Home Care Agency Broker and Sell-Side Advisor
Bull Holdings is a success-fee-only sell-side advisor for home care and senior care owners. We represent sellers, not buyers. We value the agency, review licenses and payer contracts, and run a confidential process with regional platforms, franchise operators, and private equity sponsors. You pay a success fee only when a deal closes.
Activity in this sector
- Companies tracked
- 118
- Investors interested
- 12
- Active investor profiles
- 12
Counts are anonymous aggregates across our tracked companies, interested investors, and active mandates. We never publish company names, deal values, or contact data.
Home health and senior care businesses earn revenue from recurring care visits, defined by licenses, caregivers, and referral sources. Demand grows with the aging population.
Buyers diligence licensing, caregiver supply, referral relationships, and compliance. Bull Holdings helps owners prepare those records. TODO(operator): confirm the service types and deal sizes the firm most often sees here.
What your home care business is worth
Value depends on payer mix, hours per client, and how much of the referral flow repeats. Medicare-certified home health, Medicaid waiver programs, and private-pay home care each carry a different risk, so buyers price them differently.
Buyers also weigh the license status, the caregiver roster, and how much of the demand the owner personally generates. TODO: verify before publishing: add the firm valuation ranges and a source.
Who buys home care businesses
Three buyer types compete for home care agencies. Private equity platforms want a new metro or an add-on near an existing agency. Regional strategics want scale, caregiver density, and referral overlap. Franchise operators and family offices buy owner-run agencies where the team stays.
Each buyer type sets a different bar. Platforms diligence payer mix and systems. Strategics diligence local reputation and staff. Franchise and family buyers diligence the transfer of the license and the referral relationships.
Ownership, licensing, and rules
Most states require a home care license or a home health certification. Medicare or Medicaid participation adds a second layer of rules, including surveys and compliance reviews.
Buyers check the license status, the survey history, and any open plans of correction. An ownership change often needs a license transfer or a change-of-ownership filing, which can gate the closing.
TODO: verify before publishing: confirm the license transfer steps and timelines with counsel.
What buyers diligence
Payer mix and rates: how much revenue comes from Medicare, Medicaid, private pay, and managed care.
Licensure and survey history: the current license, any deficiencies, and open plans of correction.
Caregiver supply: turnover, open shifts, and how well the agency fills referrals.
Referral relationships: source concentration and whether the relationships are written or informal.
Compliance: HIPAA, background checks, and training records.
Financials: hours per client, gross margin, and unpaid claims.
Our process and timeline
We start with a valuation read and a readiness review. Then we prepare a confidential teaser, a targeted buyer list, and a data room, and we run the outreach.
A typical process runs from three to nine months, depending on the license transfer and how clean the records are. TODO: verify before publishing: confirm the firm typical timeline and milestones.
Success-fee only, no retainers
Bull Holdings works on a success fee. You pay when the transaction closes, so the incentive matches yours: the highest defensible value, not the fastest signed letter of intent.
Home Health & Senior Care questions
- What makes a home care business sellable?
- Licenses in good standing, a dependable caregiver team, strong referral sources, and clean compliance records. TODO(operator): confirm the metrics buyers ask for most.
- Who buys home care companies?
- Private equity platforms building regional care groups and strategic acquirers in the same service. TODO(operator): confirm the buyer types the firm most often transacts with.
- Do I need a license to sell a home care agency?
- Yes, most buyers expect a current home care license or home health certification. An ownership change usually needs a license transfer or a change-of-ownership filing, so the transfer path shapes the closing timeline.
- How long does it take to sell a home care agency?
- A typical process runs from three to nine months from readiness to close. The license transfer and the condition of the records are the two biggest factors. TODO: verify before publishing: confirm the firm typical timeline.
- How do you find buyers for a home care agency?
- We build a targeted list of private equity platforms, regional strategics, franchise operators, and family offices, then approach them confidentially under NDA. We do not run a public listing.
- What is a home care agency worth?
- Value depends on payer mix, recurring hours, caregiver supply, and compliance history. We give owners a specific read for their own numbers. TODO: verify before publishing: add the firm valuation ranges and a source.
Weighing a sale, recapitalization, or capital raise in Home Health & Senior Care? Get a direct, confidential read on process and the buyers or investors that fit.