The Selling Process

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Selling your caregiving business is a high-stakes decision — and we treat it with the care, confidentiality, and strategic guidance it deserves. Our step-by-step process is designed to reduce stress, protect your legacy, and maximize your outcome from start to finish.

We begin by gaining a clear understanding of your business — from staffing and services to financial performance, to uncover key drivers of value.

We deliver a data-driven Broker Opinion of Value using industry benchmarks, historical financials, and future potential to set realistic expectations.

We prepare a private, professional profile of your company (shared only with serious buyers under NDA) that highlights strengths, growth potential, and financials.

We design a targeted strategy to reach qualified buyers — including independent owners, strategic acquirers, and investor-backed groups, while maintaining full confidentiality.

We leverage our national network of pre-vetted buyers to discreetly market your business and screen inquiries so you only meet with serious, financially capable prospects.

When offers are received, we help you evaluate each one — reviewing deal structure, terms, and buyer fit — to ensure you’re making the most informed decision possible.

From Letters of Intent (LOIs) to Asset Purchase Agreements (APAs), we work closely with you and your legal team to ensure all documentation is complete, accurate, and aligned with your goals.

We act as a liaison between you and the buyer’s team, helping to manage information requests, coordinate timelines, and keep the process moving smoothly.

We assist with final closing preparations, transition plans, and any post-closing obligations — ensuring a smooth handoff and peace of mind for all parties.