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TESTIMONIALS FROM OUR CLIENTS

Read how Mertz Taggart helped our clients realize their exit planning goals

Testimonials from Mertz Taggart clients
A picture of Josh Rosenthal, Founder & CEO, Manhattan Psychology Group

I cannot thank Kevin, Sandra and Anke at Mertz Taggart enough for helping me through this exciting and also stressful experience. I always felt supported and prioritized.

They are responsive, patient, thoughtful, thorough and experts in their domain. I would highly recommend Mertz Taggart if you are considering a sale.

Josh Rosenthal, Founder & CEO, Manhattan Psychology Group

Patricia Henderson, CEO, Women In New Recovery

My husband and I had a great experience working with Mertz Taggart.  Eduardo Tavel was superb to work with.  Without him, we would not have been able to navigate this transaction. 

We highly recommend Eduardo and the Mertz Taggart team to any potential seller who is looking for a true client advocate.

Clara Nam, Co-Owner, Your Home Court Advantage

An image
An image of Mary T. Cernava, Co-Owner, Your Home Court Advantage

From the moment we decided to sell our agency and engage with Mertz Taggart, the communication and expertise they provided were exceptional. The process was very demanding and time-sensitive and there was never a moment that we did not find support from Mertz Taggart. Eduardo was a wealth of knowledge, genuine, hard-working, and polite. Cory was supportive, informative, and available throughout the entire process. 

Thank you for all your hard work assisting us with a smooth sale of our agency.

Mary T. Cernava, Co-Owner, Your Home Court Advantage

An Image of Becky Reel, Executive Director, For Papa's Sake Home Care

We are very grateful for the team at Mertz Taggart for their guidance and support throughout the sale process. Bruce was accessible 24/7 and always had our back, and Eduardo was such a professional and a pleasure to work with. We highly recommend them to anyone looking for an M&A advisor and advocate in the home care industry.

Becky Reel, Executive Director, For Papa's Sake Home Care

An image of Eric Pumfery, CEO, Home Sweet Home In-Home Care

I highly recommend Cory and his team. They went above and beyond to help us through the sale of our company. They found a great buyer and negotiated on our behalf to get a higher multiple than we had anticipated. Their assistance didn't end at the closing table. Cory has since called us multiple times to see if everything was going well or if we needed assistance. Exceptional, professional customer service is what you can expect from Mertz Taggart!”

Eric Pumfery, CEO, Home Sweet Home In-Home Care

Patricia Henderson, CEO, Women In New Recovery

I reached out to Mertz Taggart in 2019 when I started receiving unsolicited offers to sell my outpatient mental health practice. They were knowledgeable about the market and were willing to give a free valuation. It took me a few years from that point to get serious about exploring options and they were patient with me. After one negotiation with a potential buyer in 2021 that didn’t work out, we started a formal competitive bid process in 2022. MT has a database of thousands of buyers that are interested in the behavioral health space that resulted in 16 strong offers. Kevin and Sandra flew in for multiple management meetings and handled negotiations in tandem with the excellent legal counsel they helped me secure. Anke at MT was very helpful in crunching the numbers and serving as a supplemental knowledge base to my CPA. We just closed in early 2023 feeling like we had finally found the right fit with a buyer that would not only value our worth, but also respect the culture of clinical integrity we had built. Thank you to Mertz Taggart for helping me move on to my next chapter.

Carrie Singer, CEO/Owner, Quince Orchard Psychotherapy

Bobby Brahms, Co-owner & Managing Member, Southwest Florida Home Care

Mertz Taggart clearly was different based on this transparent, direct, and compassionate style of the sale process.  For years, I thought about selling, but figured I was at least 10-15 years away from that. Being so consumed with the day-to-day of the business, I had no clue what to expect. Kevin and Sandra were extremely patient and broke down the process into actionable steps. Sandra was so responsive and often checked on me during the process.  As a mental health clinician, she understands the logistical and emotional process of selling a mental health practice.  If you are thinking about selling your company, I would highly recommend contacting Mertz Taggart.

Dr. Michael Stokes, Founder, Stokes Counseling

An image of Kara Bernsen, Chief of Network Services, Capital Health Care Network

Our organization found Mertz Taggart, and specifically Bruce, an integral asset to meeting our company's goals. Knowledge of the industry was top notch and communication was timely and clear.

Kara Bernsen, Chief of Network Services, Capital Health Care Network

An image of Tim Murray, Owner, Aware Senior Care in North Carolina

We chose Mertz Taggart to represent us in the sale of our home care agency (Aware Senior Care) and it remains one of the best life decisions my wife Gina and I have made.  When you have put your heart and soul into creating a wonderful business with great employees and a fine reputation, one of your goals should be to get the most value for your business.  Although at the point of engaging Mertz Taggart we had a potential buyer in hand, Mertz Taggart (Bruce Vanderlaan was our advisor), was instrumental in not only helping us put the final pieces of our business due diligence to be market ready, they absolutely helped in the most professional manner engage our buyer in negotiations resulting in a sale that was universally felt by us, our buyer and MT as a true win-win--win.  I whole heartily endorse MT to any home care agency looking for a professional and expert investment banker that knows home care and knows how to work with people in a true partnership fashion.  They delivered and it changed our lives forever helping us achieve our dream.  The Mertz Taggart team is top notch!

Tim Murray, Owner, Aware Senior Care in North Carolina

An image of Claudia Clark, Owner, Clark Care_edited_

The entire process was unlike anything that I have been involved in. Bruce prepared me as much as possible, but selling a business needs to be experienced to be understood. It was a collaborative effort between Bruce, the seller and my team, and the buyer and the members of the buying team. The ultimate goal was to close the deal with a satisfied seller and buyer which Bruce successfully accomplished.

Having gone through some of the steps with another company, I was pleased with the immediate responses whenever I needed clarification or guidance. I could always reach out to Bruce and sometimes he reached out to me first.

I recommend Mertz Taggart because of their Immediate responses. They treated all questions as important. Communication was not only by email, Bruce and I spoke on the phone and had Zoom meetings. I was told that parts of the process would be quite challenging, but I was also reassured that my efforts would lead to a successful outcome, and they did!

Claudia Clark, Owner, Clark Care

Bobby Brahms, Co-owner & Managing Member, Southwest Florida Home Care

I have hired a lot of Investment Bankers over the years, and none of them have done a better job than Mertz Taggart. They exceeded our company's and owners' needs and cared as much about the right buyer, and the right deal, as we did. The quality of potential buyers that Mertz Taggart brought to the table gave us great options and ultimately a group we knew we would be successful with. We would have never gotten the deal we got without their efforts and process. They have continued to work on our behalf even after the transaction closed.

Bobby Brahms, Co-owner & Managing Member, Southwest Florida Home Care

Greg Newsome, Co-Owner, Newsome Home Hea

I would like to thank Cory and the entire Mertz Taggart Team for their professionalism in helping us sell our home health agency.  We explored several options before turning to the Mertz Taggart Team. They catered to our company's needs and were equally as passionate about finding us the right buyer as we were.  The quality of potential buyers that Mertz Taggart brought to the table gave us several options and ultimately a group we knew we would work well with. If you are in the market to sell your prized asset the Mertz Taggart team is Best in Class.

Greg Newsome, Co-Owner, Newsome Home Health Care

An image of Gary and Kim Vogel, Owners, Bayside Home Care

We couldn’t be happier with our transaction.  If you are a home care agency owner considering a sale, we would strongly recommend the team at Mertz Taggart.  They negotiated a great deal for us, did everything they said they would do, and then some.  They were organized, responsive and a pleasure to work with.

Gary and Kim Vogel, Owners, Bayside Home Care

Phill Young, CEO, MedPro Treatment Centers

I highly recommend Mertz Taggart for the sale of your business. We had multiple offers from quality buyers, and were able to command a price well above our expected value. They were a pleasure to work with.

Phill Young, CEO, MedPro Treatment Centers

Tim Markwell, CEO, New Perspectives Center

Words cannot express our gratitude to the Mertz Taggart team for their successful handling of the marketing and sale of our 27-year-old prized possession, our business. We tried selling our business on our own and were both unsuccessful and stressed out from the experience. To our surprise, they were able to directly contact the CCO of our preferred buyer which did two things; it cut down on the usual time involved in a sale (only took 3 and a half months from the signing with MT to the closing of the deal) and they were able to negotiate a price that was more than double our original offer!

Tim Markwell, CEO, New Perspectives Center

David Sullivan, Senior Partner, Transitive Group, LLC

I would highly recommend Cory Mertz to anyone considering selling/buying a Health Care Company or Facility. His professionalism, knowledge, and experience are second to none. Cory will get you results and follow them through until the deal is closed. I have worked with many excellent brokers but Cory is by far the best.

David Sullivan, Senior Partner, Transitive Group, LLC

An image of Bart Singletary, Co-Owner, Newsome Home Health Care

We started talking with the Mertz Taggart team 3 years before we were ready to sell, and they provided consistent clear guidance as we executed our exit plans prior to going to market. Once we decided to sell the company, Cory, Eduardo and the Mertz Taggart team were invaluable. Cory graciously walked us through the entire process from beginning to end, so there were very few surprises. Eduardo’s adjustments to our financial statements provided a credible basis for the valuation we ultimately received. We would have never gotten the offers we got without the Mertz Taggart team.

Bart Singletary, Co-Owner, Newsome Home Health Care

Dr. Matt Keck, Cielo House, Inc.

Mertz Taggart’s service and commitment to our company and this transaction have been invaluable, and we deeply appreciate it. They were an integral part of making this dream come true for us.

Dr. Matt Keck, Cielo House, Inc.

Tracy Lamb, President, ReliaBill

We want to thank Kevin Taggart and the Mertz Taggart team for guiding us through this process. Kevin’s leadership and calm demeanor were invaluable.

Tracy Lamb, President, ReliaBill

Tim Beach, President, Help at Home Homecare

We chose Mertz Taggart based on their reputation for getting the absolute best deal from your ideal buyer. They delivered. We couldn’t be happier with our deal.

Tim Beach, President, Help at Home Homecare

Evan Baldwin, M.D., CEO, Recovery Services of New Mexico

We couldn’t be happier with this transaction. We hired Mertz Taggart because of their industry expertise and relationships. They ran a highly confidential and competitive process that was organized, timely and personalized. They found the ideal buyer and maximized the value for us. We feel confident that BayMark will support and enhance our mission while maintaining the highest level of care for our patients and improving accessibility to life-saving treatment.

Evan Baldwin, M.D., CEO, Recovery Services of New Mexico

An image of Michael McGinn, Prince Capital Partners

As an investor in home health care companies, I’ve had the chance to work on several transactions with Cory. He’s resourceful, well networked, and highly effective in managing the sale process of healthcare companies. I would recommend him for a healthcare services company seeking an advisor to manage the sale of their business.

Michael McGinn, Managing Director, Prince Capital Partners

Kelly and Curt Hudson, Comprehensive Home Care

Early in 2018, we began searching for the right firm to help us sell our private pay home care agency in western Massachusetts.  We talked to a lot of people and considered a lot of angles. We selected Mertz Taggart because Cory is highly knowledgeable, produces volume, has a process and a plan for marketing the business, and finally he is calm (very important) and thoughtful. We just closed on our business and couldn’t be happier that we chose Mertz Taggart. Most importantly when all is said and done: Mertz Taggart got us significantly more money than anyone had ever discussed or offered. Enough said.

Kelly and Curt Hudson, Comprehensive Home Care

David Capper, Covenant Hospice and Palliative Care

As we engaged Cory Mertz as our broker for our Hospice options, he proved to be magnificent. Having probed our culture and discerned our intents, they were diligent in presenting potential partners for the best fit. Cory Mertz and team then guided and counseled us patiently through the process, remaining steadfast on our behalf through some difficulties beyond anyone’s control. We have now consummated a deal that exceeds my highest expectations.

David Capper, Covenant Hospice and Palliative Care

Roger MacClellan, Phoenix Homecare, Inc.

I wanted to reach out to you, Cory, and all your team and praise you for a job well done. You were very detailed in your approach and were in regular communication with us and potential buyers. After choosing the buyer from multiple offers you were able to move our deal very efficiently from LOI to closing. We did our due diligence in our search for a broker and after it is all done we know we made the right decision to work with you.

Roger MacClellan, Phoenix Homecare, Inc.

Patricia Henderson, CEO, Women In New Recovery

I had the pleasure of working with Cory Mertz of Mertz Taggart in early 2017 when he helped broker the sale of Women In New Recovery/WINR. Cory is an excellent negotiator, working well with the buyers and managing that relationship throughout the sale process.


Due to some special circumstances, our sale process from vetting potential buyers to close had to be completed in an unusually short period of time. Cory was always pleasant to work with and was able to nudge, cajole, coerce, and lean on the buyers in a way that helped them to realize that the shortened deadline had to be met. He brought home the sale in record time.


Cory worked well with our team of consultants and lawyers and was able to negotiate a generous price. I couldn’t be more pleased with the outcome of the sale. I am always available to speak to anybody about the excellent service we received from Mertz Taggart.

Patricia Henderson, CEO, Women In New Recovery

Chris Willis, Owner, Guiding Hospice

I couldn’t be happier with this transaction. Throughout this process, we were continually reminded we engaged with the right firm in Mertz Taggart. They ran a highly competitive and confidential process that resulted in a deal we were thrilled with.

Chris Willis, Owner, Guiding Hospice

Leola Wright, Owner, Trinity Home Care Services, Inc. 

It is hard for me to find the words to describe what it meant for me to have Cory Mertz representing the sale of my company. From the first contact with Cory, he has been amazing in assisting me with the sale of Trinity. His professionalism, dedication, caring, and vast array of knowledge was the only reason this sale was completed. I could have never survived this without the assistance of Cory Mertz. I will always recommend him to any owner who is considering selling or buying a home health care agency! Much success to you Cory!

Leola Wright, Owner, Trinity Home Care Services, Inc. 

An image of Brenda Leisinger, Newsome Home Health Care

I will always be grateful for the day I met Cory Mertz and the Mertz Taggart Team. They introduced us to a variety of quality, A-list buyers who clearly had respect for their team and process. Cory was available 24/7 and provided a great support system during the emotional rollercoaster of selling our agency. He did an excellent job, dealing with four owners with different personalities and slightly different objectives and offering the appropriate support for each of us.

Brenda Leisinger, Newsome Home Health Care

Nancy Magri, Home Health Solutions

I recently had the good fortune of working with Cory Mertz of Mertz Taggart as I began the process of selling my private homecare in western Massachusetts. The knowledge and support that Cory provided to me throughout the process was exceptional and made my sale quick,  stress less, and profitable. I encourage anyone who needs direction as they begin this process to go directly to Mertz Taggart.

Nancy Magri, Home Health Solutions

Shaun Patience, Turning Point Centers

We engaged Mertz Taggart to manage a competitive yet confidential process and they exceeded our expectations. They helped us evaluate all the offers, and select the buyer that was right for us. More importantly, they kept us focused through the due diligence to a successful closing. We couldn’t be more pleased with the outcome and would highly recommend Mertz Taggart.

Shaun Patience, Turning Point Centers

Tim McCormick, Pioneer Homecare

Thank you all for assisting us through the successful sale of our agency. Throughout the entire process Cory earned our confidence and respect. We especially appreciate your regard for our interest in staff retention and compatible values in a buyer. I give you a heartfelt endorsement.

Tim McCormick, Pioneer Homecare

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