How do you determine what my agency is worth?

We look at the full picture: financial performance, quality scores, payer mix, staff retention, market position. We're not trying to find the lowest number—we want a fair valuation that reflects what you've actually built.

How long does this take?

Most deals close in 90-120 days from LOI. We move efficiently, but we won't rush you. If you need more time, we'll work with that.

What happens to my team?

They stay. That's the point of our model. Employee ownership gives your people a reason to stay and a stake in what happens next. We're not coming in to cut costs.

Will you change everything I've built?

We're not in the business of erasing what works. Strong local brands often stay. Good processes stay. We add support where it's needed, not change for change's sake.

Can I stay involved after the sale?

If you want to. Many sellers stay on for a while—sometimes in an advisory role, sometimes more hands-on. We're flexible.

What if I'm not ready yet?

That's fine. Happy to have a conversation now and stay in touch. Many relationships start a year or more before anything happens.

What do you need from me to get started?

Just a conversation. After we sign an NDA, we'll ask for financials and basic agency info. Nothing onerous upfront.

How are earnouts structured?

When we use them, earnouts are tied to realistic targets based on your historical performance. We're not trying to create something unachievable.

What makes you different from other buyers?

We're operators, not just investors. Our ESOP structure aligns our interests with your staff. And we're building for the long term, not a quick flip.

I've had bad experiences with buyers before. Why is this different?

We hear that often. The short answer: we make commitments carefully and keep them. We can provide references from sellers who felt the same skepticism.

For Owners

You've done the hard part. Let us help with what comes next.

Selling an agency is personal. We understand that. Our job is to make the process feel less like a transaction and more like a handoff to people who get it.

Start a Conversation

We Understand

This isn't just a business decision

You've spent years building something real. The staff who count on you. The patients who trust you. The community you serve. Walking away from that—even when it's time—isn't simple.

We take that seriously. Our process is designed to honor what you've built, not just calculate what it's worth.

What to Expect

A process that respects your time and your work

We've seen how this usually goes. We do it differently.

Confidentiality

Your inquiry stays private. We understand what's at stake and treat every conversation with discretion.

Fair Terms

We value what you've built—not just the numbers, but the relationships, the reputation, the care.

Your Timeline

Ready tomorrow or still thinking it through? We work at your pace, not ours.

People First

Your staff and patients are why we're here. Protecting them isn't a talking point—it's the plan.

Flexibility

We work with what works for you

Every situation is different. We structure deals to fit, not the other way around.

Full Exit

Complete sale with a thoughtful transition

Partial Liquidity

Take some off the table, stay involved if you want

Rollover Equity

Keep a stake in what comes next

Earnouts

Structured payouts tied to realistic targets

Specific terms depend on your situation. We discuss structure after we understand what you need.

Your Team

They're not a line item. They're the reason this works.

Employee ownership isn't window dressing. When your people have a stake in outcomes, they stay longer, care more, and deliver better care. That's good for patients. It's also good for the business.

For you, it means knowing your team will be taken care of after you move on.

How Our ESOP Works

Tax Advantage

Section 1042 can defer capital gains

When you sell to an ESOP, you may be able to defer—potentially permanently—the capital gains tax on the sale.

ESOP must own at least 30% of the company after the sale

Proceeds reinvested in Qualified Replacement Property

With proper planning, deferral can become permanent

Learn More

Illustrative Example

Sale Price$10,000,000

Cost Basis$500,000

Capital Gain$9,500,000

Est. Tax (Without 1042)*~$2,280,000

With 1042 Rollover*Deferred

* This information is for illustrative purposes only and does not constitute legal, tax, or financial advice. Results vary by transaction. Consult qualified advisors.

Timeline

Here's how it typically goes

Every deal is different, but this gives you a sense of the rhythm. We communicate throughout.

Week 1-2

Conversation

We listen. You ask questions. No pressure.

Week 3-4

Initial Offer

Clear terms based on what we've learned

Week 5-12

Diligence

Thorough but not intrusive. We keep you informed.

Week 12-16

Close

Documentation, funding, done.

Ongoing

Transition

We take care of what you built.

Fit

What we typically look for

These are guidelines, not hard rules. If you're close, we should still talk.

Revenue

$3M - $50M+

EBITDA Margin

8%+ preferred

CMS Star Rating

3.5+ preferred

Staff Retention

Strong history

Geography

Continental U.S.

Services

Home Health, Home Care, Hospice

Don't fit neatly into these boxes? Reach out anyway. We're interested in quality.

FAQs

What owners usually ask

Ready to talk?

No obligation, no pressure. Just a confidential conversation about what you're looking for.

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