simitree home health mergers and acquisitions
  • Gain Industry-Specific Expertise: Receive insights from a team that deeply understands home health regulations, reimbursement models, and operational challenges.  Our team has, on average, 20 years of experience in home health, home care, and hospice.
  • Receive Comprehensive Due Diligence: Receive comprehensive assessments of clinical quality and billing compliance, financial performance, and operations, specifically tailored to each home health agency.

Our Comprehensive M&A Services for Home Health

  1. Quality of Earnings/Financial Due Diligence
    • Validate and analyze financial performance.
    • Examine billing practices and key operational metrics including key PDGM metrics, payer mix, census, direct costs visit, and referral trends.
    • Provide detailed reports on financial performance, company trends, and benchmarking comparisons.
  2. Clinical Compliance Due Diligence
    • Assess risk factors unique to home health, including OASIS accuracy and care plan compliance.
    • 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 PDGM impact and star ratings.
    • Look beyond capital structure to assess company management, operational details, and market activity.
  1. Market Referral Analysis
    • Evaluate referral patterns and growth potential in target markets.
    • Identify untapped opportunities and assess brand loyalty in seemingly saturated markets.
  2. Post-Close Integration
    • Ensure smooth transitions, focusing on care continuity and staff retention.
    • Provide interim management, technology consulting, and operational support.
  3. Home Health Value Based Purchasing (HHVBP) Analysis:
    • VBP Assessment: Comprehensive evaluation of performance metrics and trending analysis
    • Data Analysis: Data-driven insights into target areas for improvement
    • Performance Improvement Projections: Forecasted scores for each individual metric including projected payment adjustments

SimiTree’s Home Health M&A Differentiators

  • PDGM Impact Assessment

    We evaluate financial implications of the Patient-Driven Groupings Model.

  • Star Rating Analysis

    We assess quality measures and their impact on business value and growth.

  • Regulatory Compliance

    We address complex federal and state regulations for home health agencies.

  • Value-Based Purchasing (VBP) Analysis

    We assess performance in VBP and strategies for success in this reimbursement model.

SimiTree’s Unique Approach to Home Health M&A

  • Forward-Looking Reimbursement Analysis: Our team provides insights into upcoming changes in reimbursement structures, helping you make informed decisions about long-term value.

  • Operational Efficiency Evaluation: We assess key operational drivers that impact reimbursement, such as visit utilization, care coordination, and patient outcomes.


Partner with SimiTree for Your Home Health M&A

SimiTree serves strategic buyers, private equity firms, not-for-profit organizations, and individual investors.
Contact us to leverage our industry-leading insights and maximize your transaction value.

Frequently Asked Questions