Research

Whether acquisition, operation, or technology we rigorously validate and quantify our work across the homecare value chain. Our research mandate extends to continually improving on the fundamental determinants of success in the sector: Workforce Stability, Operational Excellence, and De-risked Acquisitions.

This commitment to evidence-based strategy ensures that the technology we deploy and the agencies we acquire are not just surviving, but scaling profitably.

LAtest Posts

Acquisitions

Understanding Your Payer Mix: How It Affects What Buyers Will Pay

You know your homecare agency's payer mix matters, but do you know how much it matters? The mix of Medicare, Medicaid, private pay, and other revenue sources doesn't just affect your day-to-day operations—it directly impacts what buyers are willing to pay for your agency. If you're thinking about selling, understanding your payer mix and its impact on valuation is essential. Here's what you need to know.

For Owners

Your Homecare Agency Valuation: What the Calculator Tells You (And What It Doesn't)

You've likely used our free valuation calculator and wondered: Is this reliable? How should I use this number? Understanding what the calculator is designed to do—and its inherent limitations—is crucial for effective exit planning. It's a powerful starting point tool, but it is not a replacement for professional due diligence.

For Owners

The Homecare Agency Exit Journey: From 'Maybe I Should Sell' to Closing the Deal

You’ve been thinking about it. Maybe it’s been a recurring thought for months, or perhaps the idea of selling your agency just hit you last week. Should I sell my homecare agency?

For Owners

Selling Your Homecare Agency: 10 Common Mistakes That Cost Owners Millions

Selling your homecare agency is the culmination of years of hard work. Most owners aim to get the best possible price, but the final outcome is often determined by the decisions you make—or fail to make—before and during the sale process. Many owners, even successful ones, inadvertently make costly, avoidable mistakes that leave hundreds of thousands, or even millions, of dollars on the table.

For Owners

How Much Should You Expect from Selling Your Homecare Agency? A Realistic Guide

The question of what your homecare agency is truly worth is central to your retirement and exit planning. Most owners have a target number—one they need for retirement or one based on years of hard work. However, the market operates on one cold reality: Buyers pay based on transferability, profitability, and risk, not on owner need. Here is a practical framework to understand what your agency might realistically sell for in today's market.

For Owners

Considering an Exit? What Every Homecare Agency Owner Needs to Know First

You’ve dedicated years—perhaps decades—to building your homecare agency. It's an asset you nurtured from the ground up, navigating countless regulations, building a dedicated team, and serving your community. Now, as you contemplate your next chapter, the big question looms: Is it time to sell, and what is my agency truly worth?

Acquisitions

Is Your Homecare Agency Ready to Fund Your Retirement? A Critical Reality Check

You’ve poured decades of effort, passion, and capital into building your homecare agency. Now, as retirement beckons, one question overshadows all others: Is my agency worth enough to fund the retirement I envision? For most owners, the agency is the largest single asset and the primary retirement vehicle. Understanding its true market value isn't just a financial exercise—it's the critical first step in defining your next chapter.

For Owners

5 Proven Ways to Skyrocket Your Homecare Agency's Value Before You Sell

Here are five proven strategies to significantly increase your homecare agency's valuation before listing it, ranked by impact. Many of the most impactful value-enhancing changes can be implemented within 6 to 18 months. The key is knowing which levers to pull. Buyers focus on risk, scalability, and sustainability. The less risk, the higher the price.

Acquisitions

Homecare Agency Valuation Calculator and Instant Offer Generator: Technical Specification and Risk Adjustment Modeling

The accurate valuation of homecare agencies necessitates a market-based approach, leveraging adjusted earnings multiples derived from comparable mergers and acquisitions (M&A) transactions within the healthcare services sector. The selection of the appropriate earnings metric and its associated multiplier is the single most significant factor in establishing Enterprise Value (EV). This analysis mandates the use of a hybrid model, distinguishing between Seller’s Discretionary Earnings (SDE) for smaller, owner-reliant entities and Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (AEBITDA) for professionally scaled platforms.

Acquisitions

U.S. On-Market Home Care Agencies: Comprehensive M&A Market Assessment and Valuation Benchmarks

The comprehensive dataset informing this report was compiled from multiple platforms including BizBuySell, BizQuest, BusinessesForSale, and LoopNet. The ingestion log indicates continuous data processing and updates across these disparate sources, confirming an active and complex digital listing environment.

Acquisitions

Analysis of State Home Care Market Scorecard: Comparing High and Low Cost States

The market for non-medical homecare, encompassing crucial activities of daily living (ADLs) such as bathing, dressing, meal preparation, and companionship, represents a fundamentally different economic model from certified Home Health Agencies (HHA) that rely on Medicare or skilled Medicaid reimbursement. This private-pay non-medical sector is driven almost entirely by consumer wealth and demographic necessity, offering operators higher gross margin potential and reduced compliance overhead compared to complex public-payer rate structures. For sophisticated investors and operators, success in this domain is dictated not merely by population density but by the intersection of high household disposable income and a favorable state-level regulatory environment that minimizes structural barriers and operational labor liability.  

Acquisitions

2025 State Home Care Market Scorecard

This report provides an assessment of the U.S. home care market, synthesizing demographic drivers, public spending metrics, and state-level regulatory friction points for all 50 states and the District of Columbia. The primary goal is to qualify the commercial attractiveness and operational complexity of local long-term services and supports (LTSS) environments. By consolidating information typically disparate—such as Medicaid fee-for-service (FFS) spending, Certificate of Need (CON) requirements, and mandatory Paid Sick Leave (PSL) mandates—this analysis serves as a comprehensive tool for strategic planning and capital allocation within the sector.

Technology

Strategic Technology Procurement: Selecting the Optimal SaaS Solution for Homecare Agencies

The procurement of Homecare Software as a Service (SaaS) is a crucial strategic capital deployment for executive operators and strategic investors in the home care sector. Analysis shows that the core purpose of modern homecare software extends far beyond basic scheduling and automation; it serves as a fundamental engine for generating measurable Return on Investment (ROI), ensuring regulatory adherence, and materially de-risking acquisition targets. For a mission-driven engine of resources focused on senior home care, home health, and hospice, technology selection must rigorously validate and quantify benefits across Workforce Stability, Operational Excellence, and De-risked Acquisitions.

Careers

Join Our Research Team: Fellowship and Internship Opportunities

Homecare Group is accepting applicants for 12 week student internships. Interns will complete a research project before completing a second project to apply their research.

Operations

The Workforce Imperative: Quality, Retention, and Competitive Advantage

Staffing and retention are not ancillary Human Resources concerns; they are the fundamental determinant of a homecare agency's scalability, revenue capacity, and public quality rating. Failure to stabilize the workforce guarantees a ceiling on growth and valuation.

Operations

Operational Excellence through Technology & Efficiency in Homecare

Operational capacity—the ability to efficiently schedule staff, maximize billable hours, and demonstrate measurable clinical outcomes—is the core driver of modern homecare profitability. In a market constrained by labor shortages and compressed reimbursement, technology investments that offer quantifiable ROI are essential for scalability.

Acquisitions

De-risking Investment in a Reimbursement Compression Environment

The investment landscape is currently defined by a confluence of severe pressures that necessitate a pivot in acquisition strategy. Sustained profitability and scalability are critically constrained by two systemic factors: relentless Reimbursement Compression driven primarily by Medicare and MA policy, and a profound Workforce Stability Crisis, highlighted by an average turnover rate of 77%.

For Operators

Curious? Let's chat.

We'd love to meet. If nothing else, we're happy to share what we're seeing in the market and give you a sense of your valuation range.

Contact Us

Contact Us

For Operators

Curious? Let's chat.

We'd love to meet. If nothing else, we're happy to share what we're seeing in the market and give you a sense of your valuation range.

Contact Us

Contact Us

For Operators

Curious? Let's chat.

We'd love to meet. If nothing else, we're happy to share what we're seeing in the market and give you a sense of your valuation range.

Contact Us

Contact Us