INSIGHTS &
INDUSTRY NEWS

A home care agency was approached directly by a well-capitalized buyer. Their offer was $6 million. The seller engaged us instead of signing. Same buyer. Same company. $2.2 million more at close — a 44% increase — and better terms. That's one deal. In another, seven qualified buyers submitted IOIs ranging from $14.5 million to $25 million. The deal closed at $30 million, all cash. The seller's original estimate of value: $14 million. The spread in both cases didn't come from

The recap of Home-Based Care M&A activity is now available in our M&A Report! Read all about the transactions that marked Q1 2026!

You can have a really nice company that’s not very valuable in the marketplace. That’s not a criticism; it’s just reality. What makes a company great to run and what makes it attractive to a buyer are two different things. Most owners don't realize that the best transactions don't start when you decide to sell—they start years earlier by de-risking the business and understanding how a buyer actually views your cash flow.

Mertz Taggart follows the publicly traded home-based care companies and reports on their earnings calls each quarter. Take a closer look at the M&A activity that marked Q4 2025.

Discover the journey behind the sale of For Papa’s Sake Home Care—a story of legacy, family, and commitment to compassionate care.

From emotional readiness to working capital disputes, here are seven common challenges agency owners face when selling a home health or hospice business and how to prepare for each one. Insights from Mertz Taggart’s Capital + Strategy panel.

Home care agency owners can borrow 3 proven exit strategies from private equity firms: early planning, KPI tracking, and a competitive auction process to maximize value.

Unlock maximum value for your agency. Discover the financial benchmarks (45–55% margins) and operational efficiencies advisors use to evaluate home health and hospice assets during the M&A process.