity event. The work is no longer only about closing a sale. It is about helping owners build all three legs of the stool: business value, personal financial readiness, and a plan for life after the practice.

He is a 2022 IBBA Chairman’s Circle Award recipient — earned by fewer than 98 advisors nationwide — and served as President of the Arizona Business Brokers Association (AZBBA) from 2021 to 2023. He is an active member of the IBBA, M&A Source, the National Society of Certified Healthcare Business Consultants, and the Medical Group Management Association.

SMB’s mission is direct: to build the most trusted physician exit advisory firm in the country — guiding practice owners to clarity, confidence, and legacy-preserving outcomes. One conversation at a time.

Shaun is currently planning his own exit from SMB. His understanding of the owner’s journey is not theoretical. He is living it.