SimiTree’s experience spans the full spectrum of home care services, including:

  • Personal care services
  • Private duty care
  • Home and community-based services (HCBS)

Our state-by-state expertise allows us to adapt strategies based on differing state and payer requirements and regulations. We work in all states, providing unparalleled insights into local markets and regulatory landscapes.

simitree home health mergers and acquisitions
  • Leverage Specialized Knowledge: Tap into our team’s deep understanding of home care operations, state regulations, and market dynamics to inform your M&A decisions.  Our team has, on average, 20 years of experience in home health, home care, and hospice.
  • Gain Holistic Evaluation: Receive comprehensive assessments of clinical quality and billing compliance, financial performance, and operations, tailored to the home care context. 
  • Unlock Strategic Insights: Discover value creation and operational enhancement opportunities specific to your home care agency through our detailed analysis. 
  • Access Multi-State Expertise: Benefit from our knowledge and experience with state-specific regulations and program requirements, crucial for your multi-state operations or expansion strategies. 

Our Comprehensive M&A Services for Home Care

  1. Quality of Earnings/Financial Due Diligence  
    • Validate and analyze financial performance. 
    • Analyze billing practices and trends, caregiver utilization rates, and client retention metrics, considering state-specific reimbursement models. 
    • Provide detailed reports on financial performance, company trends, and benchmarking comparisons. 
  2. Clinical Compliance Due Diligence  
    • Evaluate care delivery models, caregiver training programs, and client satisfaction metrics. 
    • Review clinical and billing documentation, assess potential reimbursement risk, and gain insight into operational processes as they relate to payer conditions of participation and conditions of payment. 
  3. Business Valuations  
    • Provide accurate valuations considering factors like caregiver retention, client mix, and state-specific operational challenges. 
    • Look beyond capital structure to assess company management, operational details, and market activity. 
  1. Market Referral Analysis
    • Assess local market dynamics, competition, and growth opportunities, factoring in state-specific trends and regulations.
    • Identify untapped opportunities and evaluate brand loyalty in diverse markets.
  2. Post-Close Integration
    • Ensure smooth transitions, focusing on maintaining client relationships and caregiver retention.
    • Provide interim leadership, technology consulting, and operational support.

Benefits of SimiTree’s Home Care M&A Partnership  

  • Caregiver Retention Analysis: We evaluate strategies for attracting and retaining qualified caregivers across different state labor markets. 
  • Technology Integration Assessment: We analyze scheduling, monitoring, and communication systems for operational efficiency and compliance with state-specific requirements. 
  • Service Mix Evaluation: We assess the balance of personal care, companion care, and specialized services. 
  • Regulatory Compliance: We address state-specific home care regulations and licensing requirements, ensuring compliance across all operating locations. 
  • Program Requirement Expertise: We leverage our deep experience in understanding various program requirements beyond state regulations, crucial for agencies serving diverse populations or operating under multiple programs. 

Partner with SimiTree for Your Home Care M&A Success 

SimiTree provides expert guidance for strategic buyers, private equity firms, not-for-profit organizations, and individual investors. Our multi-state expertise and comprehensive understanding of diverse program requirements position us uniquely to maximize your investment value in the complex home care landscape. Reach out to us today!


Frequently Asked Questions