Commercial M&A Advisory

Maximizing Value for Commercial Business Owners

JP Realty Source specializes in mergers and acquisitions for privately held businesses across healthcare and transportation & logistics — delivering discreet, strategic guidance from valuation through closing.

$1M
Revenue Floor
$20M
Revenue Ceiling
3–8×
Typical EBITDA Multiple
CA
DRE Lic. #01743980
Medical Practices
Imaging Centers
Labs & Diagnostics
Trucking & Freight
Transportation & Logistics
Distribution Companies
Our Focus
Market SegmentLower Middle Market
SectorHealthcare & Transportation
Deal TypeFull Sale & Recapitalization
Revenue Range$1M – $20M
Buyer TypesPE, Strategic, Family Office
LicenseCA DRE #01743980

Advisors Who Understand Your Industry

JP Realty Source is a specialized commercial M&A advisory firm serving privately held businesses across two dynamic sectors — healthcare and transportation & logistics. We represent business owners in transactions ranging from full ownership transfers to minority recapitalizations designed to fuel growth.

In healthcare, we bring deep knowledge of regulatory, operational, and financial dynamics — from payer contracts and licensing structures to provider credentialing and compliance. In transportation and logistics, we understand fleet operations, contract structures, DOT regulations, and the unique valuation challenges of asset-heavy businesses.

Expert Advisory for Sellers & Buyers

For Business Owners

Thinking About Selling?

Whether your timeline is now or two years from now, the decisions you make today will directly impact what your business sells for.

  • Complete confidentiality throughout the process
  • No upfront fees — we earn when you close
  • Access to PE firms, strategic buyers & family offices
  • Expert deal structuring: full sale or recapitalization
For Acquirers

Looking to Acquire?

Buying a healthcare or transportation business is one of the most complex transactions you can undertake. You need advisors who know the space.

  • Quality of earnings analysis & due diligence support
  • Access to confidential off-market listings
  • Financial benchmarking against comparable deals
  • $5,000 flat fee for 40 hours of buyer advisory

Start a Confidential Conversation

Whether you are ready to go to market or simply exploring your options, we welcome the conversation. All inquiries are held in strict confidence.

Email
info@jprealtysource.com
License
CA DRE #01743980

Selling Your Business On Your Terms

Most owners only sell a business once. We make sure they do it right — with complete confidentiality, institutional-quality advisory, and a strategy built around your goals.

What You Get When You Work With Us

Whether your timeline is now or two years from now, the decisions you make today will directly impact what your business sells for.

Complete Confidentiality
Your employees, customers, and competitors will never know your business is for sale. We manage every step discreetly, protecting your business until closing day.
Maximum Value
We prepare your business to command top dollar — normalizing financials, identifying value drivers, and creating competitive tension among qualified buyers.
You Control the Timeline
There is no pressure to move faster than you are ready. We work around your schedule, your goals, and your life — six months or two years out.
Access to Qualified Buyers
We maintain relationships with private equity groups, strategic acquirers, family offices, and individual investors actively seeking acquisitions.
Expert Deal Structuring
From full buyouts to partial recapitalizations and earn-out arrangements, we help you evaluate every offer on its merits — price, terms, and life after closing.
No Upfront Fees
We are compensated only when your transaction closes successfully. Our interests are fully aligned with yours — we do not get paid until you do.
"Most owners only sell a business once. We make sure they do it right."
At JP Realty Source, every engagement begins with a confidential conversation — no obligation, no pressure. We listen first, then build a strategy around your goals, your timeline, and what matters most to you after the sale.
Is Your Business Ready to Sell?
A few key indicators that now may be the right time:
  • 2+ years of stable or growing revenue
  • Clean, organized financial records
  • A strong team that can operate without you
  • A clear reason to sell — retirement, growth, or transition
  • Curiosity about what your business is worth

What to Expect When Selling

A successful commercial transaction begins long before a buyer signs. Here is how we guide owners from first conversation to final closing.

01
Confidential Consultation
We begin with a private discussion of your goals, timeline, and business profile — no obligation, no disclosure.
02
Valuation & Positioning
We analyze three years of financials and prepare a defensible valuation using EBITDA multiples specific to your specialty.
03
Confidential Marketing
A professionally prepared CIM is presented to pre-qualified strategic buyers, private equity, and family offices.
04
Offer & Negotiation
We manage LOI submissions, evaluate deal terms, and negotiate on your behalf to maximize both price and structure.
05
Due Diligence
We coordinate document flow, manage buyer inquiries, and keep the process on track through the diligence period.
06
Closing
Final agreements are executed and the transaction closes. We remain available post-close to support your transition.

Commercial M&A Valuations

Most businesses are valued as a multiple of EBITDA. The multiple you receive depends on a range of factors specific to your business, sector, and market conditions.

Key Value Drivers

01Consistent revenue growth over 2–3 years
02Strong and diversified payer mix
03Clean compliance and licensing history
04Experienced, stable clinical and admin staff
05Documented systems and transferable operations
06Low owner dependence and strong referral base
07Favorable lease terms and geographic positioning
08Scalable platform with growth runway
Typical EBITDA Multiples by Sector
Multi-Site Medical Practice5–8×
Imaging & Diagnostics5–7×
Transportation & Logistics4–7×
Trucking & Freight3–6×
Clinical Laboratory4–6×
Distribution & Last-Mile3–5×
Multiples reflect current market conditions and vary based on quality of earnings, growth trajectory, and buyer profile. Contact us for a confidential assessment specific to your business.

Business Valuation Calculator

Enter your business details for a preliminary EBITDA-based valuation estimate. For a full confidential assessment, contact us directly.

Your Estimated
Valuation Range
Fill in your business details and click the button to generate your estimate.

Advisory Services Built for Your Business

Every engagement is structured around your specific exit objectives, deal timeline, and long-term priorities.

Business Sales
Full-service sell-side representation from pre-market preparation through closing, with access to a curated national buyer network.
PE Recapitalization
Partial sale structures that allow founders to realize liquidity today while retaining equity upside in the next phase of growth.
Business Valuation
Comprehensive EBITDA-based valuations grounded in current market transaction data and industry-specific benchmarks.
Buyer Representation
Advisory services for buyers seeking commercial acquisitions in healthcare or transportation & logistics.
CIM Preparation
Institutional-quality confidential information memorandums that present your business compellingly to sophisticated buyers.
Transaction Advisory
Ongoing strategic counsel throughout negotiation and due diligence to protect your interests and optimize deal outcomes.

Acquire with Confidence

Buying a healthcare or transportation business is one of the most consequential decisions you can make. We provide the sector expertise, due diligence support, and deal intelligence to help you move decisively — and avoid costly mistakes.

What You Get When You Acquire With Us

Most buyers go into acquisitions underinformed. We change that — giving you the same institutional-level analysis that private equity firms rely on, tailored to healthcare and transportation deals.

Quality of Earnings Analysis
We go beyond the income statement to assess normalized, recurring revenue — separating real cash flow from one-time items that can inflate a seller's asking price.
Operational Due Diligence
We evaluate staffing, workflow, compliance, licensing, vendor agreements, and lease terms — so you know exactly what you're acquiring before you commit.
Financial Benchmarking
We contextualize the target business against comparable transactions — giving you the market data to negotiate from a position of strength, not guesswork.
Deal Structuring Guidance
Asset vs. stock sale, earn-outs, seller financing, working capital adjustments — we help you evaluate every structure and its tax, liability, and operational implications.
Access to Off-Market Deals
Our network gives buyers exclusive access to businesses not publicly listed — healthcare practices, labs, trucking companies, and logistics operators actively considering a sale.
Flat-Fee, No Surprises
Our buyer advisory engagement is a straightforward $5,000 flat fee for 40 hours of dedicated support — no retainer creep, no commission on the purchase price.
"The right acquisition can be transformational. The wrong one can be catastrophic. We help you tell the difference."
At JP Realty Source, buyer clients receive the same institutional rigor we bring to sell-side engagements. We are sector specialists — not generalists — which means our analysis goes deeper where it matters most: healthcare compliance, transportation operations, and lower middle market deal dynamics.
Advisory Services for Buyers
$5,000 · 40 Hours of Advisory
Our engagement covers quality of earnings review, financial analysis, labor cost assessment, lease and operations evaluation, and full due diligence support.
  • Revenue $1M – $20M target range
  • Healthcare or transportation sector
  • PE groups, strategics, or individual buyers
  • First-time or experienced acquirers welcome

What to Expect When Buying

From target identification to closing day, here is how we guide buyers through every stage of a commercial acquisition.

01
Define Your Criteria
We begin by understanding your acquisition goals — sector preference, revenue range, geography, deal structure, and post-close involvement expectations.
02
Target Identification
We match you with active listings and source off-market opportunities within our proprietary network of business owners considering a sale.
03
NDA & Initial Review
After signing a mutual NDA, we provide confidential financials and operational summaries to assess fit before you invest time in deeper diligence.
04
Due Diligence
We conduct quality of earnings analysis, operational review, compliance checks, and financial benchmarking to give you a complete picture of what you are buying.
05
Offer & Negotiation
We help you structure a competitive LOI, negotiate deal terms, and evaluate seller responses — keeping your interests protected throughout.
06
Closing & Transition
We coordinate with legal and financial teams to reach a clean close, and remain available post-acquisition to support your ownership transition.

Built for Every Type of Acquirer

Whether you are a first-time buyer, a platform company looking to expand, or a fund deploying capital — our advisory adapts to your strategy.

Individual Buyers
First-time acquirers and operator-buyers entering healthcare or transportation for the first time. We provide the guidance and deal infrastructure you need to compete with institutional buyers.
Strategic Acquirers
Established operators seeking bolt-on acquisitions to expand geography, service lines, or capacity. We source and vet targets aligned with your platform's growth thesis.
Private Equity Groups
PE firms and family offices building or expanding healthcare or transportation platforms. We provide proprietary deal flow and sector-specific diligence support from LOI through close.

Available Businesses

All listings are handled with complete confidentiality. Business details — including financials, location, and owner information — are released only after a signed NDA.

Port Drayage & Logistics · Chino, CA
56-Year Legacy Port Drayage Company
Active
Gross Revenue
$4.1M
Cash Flow (SDE)
$797,317
Asking Price
$2.5M
Established
1970
Family-owned port drayage and logistics company serving the Ports of Los Angeles and Long Beach. Turnkey and debt-free, with a fully paid-off fleet, 20 experienced drivers, and an operations team willing to stay on. Seller financing available; owner retiring after a 90-day transition.
Freight Forwarding · Gardena, CA
NVOCC Freight Forwarding Book of Business
Active
Gross Revenue
$4.05M
Cash Flow (SDE)
$212K
Asking Price
$750K
Established
2001
Established NVOCC freight forwarding company operating since 2001, with a loyal customer base, recurring commercial accounts, and long-standing carrier relationships. Strategically located near the Ports of Los Angeles and Long Beach. Turnkey book of business; seller will train and can stay on for up to three years.

All businesses are listed confidentially. Detailed financials, location, and owner information are provided only after execution of a signed NDA. Additional listings available upon request.

Access Listings with a Signed NDA

All business listings and confidential information are protected. Before any details are shared, buyers are required to sign our Non-Disclosure Agreement. The process takes less than five minutes.

Four Steps to Full Access

Once your NDA is on file, we unlock detailed financials, owner background, location, and all supporting materials for any listing you are evaluating.

01
Download the NDA
Click the button to save our two-page Buyer Non-Disclosure Agreement as a PDF. Review it at your own pace — no pressure, no commitment.
02
Sign & Return
Print, complete all fields, sign, and return both pages to info@jprealtysource.com. Both pages must be included.
03
Receive Confirmation
We confirm receipt within one business day. Once confirmed, you receive access to detailed business information.
04
Access Confidential Details
With your NDA on file, we share financials, location, owner background, and all relevant materials for your evaluation.
NON-DISCLOSURE AGREEMENT
This Non-Disclosure Agreement ("Agreement") is entered into as of the date of execution below between JP Realty Source ("Advisor") and the undersigned party ("Recipient")...
1. CONFIDENTIAL INFORMATION
Recipient agrees to hold in strict confidence all non-public information disclosed in connection with the evaluation of any business opportunity presented by Advisor...
2. NON-DISCLOSURE OBLIGATIONS
Recipient shall not disclose, copy, or use any Confidential Information for any purpose other than evaluating the opportunity described herein...
Download Your NDA
Standard two-page NDA. Sign and return to gain immediate access to all active listings and confidential business information.
2 PagesStandard TermsCA Governed
Download NDA (PDF)

Prefer email? Request it here

Or call us directly at 310-892-0841

People You Can Trust

In M&A advisory, relationships are everything. Our team brings decades of combined experience in business brokerage, healthcare, and transportation — advisors who truly understand your world.

JP
Jose Padilla
Founder & Managing Advisor
Jose Padilla is the founder and managing advisor of JP Realty Source, a commercial M&A advisory firm he built to serve privately held businesses in the lower middle market. With over 15 years of experience advising business owners on exit strategy, valuation, and transaction execution, Jose earned his undergraduate degree from the University of Southern California and went on to attend law school — giving his clients a distinct advantage at the negotiating table and through due diligence. His expertise spans healthcare services and transportation & logistics, where regulatory nuance and operational complexity require genuine sector knowledge.
USC AlumniLaw SchoolCA DRE #01743980HealthcareTransportation
SS
Samantha Swanson
M&A Advisor
Samantha Swanson brings something rare to M&A advisory — she has been on the other side of the table. Over a 30-year career, she built and operated a successful regional transportation company from the ground up, then founded and scaled a luxury medical spa in Scottsdale, Arizona — two businesses she built and sold on her own terms. Having lived through two successful exits across two very different industries, Samantha understands what business owners experience: the emotional weight of letting go, the importance of timing, and what it truly means to maximize value before going to market.
TransportationHealthcare & WellnessEntrepreneurSell-Side Advisory
We Are Growing

Interested in Joining JP Realty Source?

We are actively seeking experienced M&A advisors, business brokers, and industry professionals with backgrounds in healthcare, transportation, logistics, or commercial real estate.

Commission-Based Flexible Schedule Mentorship & Training
Apply to Join Our Team

Tools, Insights & Documents

Everything you need to educate yourself, refer a client, or access confidential listing information — all in one place.

Frequently Asked Questions

Answers to the questions we hear most often from business owners considering a sale.

How long does it typically take to sell a business?

Most transactions close within 6 to 12 months from the time we go to market. Well-prepared businesses with clean financials tend to close faster.

Will my employees or customers find out the business is for sale?

Confidentiality is our top priority. We never disclose your identity or intent to sell without permission. All buyers sign an NDA before receiving any information.

How much does it cost to work with JP Realty Source?

We work on a success-fee basis for sellers — no upfront costs. For buyer advisory services, we charge a flat fee of $5,000 for 40 hours of advisory support.

How is my business valued?

Most businesses are valued using a multiple of EBITDA. Healthcare businesses typically trade at 3–8x EBITDA, while transportation ranges from 3–7x depending on fleet, contracts, and cash flow quality.

What documents do I need to start the process?

To begin, we typically need three years of tax returns, profit and loss statements, and a current balance sheet. We guide you through every step.

Can I stay involved after the sale?

Yes. Many sellers remain involved through a transition period, consulting agreement, or partial ownership stake. The level of involvement post-sale is fully negotiable.

What types of buyers will you approach?

We reach out to strategic buyers, private equity groups, family offices, and qualified individual buyers. The right buyer depends on your goals — clean exit or continued growth.

What is a recapitalization and is it right for me?

A recap allows you to sell a majority stake (60–80%) to a PE partner while retaining a minority interest — taking chips off the table today while staying invested in the next growth phase.

Knowledge for Business Owners

Practical guidance on selling, valuing, and navigating M&A transactions in healthcare and transportation.

For Sellers · Healthcare
How to Prepare Your Medical Practice for Sale
Most practice owners wait too long to start preparing. The businesses that command top multiples have clean financials, documented systems, and a team that runs without the owner.
Valuation · Transportation
What Buyers Look for in a Trucking Company
Fleet condition, contract diversity, driver retention, and route profitability all drive value in a trucking transaction. Understanding this helps you present your business in the strongest possible light.
M&A Process · All Sectors
Understanding EBITDA and Why It Drives Your Sale Price
EBITDA is the most important number in your M&A transaction — and most owners do not fully understand how it is calculated or how to improve it before going to market.
Strategy · For Sellers
Private Equity vs. Strategic Buyer: Which Is Right for You?
The type of buyer you choose affects price, deal structure, culture, and your life after closing. PE and strategic buyers have very different objectives — knowing the difference is critical.
Exit Planning · Healthcare
The 5 Mistakes Healthcare Owners Make When Selling
From underestimating the timeline to accepting the first offer, these common mistakes can cost business owners hundreds of thousands of dollars.
Recapitalization · All Sectors
Why a Partial Sale Might Be Better Than a Full Exit
A recapitalization allows you to take significant liquidity off the table while staying invested in the company's upside — the best of both worlds for owners not ready to fully exit.

We Reward Great Partnerships

When you refer a business owner or buyer to us, we make sure your partnership is recognized and rewarded.

Who Can Refer
Any professional — attorneys, CPAs, financial planners, lenders, real estate agents, and industry contacts — is welcome to participate.
Confidentiality Guaranteed
All referrals and client information are handled with the same level of discretion we extend to every engagement.
How You Get Paid
Your referral fee is paid at closing, directly from commissions received by JP Realty Source. No upfront costs — we handle everything.
1%
Referral fee of up to 1% of the total sale price.
Paid at closing from commissions received by JP Realty Source. Submit the form and we take it from there.
Submit a Referral
Complete the form below to register your referral. We will confirm receipt promptly and keep you informed throughout the engagement.
By submitting this form you agree that all information provided is accurate. JP Realty Source will contact you to confirm receipt. Referral fees are subject to a fully executed referral agreement and successful closing. CA DRE #01743980.

Privacy Policy

How we collect, use, and protect the information you share with us — and the choices you have.

Last updated: June 25, 2026

JP Realty Source ("JP Realty Source," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what we collect through our website, how we use and protect it, and the choices available to you. By using our website or submitting information through our forms, you agree to the practices described below.

1. Information We Collect

We collect the information you choose to provide when you contact us or use the forms on our site, including:

  • Contact and inquiry information — your name, email address, phone number, and any details you include when you request a consultation, a valuation, listing information, or other assistance.
  • Referral information — if you submit a referral, your contact details along with any information you provide about the business or owner you are referring.
  • Career inquiries — information you provide when expressing interest in joining our team.
  • Newsletter sign-ups — the email address you provide to receive our updates.

Our website is designed to collect as little information automatically as possible. We do not use advertising or cross-site tracking cookies. The third-party services that help deliver our site (described below) may receive standard technical information, such as your IP address, as part of providing the website to you.

2. How We Use Your Information

We use the information you provide to respond to your inquiries and communicate with you; to provide and discuss our advisory and brokerage services; to evaluate and follow up on referrals and career inquiries; to send you our newsletter if you have requested it; and to meet our legal and regulatory obligations. All inquiries and client information are handled with the discretion and confidentiality that are central to our work.

3. How We Share Your Information

We do not sell your personal information. We share it only as needed to operate our business and serve you:

  • Service providers — trusted vendors who help us operate the website and process form submissions, and who may use your information only to provide services to us.
  • Transaction parties — where you have engaged us, we may share information with parties to a potential transaction as necessary to advance your objectives, consistent with any confidentiality agreements in place.
  • Legal requirements — when required by law, regulation, or legal process, or to protect the rights, safety, and property of our clients, our firm, or others.

4. Third-Party Services

We rely on the following third-party services to operate this website:

  • Web3Forms — processes submissions from our contact, referral, newsletter, and career forms and delivers them to us by email.
  • Google Fonts — provides the typefaces used on the site.

These providers process information under their own privacy policies, which we encourage you to review.

5. Data Retention

We keep personal information only as long as needed for the purposes described in this policy, to maintain our business records, and to satisfy legal and regulatory requirements. We then delete or de-identify it.

6. Data Security

We take reasonable measures to protect the information you share with us. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Your Privacy Choices

You may ask what personal information we hold about you, request that we correct or delete it, and unsubscribe from our newsletter at any time. To make a request, contact us using the details below.

8. California Privacy Rights

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), as amended, including the right to know what personal information we collect and how we use it, the right to request its deletion or correction, and the right not to be discriminated against for exercising these rights. We do not sell your personal information or share it for cross-context behavioral advertising. To exercise any of these rights, contact us using the information below, and we will respond as required by applicable law.

9. Children's Privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us and we will delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. We encourage you to review this page periodically.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

JP Realty Source
Email: info@jprealtysource.com
Phone: 310-892-0841
CA DRE #01743980