HOME HEALTH
Home Health M&A Advisory
Selling a home health agency isn’t just a financial decision. It affects your staff, your referral relationships, your patients, and the future of the business you’ve spent years building.
At Mertz Taggart, we work with home health owners who want clear answers, thoughtful guidance, and a process designed to protect what they’ve built while pursuing top-of-market value.
Whether you’re ready to sell now or just starting to think about what comes next, we help you understand your options, prepare the right way, and move forward with confidence.
→ Talk With a Home Health M&A Advisor
→ Request a Confidential Valuation
Home Health Transaction Experience
Mertz Taggart represents home health owners in competitive sale processes designed to create leverage, improve terms, and bring the right buyers to the table.
→ Home Health Transaction Case Study
Why Home Health Owners Choose Mertz Taggart
We know this space
Home health isn’t just one of many industries we touch. It’s a core part of what we do. That matters because buyers in this space aren’t looking at your business in a vacuum. They’re thinking about reimbursement exposure, leadership depth, compliance, margins, referral relationships, and growth potential.
You need an advisor who understands how those factors show up in a real transaction.
→ Read the Latest Home-Based Care M&A Report
We run a competitive process that creates leverage
A lot of home health agency owners only go through this once. The process you run has a direct impact on the outcome.
We run a disciplined competitive process designed to bring the right buyers to the table, create real pressure in the market, and improve both value and terms.
→ Learn about our process here
We educate first
Not every owner who reaches out is ready to sell, and that’s fine. We believe owners should understand how the process works, what their business may be worth, and what buyers are likely to focus on before they make any big decisions.
You don’t need pressure. You need clarity.
→ Start with a business valuation
We stay close to the deal
Getting a strong indication of interest is one thing. Getting the right deal closed is another.
We stay involved throughout the process, from buyer conversations to management meetings to diligence and negotiation, because that’s where deals can either hold together or start to drift. Our job is to keep momentum up, reduce surprises, and protect the outcome.
Know Where You Stand Before You Go to Market
You don’t need to be ready to sell to start asking the right questions. In fact, the best outcomes often start earlier, when there is still time to understand what your agency may be worth, what buyers are likely to focus on, and what may need attention before a process begins.
For a home health agency, that usually means looking closely at payer mix, referral concentration, compliance, leadership depth, margins, and growth opportunities. The more clarity you have before going to market, the stronger your position tends to be once buyers start taking a closer look.
That’s exactly why we created the Value Accelerator Program. It helps owners get a clearer picture of value, identify gaps, and understand what it may take to get closer to their number before going to market.
→ Learn About the Value Accelerator Program
Home Health Market Insight for Owners
The home health market keeps moving. Buyer appetite changes. Reimbursement pressure changes. Valuation expectations change.
Owners are better served when they have a realistic view of that market before they make a major decision.
Explore Mertz Taggart’s latest home-based care reports, articles, and market commentary:
→ Latest Home-Based Care M&A Report
→ Behind the Curtain Video Series
→ Subscribe to Home Health Articles and Market Updates
Home Health M&A FAQs
When should I start preparing to sell my home health agency?
Usually earlier than you think. Starting early gives you more control over timing, value drivers, and buyer positioning. It also gives you time to address issues before they come up in diligence.
What is my home health agency worth?
That depends on more than revenue. Buyers look closely at adjusted EBITDA, payer mix, referral diversity, compliance, leadership depth, growth profile, and overall fit. Different buyers may value the same business differently based on their strategy and what they see as upside or risk.
Do I need to be ready to sell before reaching out?
No. A lot of owners come to us before they’re ready to sell. An early conversation can help you understand value, timing, buyer expectations, and what you may want to work on first.
Why not just go direct to one buyer?
Because it limits your leverage. A direct conversation may feel simpler, but without a competitive process, you have less visibility into what the market may actually pay and fewer options if that buyer changes terms later.
How do you protect confidentiality?
Confidentiality has to be built into the process from the start. That means carefully screening buyers, controlling what gets shared and when, and running a process that creates competition without creating unnecessary exposure.
What do buyers care about most in a home health deal today?
They care about the quality and sustainability of the business. That usually includes financial performance, reimbursement exposure, compliance, leadership depth, referral stability, and whether the business can continue to perform after the owner exits.
HOME HEALTH EXPERTS
Cory Mertz
M&AMI – Managing Partner
Bruce Vanderlaan
JD – Managing Director
Michael Lloyd
M&A Associate