VALUE ACCELERATOR
PROGRAM
Know Your Number. Know the Gap. Know the Path.
If you own a home care, home health, or hospice agency and have ever asked, “What is my business worth, and what would it take to get to my number?” this program was built for you.
The owners who get the best outcomes are not the ones who decide to sell and then prepare. They are the ones who prepare before they decide to sell.
The Mertz Taggart Value Accelerator Program is a structured, no-cost engagement designed to help you understand what your business is worth today, identify what may be holding value back, and build a practical path toward a stronger outcome before you go to market.
How It Works: The GOSA Framework
The GOSA Framework stands for Gap, Obstacles, Strategies, and Actions. It is the repeatable process Mertz Taggart uses within its Value Accelerator Program to assess and improve enterprise value across three dimensions: Revenue, Margin, and Multiple. The framework is applied iteratively until the owner is positioned for a top-of-market outcome.
A Disciplined, Repeatable Process Built Around Your Number
We don’t hand you a report and walk away. The Value Accelerator is built on our GOSA Framework, a structured, repeatable process we run with you until you’re positioned to go to market on your terms. It’s grounded in the same discipline we bring to every transaction we run.
Step 1: Customized Valuation
We start with a data-driven valuation grounded in nearly two decades of healthcare M&A experience and more than 160 completed transactions across home care, home health, hospice, and behavioral health. You’ll know exactly where your business stands today, what your timeline looks like, and how far you are from your number.
Step 2: Map the Gap
Using our GOSA Framework, we map the Gap between where you are and where you want to be across the three drivers of enterprise value: Revenue, Margin, and Multiple. This is not a general assessment. It is specific to your business, your market, and your goals.
Step 3: Identify the Obstacles
For each value driver, we identify the factors that may be limiting value today. That could include payer mix concentration, referral source dependency, staffing challenges, owner reliance, compliance risk, or other business-specific issues. The goal is to get clear on what is helping, what is hurting, and where focused attention is needed.
Step 4: Build the Strategy
We develop targeted strategies to address each obstacle, drawing on our experience advising owners across home-based care and behavioral health. Our guidance is grounded in real buyer behavior and deep sector experience, not theory.
Step 5: Take Action and Reassess
We help you execute. We bring in our network of industry partners where needed. And then we reassess. We run the GOSA Framework again. And again. Until the gap is closed and you’re positioned to command a premium when the time is right.
Who This is For
The Value Accelerator is for owners of home care, home health, and hospice businesses who want to understand what their company is worth today and what it would take to strengthen the value.
Most owners who enter the program are not preparing to sell immediately. Some are a few years away. Others are thinking through succession, evaluating their options, or simply trying to understand what buyers would see if they took a closer look.
Whatever your timeline, the goal is the same: to give you clarity, a plan, and a better sense of what it would take to move forward on your terms.
We also know this is not just a financial decision. Your staff depends on you. Your patients depend on you. Your reputation is tied to what comes next. This program is built for owners who want to prepare thoughtfully and get it right.
When You’re Ready to Go to Market
If and when the time comes to pursue a sale of all or a portion of the business, Mertz Taggart can take that preparation into a confidential, competitive process designed to create leverage and improve outcomes.
Frequently Asked Questions About the Value Accelerator Program
What is the Mertz Taggart Value Accelerator Program?
The Value Accelerator is a no-cost, structured engagement for owners of home care, home health, hospice, and behavioral health businesses who want to understand their company’s current value and build a plan to maximize it before going to market. It is led by the Mertz Taggart team and includes a customized valuation, the GOSA Framework, and ongoing strategic guidance.
What is the GOSA Framework?
GOSA stands for Gap, Obstacles, Strategies, and Actions. It is the repeatable process Mertz Taggart uses to assess and improve enterprise value across three dimensions: Revenue, Margin, and Multiple. Unlike a one-time valuation report, the GOSA Framework is applied iteratively until the owner is positioned for a top-of-market exit.
How much does the Value Accelerator Program cost?
There is no cost to participate. The program is designed to build a long-term relationship and ensure you’re positioned for the best possible outcome when the time is right. Mertz Taggart works exclusively on the sell side, and the Value Accelerator is how many of our advisory relationships begin.
How is this different from a free business valuation?
Most free valuations are a single estimate delivered as a one-time report. The Value Accelerator goes further. It includes a customized valuation, but it also maps the gap between where you are and where you want to be, identifies the obstacles standing in the way, and builds a concrete plan to close the gap. And we reassess with you over time. It’s a process, not a report.
How long does the Value Accelerator process take?
It depends on your timeline. Some owners engage for 12 to 18 months before going to market. Others start three to five years out. The program meets you where you are. There is no pressure to sell, and no fixed schedule. We move at your pace.
Do I have to be ready to sell my home care or healthcare business to participate?
No. Most owners who join the program are not ready to sell yet. The best time to start preparing is well before you’ve made the decision. The owners who get the best outcomes are the ones who prepare before they decide to sell. That is the entire premise of the program.
Will anyone know I’m exploring a potential sale?
No. Every conversation is confidential. We understand the sensitivity of exploring a potential sale, especially in close-knit local markets where word travels fast. Nothing moves forward without your explicit direction. We protect your name as if it were on our own door.
Who leads the Value Accelerator Program?
The Value Accelerator is led by Cory Mertz and the Mertz Taggart advisory team. Cory has spent nearly two decades advising home-based care owners through M&A transactions and has firsthand experience owning and operating a healthcare business. That perspective shapes how the program is structured and how guidance is delivered.
What types of healthcare businesses does Mertz Taggart work with?
Mertz Taggart specializes in sell-side M&A advisory for home care, home health, hospice, behavioral health (including addiction treatment, mental health, and autism/ABA services), and infusion therapy. The firm has completed more than 160 transactions across these verticals and works exclusively on the sell side.