INSIGHTS &
INDUSTRY NEWS

A recap of Mertz Taggart’s behavioral health webinar with practical guidance for 2026: sale preparation, valuation drivers, due diligence (QoE + clinical chart review), deal timelines, and 2025 market trends across SUD, mental health, and autism/IDD (ABA).

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

Choosing the best firm to represent you is an important factor when deciding to take your agency to market. Some factors to consider are:

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

While everybody’s dollar amount differs, reaching financial freedom is a universally held goal. To have a good chance of reaching this...