INSIGHTS &
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Choosing the right M&A advisor is one of the most important decisions when selling your home care agency. Here are six things to evaluate before you sign.

A practical guide for behavioral health business owners on valuation drivers, buyer expectations, and M&A trends shaping deals in 2026 and beyond.

If you’re an owner of a home-based care agency, chances are you are getting approached regularly, even daily, by private equity groups, strategic buyers, independent sponsors, and search funds, all eager to talk. Some may have suggested attractive “multiples” that they will pay for companies like yours. It sounds flattering, even tempting. You think, “I’ve got a willing buyer, let’s keep it simple and cut out the middleman.” Learn more about why hiring an advisor will "save y

Here are some areas agency owners should consider to best position themselves and their business for a successful sale in 2024.

Exiting a healthcare business involves more than finding a buyer and negotiating a price. Most owners face three financial needs that must be addressed before the transaction closes: replacing the earned income the business currently provides, learning to manage a post-exit investment portfolio with a different skill set than running a company, and reducing the concentrated risk that comes from holding most of your net worth in a single illiquid asset. Addressing all three is