For owners

Run a real process, not a single conversation.

Selling your agency is completing years of work. We make sure it goes to the right buyer, at a price the market will actually support, on terms you understand before you sign.

Why use an advisor

The first offer is rarely the best one.

An unsolicited offer isn't a market offer.

A buyer who calls you first is pricing against nobody. You only learn what the market will pay when qualified buyers see the agency at the same time.

Diligence is where deals get hard.

Most sellers who get overwhelmed get overwhelmed after the LOI. We prepare you for the questions before a buyer asks them.

Competition improves price and terms.

When buyers know they're not alone, offers get cleaner. Fewer contingencies, faster timelines, better structure.

How it works

How a sale runs, start to finish.

Timing is typical, not promised. Diligence findings and state licensing move it most.

01ValuationAbout 1 week

We gather billing, payroll, and expenses and deliver a Broker's Opinion of Value.

02PreparationWeeks 1 to 3

Engagement signed. We normalize the financials, document add-backs, and adjust owner compensation.

03MaterialsWeeks 2 to 6

A blind teaser, the full CIM, an organized data room, and a targeted list of pre-qualified buyers.

04OutreachWeeks 4 to 8

Teasers go out quietly. Buyers sign NDAs before they see the CIM or anything that identifies you.

05Buyer calls and LOIsWeeks 6 to 12

Structured intro calls, then we collect, compare, and negotiate letters of intent. Exclusivity starts when you sign one.

06Diligence and agreementWeeks 10 to 22

The buyer verifies financial, clinical, compliance, and legal. We keep momentum through the APA, and a management agreement if licensing is slow.

07Close and CHOWVaries by state

Funds wire. Licenses and payor contracts transfer. The deal is done when the money lands, not before.

Free guide for owners

How to Increase Your Agency's Worth

A home care owner's guide to a higher sale price.

Most agencies aren't ready to sell, and that's fine. Every gap is fixable, and the same fixes that raise your price make the agency easier to run today, whether you sell next year or never.

Free. Confidential. Unsubscribe anytime.

What's inside
FinancialsBooks a buyer can trust: monthly bookkeeping, tracked add-backs, accrual accounting, and stable census.
ComplianceThe issues buyers walk away from: EVV below 85%, unpaid overtime, 1099 caregivers, profit share for office staff.
OperationsAn agency that runs for two weeks without you, with a professional admin team and every payor enrolled.
Growth engineA W-2 marketer, a documented marketing system, and a referral log, so growth doesn't depend on you.
Legal and riskClean corporate history, no open liabilities, proper insurance, and a lease that can transfer.
The right advisorsWhy your attorney needs home care M&A experience, and what to ask any advisor.
The honest version

About 90 days if you're ready. Longer if you're not.

Well-prepared sellers can close in about three months. Many deals take four to six. A few run past a year, usually because of slow state licensing or something diligence found that could have been fixed earlier. We'll tell you which one you're likely looking at before we start.

Confidential by default

Your staff, clients, and referral sources find out when you decide.

No listing sites. No blast marketing. Every buyer signs an NDA before seeing anything that identifies the agency. We work mostly with cash buyers, so you're not waiting on SBA financing.

See where your agency stands.

A confidential first conversation. If a sale makes sense, we'll show you what it would take.