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Maximizing the Value of Your Agency

From a recent industry webinar, Managing Partner, Cory Mertz shares insight on maximizing the value of your home health, hospice, or home care agency. Cory discusses both the value drivers and their impacts on the value or your agency. He then dives into the M&A process for selling your home health, hospice, or home care agency, including running a competitive confidential bid process with the best buyers in the industry.


0:00 About Mertz Taggart

1:38 About Cory

2:34 Objectives

3:52 Maximizing Value = Building AND Capturing Value

5:20 Valuation Equation and Construct

11:37 Types and Discounts of Financial Consideration

14:54 Six Common Ways to Build Value of Your Agency

22:37 Capturing Value - Find Your Ideal Buyer and Compel Them to Make Their Best Offer - The Process

34:18 Capturing Value - Getting to the Close, Without Re-Negotiating

Are you contemplating an eventual sale or purchase of a home health, hospice or behavioral health company? Contact us to arrange a confidential discussion today.

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