4 days ago
top of page
HOSPICE
Hospice M&A Advisory
Mertz Taggart works with hospice business owners who are thinking about an exit, whether the timeline is clear or still taking shape. We help you understand what your company may be worth, how buyers are likely to evaluate it, and what may need to be strengthened before going to market.
We run a confidential, competitive process designed to bring the right qualified buyers to the table, create leverage, and achieve a top-of-market outcome with the terms and protections that matter most.
→ Talk With a Hospice M&A Advisor
→ Request a Confidential Valuation
Hospice Transaction M&A Experience
Mertz Taggart represents hospice owners and operators through confidential, competitive M&A processes designed to protect the business, create leverage, and achieve top-of-market outcomes.
We position the business clearly, bring qualified buyers forward, manage the process with discipline, and help owners evaluate value, structure, certainty, and fit.
→ Hospice Transaction Case Study
Why Hospice Owners Choose Mertz Taggart
Deep hospice and home-based care experience
Hospice buyers look at more than census and revenue. They want to understand your documentation, billing practices, referral relationships, leadership team, margins, growth opportunities, and how the business is likely to perform after a sale.
Mertz Taggart knows how buyers evaluate hospice businesses and what it takes to keep them engaged. We help owners tell the full story of the business, create real competition, and negotiate from a stronger position.
→ Read the Latest Home-Based Care M&A Report
A competitive, confidential process that creates leverage
A successful hospice transaction depends on more than finding interested buyers. It depends on how the business is positioned, which buyers are approached, when information is shared, and how each offer is negotiated and evaluated.
Mertz Taggart leads that process with discipline and confidentiality. We bring the right buyers forward, create real competition, and negotiate value and terms. We also help you evaluate the parts of an offer that go beyond price: whether a buyer can actually close, how well they fit with your team and patients, and what happens to the business after the sale.
→ Learn about our process here
Education before engagement
We help you understand what your business may be worth, where the market is moving, and which parts of the operation will most influence valuation between now and a sale.
→ Start with a business valuation
Relentless execution through diligence and close
A strong offer is not the finish line. After a buyer is selected and the LOI is negotiated, important deal terms still have to be worked through before closing.
In hospice transactions, diligence can raise new questions around financials, documentation, compliance, working capital, transition planning, and final agreements. Mertz Taggart stays actively involved through this stage, advocating for the owner, protecting value, and working to keep the deal aligned with the terms and outcome the owner agreed to pursue.
For many hospice owners, this is a once-in-a-lifetime decision. We bring the discipline, persistence, and steady guidance required to help protect what you have built and move the transaction toward a successful close.
Thinking About a Sale, but Not Ready to Move Yet?
That is often the right time to start the conversation.
Hospice owners often wait until they feel ready to sell before seeking guidance. But the strongest outcomes often begin earlier, when there is still time to understand value, address potential weaknesses, and make thoughtful decisions without pressure.
An early conversation can help answer questions like:
-
What is my hospice likely worth today?
-
What will buyers focus on in diligence?
-
Are there documentation, compliance, or financial issues I should address first?
-
What kind of buyer will be the right fit?
-
What does a competitive hospice M&A process actually look like?
-
How long should I prepare before going to market?
The Mertz Taggart Value Accelerator Program helps healthcare business owners understand where they stand today, identify the gap between current value and their target outcome, and build a practical path forward before going to market.
→ Learn About the Value Accelerator Program
Hospice Market Insight for Owners
Hospice continues to be one of the most active areas in home-based care M&A, with steady interest from both strategic and financial buyers. For hospice owners thinking about a sale in the next one to three years, the current environment rewards preparation.
Understanding where your agency stands today can help you make better decisions about timing, value, and what to address before going to market.
Explore Mertz Taggart’s latest home-based care reports, hospice M&A articles, and market commentary:
→ Latest Home-Based Care M&A Report
→ Behind the Curtain Video Series
→ Subscribe to Home Health Articles and Market Updates
HOSPICE M&A EXPERTS
Cory Mertz
M&AMI – Managing Partner
Bruce Vanderlaan
JD – Managing Director
Michael Lloyd
M&A Associate
bottom of page