The Growth Engine
$30B in Bundled Revenue Creates an Entire Economy.
At portfolio scale, the environment doesn’t just hold practices — it generates
demand for everything around them. Supply chains, billing, staffing, insurance,
real estate, capital. Today, roughly 30% of that revenue flows to outside vendors.
Inside the environment, each of those becomes its own business — its own division
under the holding company — compounding value and adding to the market cap of
the entire ecosystem.
Every vertical is its own business. Every business compounds the value of everything around it. Every participant’s piece grows with it. That’s not a portfolio. That’s an economy.