100% Confidential

Exit Prep Engagement

A hands-on, multi-month engagement designed to prepare your home care agency for a premium exit. We work alongside you to build value, fix gaps, and position your business to command the highest possible price.

The Difference Between a Good Exit and a Great One

Most agency owners leave 20–40% of their value on the table because they sell as-is instead of preparing strategically.

2.3x
Average multiple increase

Agencies that complete exit prep see significantly higher multiples than those that sell unprepared.

$180K+
Additional value captured

On a $1M agency, proper preparation typically adds $180K or more to the final sale price.

73%
Hit their target price

Owners who plan 18+ months ahead are far more likely to achieve their walk-away number.

Is This Right for You?

This engagement is ideal if:

Your agency does $1M+ in annual revenue
You're planning to sell within 12–36 months
You want to maximize your sale price, not just find a buyer
You're willing to invest time in preparation
You want an experienced guide, not just a broker

This may not be the right fit if:

You need to sell immediately (within 3 months)
You're looking for a broker to list your business
Your agency does less than $500K in revenue
You're not open to making operational changes

How It Works

A structured, phased approach that builds value systematically over 12–18 months.

Phase 1: Discovery & AssessmentMonths 1–3
Deep-dive analysis of your financials, operations, and market position
Identify the 3–5 highest-impact value drivers specific to your agency
Recast financials to show true owner earnings and adjusted EBITDA
Benchmark against recent home care transactions in your market
Deliver a detailed roadmap with prioritized action items
Phase 2: Value BuildingMonths 4–9
Implement operational improvements to boost EBITDA margins
Reduce owner dependency. Build management team capabilities
Diversify revenue streams and strengthen payer mix
Document all SOPs, contracts, and compliance records
Improve caregiver retention metrics and client satisfaction scores
Phase 3: Market PreparationMonths 10–15
Prepare Confidential Information Memorandum (CIM)
Identify and qualify potential buyers (strategic + PE)
Set up virtual data room with organized documentation
Prepare management team for due diligence conversations
Develop negotiation strategy and walk-away parameters
Phase 4: Transaction SupportMonths 15–18
Evaluate and compare Letters of Intent (LOIs)
Guide deal structure negotiations: price, earnouts, seller notes
Support due diligence process and buyer Q&A
Coordinate with attorneys on purchase agreement review
Plan transition communication to staff and clients

Why This Is Not Like Working with a Broker

Traditional Broker

Lists your business as-is at current value
Focused on closing the deal quickly for commission
Limited involvement in operational improvements
One-size-fits-all marketing to buyer database
Engagement starts when you're ready to sell

Exit Prep Engagement

Builds value before going to market
Focused on maximizing your sale price, not just closing
Hands-on operational improvement guidance
Strategic buyer identification and positioning
Engagement starts 12–18 months before sale
"I was going to list my business as-is. Billy showed me three things I could fix in 6 months that would add over $400K to my sale price. Best investment I ever made."

- Home Care Agency Owner, Southeast U.S.

Not Sure Where to Start?

We offer a range of options depending on where you are in your exit journey.

Free Scanner

Free

5-minute assessment. Get your exit readiness score and estimated valuation range.

Quick Wins Report

Free

Personalized report with the top 3 actions to increase your agency's value. Delivered automatically after your scan.

Free Consultation

Free

15-minute call with Billy. Honest assessment of where you stand and what to focus on next.

Most Comprehensive

Exit Prep

Custom

Full multi-month engagement. Hands-on value building, market prep, and transaction support.

Start the Conversation

Every engagement begins with a confidential conversation. Tell us about your situation and we'll schedule a call to discuss whether Exit Prep is right for you.

100% confidential. We'll respond within 24 hours.

Not Ready for a Full Engagement?

Start with our free tools to understand where you stand, then come back when you're ready for hands-on support.