Maximizing the Value of Your Home Health Agency

  • Room: 120/121
  • Session Number: 702
Tuesday, October 25, 2022: 2:30 PM - 3:30 PM

Speaker(s)

Faculty
Cory Mertz
Managing Partner
Mertz Taggart

Description

Maximizing the value of your home health agency involves both building value and capturing that value in the M&A marketplace. In this session, we will break down the fundamental value equation buyers use to evaluate agencies. From there, we will discuss the three main variables, and how each can be affected by operational changes, allowing owners to build value over time. We will also pull back the curtain and explain how owners can capture the value they've built over the years by creating a confidential, competitive process including their most likely ideal buyers.

Topic(s)

Methodology

Course Level: Intermediate; 1.2 Accounting CPEs (NASBA/BMO) 1 Nursing CNEs contact hours

Learning Outcomes

1. Discuss the fundamental value equation buyers use to evaluate agencies, including the three main
variables and the impact of improving each.
2. Compare the relationship between operational changes and the resulting impact on value. We will
include an example of the impact of HHVBP on an agency's value.
3. Describe how to capture that value in the M&A marketplace by creating competition among the most
likely ideal buyers.

Handout(s)