Exit Edge stands as a premier boutique M&A firm exclusively focused on non-medical home care agency transactions. With a proven track record of guiding over 30+ healthcare companies through successful exits, we've developed deep expertise in the unique dynamics that drive value in non-medical home care businesses.
Unlike traditional business brokers who treat all businesses the same, we understand that your non-medical home care agency operates in a specialized niche with distinct characteristics. Your business model, centered on companionship, personal care, and light housekeeping, requires specialized knowledge that generic business brokers simply don't possess.
State Licensing Expertise
We understand the specific regulatory requirements for non-medical care providers in Colorado, ensuring compliance issues don't derail your transaction.
Caregiver Retention
Your caregivers are the heart of your business. We implement strategies to ensure your valuable team members stay through ownership transition.
Referral Partnership Protection
We carefully manage the transition of your hard-earned referral relationships to maintain these valuable business assets.
Our healthcare M&A credentials speak for themselves. With 30+ completed healthcare transactions, an average timeline of just 7 months from engagement to close, and specialized focus on the $1M-$16M valuation range, we've built a reputation for delivering exceptional results. Our deep network of qualified buyers throughout Colorado and beyond ensures your business finds the right match, while our proven methodology guarantees successful caregiver and client transitions.
Our Proven 6-Step Process for Non-Medical Home Care Agency Sales
At Exit Edge, we've refined a comprehensive 6-step process specifically designed for non-medical home care agency sales. This methodical approach ensures maximum value while protecting the relationships you've built with clients and caregivers.
Confidential Assessment & Preparation
We begin with a thorough valuation using industry-specific metrics that recognize the unique value drivers in non-medical care. This includes analyzing client retention rates, caregiver satisfaction metrics, and referral network strength—factors generic brokers often overlook.
Timeline: Months 1-2
Strategic Positioning
We craft a compelling narrative that highlights your agency's unique strengths, from client satisfaction to operational efficiency. We prepare marketing materials that showcase growth potential while addressing any operational gaps with strategic solutions.
Timeline: Month 2
Buyer Identification & Outreach
Leveraging our extensive Colorado healthcare buyer network, we identify strategic acquirers, private equity groups, and qualified individual investors who understand the value of non-medical home care. Every potential buyer is carefully screened for financial capability and cultural fit.
Timeline: Months 3-4
Marketing & Negotiations
We manage buyer meetings, facility tours, and negotiations while maintaining strict confidentiality to protect your ongoing operations. Our expertise in non-medical home care valuations ensures you receive maximum value for your years of hard work.
Timeline: Months 4-5
Due Diligence Management
The most critical phase is carefully managed to minimize disruption. We guide buyers through operational review, facilitate introductions to key stakeholders, and ensure regulatory compliance verification while maintaining complete business continuity.
Timeline: Months 5-7
Closing & Transition
Beyond the legal closing, we oversee a smooth ownership transition with special attention to caregiver retention strategies and client relationship continuity—ensuring the legacy you've built continues to thrive.
Timeline: Months 6-9
From start to finish, our comprehensive process typically spans 6-9 months, though timeline can vary based on agency size, market conditions, and specific transaction requirements. Our structured approach minimizes disruption to your operations while maximizing final valuation.
Success Stories
Exit Edge understood our family's desire to preserve the caring culture we built over 12 years. They found a buyer who shared our values and ensured our caregivers and clients were protected throughout the transition.
— Former Owner, Lakewood Home Care Services
Family-Owned Denver Metro Agency
Challenge: $2.3M revenue agency seeking succession planning solution that would preserve their caring culture and ensure continuity for clients and caregivers.
Solution: Strategic sale to regional healthcare company with aligned values and growth vision.
Result: Successfully transitioned 150+ clients and 80 caregivers with 95% retention rate, while achieving a premium valuation that recognized the agency's strong reputation.
Rapid-Growth Colorado Springs Agency
Challenge: $4.8M revenue agency with substantial expansion opportunities needed capital and expertise to scale operations.
Solution: Private equity acquisition structured with owner retention and significant growth capital.
Result: Achieved 3.1x EBITDA multiple (well above industry average), with former owner maintaining leadership role and implementing expansion strategy across Front Range.
Multi-Location Northern Colorado Agency
Challenge: $7.2M revenue agency with strong referral networks spanning multiple communities needed succession plan that would preserve relationships.
Solution: Strategic acquisition by national home care company seeking Colorado market entry.
Result: Premium valuation recognizing established referral partnerships and sophisticated operational systems, with seamless transition preserving all key relationships.
30+
Healthcare Companies Sold
We've successfully guided over thirty healthcare companies through the complex M&A process, with specialized focus on non-medical home care.
7
Month Average Timeline
Our efficient process moves from engagement to closing in an average of seven months, minimizing disruption while maximizing value.
95%
Client & Caregiver Retention
Our transition strategies ensure the vast majority of clients and caregivers remain with the agency through ownership change.
50+
Qualified Buyer Relationships
Our extensive network includes strategic buyers, private equity groups, and qualified individuals actively seeking Colorado home care acquisitions.
Initial Information Checklist: What We Need to Begin Your Valuation
To provide an accurate valuation and effectively position your non-medical home care agency in the market, we'll need comprehensive information across several key areas. This information not only helps determine your current value but also identifies opportunities to enhance value before going to market.
Don't worry if you don't have all of this information immediately available. Our team is experienced in helping owners gather and organize these materials. We can provide templates and guidance to streamline this process. The more comprehensive information we have, the more accurate our valuation and the stronger position we can create for your agency in the market.
All information provided is kept strictly confidential under our comprehensive NDA. We understand the sensitive nature of this data and maintain rigorous security protocols to protect your business information throughout the process.
Next Steps & Onboarding: Begin Your Exit Journey
Schedule Your Complimentary 30-Minute Valuation Discussion
Ready to explore your options without any obligation? Our complimentary 30-minute valuation discussion is designed to provide you with valuable insights while helping us understand your specific goals and timeline. During this confidential consultation, we'll cover:
Preliminary valuation range for your non-medical home care agency based on current market conditions
Recent transaction trends specific to Colorado's home care market
Buyer activity and interest in your agency's size and service area
Realistic process timeline tailored to your specific situation
Potential value enhancement opportunities to implement before going to market
Your specific goals, concerns, and ideal transition scenario
1
Confidential Call
We begin with a private conversation to understand your situation, goals, and timeline for selling your non-medical home care agency.
2
Mutual NDA
Before sharing sensitive information, we establish legal confidentiality protections through a comprehensive non-disclosure agreement.
3
Initial Assessment
We review your financial information and operational metrics to develop a preliminary understanding of your agency's value.
4
Valuation Discussion
We present our findings and discuss valuation ranges, market conditions, and potential enhancement strategies.
5
Engagement Decision
Based on our discussions, you decide if our process and expertise align with your goals for selling your home care business.
No Obligation. Education First.
We firmly believe that informed sellers make better decisions. Our initial consultation focuses on education and understanding your unique situation—not pushing you into a premature decision. Many owners engage with us 1-2 years before they're ready to sell, using our expertise to implement value enhancement strategies well in advance of going to market.
Frequently Asked Questions About Selling Your Home Care Agency
How are non-medical home care agencies valued?
Valuations typically range from 2.5x to 4.0x annual EBITDA, depending on profitability, growth trends, client retention, caregiver stability, and operational systems. EBITDA multiples of 3x to 6x are common for well-run agencies. Colorado agencies often command premium valuations due to the state's strong demographic trends and business-friendly environment.
What valuation range can I expect for my agency size?
For agencies in our $1M-$16M focus range:
$1M-$3M revenue: Typically individual buyers or small strategics, with valuations of 2.6x-3.2x EBITDA
$3M-$8M revenue: Regional healthcare companies and smaller PE firms, with valuations of 3-4.5x EBITDA
$8M-$16M revenue: National companies and established private equity, with valuations of 3.9-6.7x EBITDA
How do you maintain client relationships during the sale process?
We use strict confidentiality protocols and only introduce pre-qualified buyers. Most clients aren't informed until after a letter of intent is signed, ensuring minimal disruption to care delivery. Our staged disclosure process protects your business while ensuring transparency at the appropriate time.
What do buyers look for in non-medical home care acquisitions?
Key factors include client retention rates (above 80% annually), stable caregiver workforce, strong referral relationships, compliance history, profitable growth, and scalable systems. Colorado buyers particularly value agencies with strong private-pay client bases and established relationships with senior living communities.
How is caregiver retention handled during ownership transition?
We work with buyers to develop retention packages and ensure cultural fit. Most buyers understand that caregivers are the heart of the business and prioritize retention strategies. We typically recommend incentive programs, clear communication plans, and gradual integration of policies to maximize retention.
How does buyer interest differ from medical home care agencies?
Non-medical home care often attracts different buyers due to lower regulatory complexity, but the trade-off is typically lower multiples. However, the larger addressable market and growth potential can offset this. Colorado's strong aging demographic trends make non-medical agencies particularly attractive to regional and national buyers.
How do referral source relationships transfer to new owners?
We facilitate introductions between sellers and buyers to key referral partners. Most relationships transfer smoothly when positioned as expansion of services rather than ownership change. Our structured transition process includes joint meetings with key referral sources to ensure continuity.
What growth opportunities increase valuation?
Geographic expansion capability, specialized services (dementia care, veterans services), strong digital presence, recurring revenue contracts, and documented systems and processes all enhance valuation. In Colorado's competitive market, agencies with proven client acquisition systems command premium valuations.
How are earnouts typically structured in home care sales?
Earnouts are common (60-70% of deals) and usually based on revenue or EBITDA growth over 12-24 months. We structure these to be achievable and measurable. Colorado transactions often include retention bonuses for key staff and referral sources in addition to financial performance metrics.
What's a realistic timeline for my situation?
Most non-medical home care agency sales take 6-9 months from engagement to closing. Smaller agencies ($1M-$3M) may move faster, while larger, more complex agencies may take longer. Colorado's active M&A market can sometimes accelerate this timeline, particularly for well-positioned agencies in desirable markets like Denver, Boulder, and Colorado Springs.
Why Now Is The Right Time To Sell Your Colorado Home Care Agency
Colorado's 65+ population is projected to grow 145% by 2030, creating exceptional demand for aging-in-place services. This demographic surge is particularly pronounced in key markets like Denver, Boulder, Colorado Springs, and Fort Collins, where older adults increasingly prefer to remain in their homes rather than move to facility-based care.
This demographic tailwind is creating a perfect storm of opportunity for non-medical home care agency owners considering an exit. Your business is positioned in one of the fastest-growing segments of healthcare in a state with exceptional demographic trends.
Strong Buyer Interest
National home care companies are actively expanding into Colorado, seeking established agencies with strong reputations. Private equity firms view the state as a priority market for platform acquisitions, while healthcare systems are diversifying their service offerings through home care acquisitions. Even individual entrepreneurs are attracted to the recession-resistant nature of non-medical home care.
Multiple Expansion Trends
The home care sector is experiencing valuation multiple expansion as sophisticated investors recognize its unique advantages: recurring revenue characteristics, lower capital requirements than facility-based care, strong demographic tailwinds, and technology enablement opportunities that can drive efficiency and profitability.
Colorado Market Advantages
Colorado offers specific advantages that make home care agencies particularly valuable: higher than average household incomes support strong private-pay rates, a robust healthcare infrastructure creates abundant referral opportunities, a business-friendly regulatory environment simplifies compliance, and a growing retiree population choosing Colorado as their retirement destination creates expanding demand.
The convergence of these factors creates an exceptionally favorable environment for non-medical home care agency owners considering an exit. Valuations are at historic highs, buyer interest is unprecedented, and demographic trends continue to strengthen the long-term outlook for the sector. For owners who have built successful agencies, the current market offers an opportunity to maximize value while ensuring their legacy continues under new ownership.
Contact Exit Edge: Colorado's Premier Healthcare M&A Specialist
Ready to Explore Your Options?
Whether you're actively looking to sell your non-medical home care agency or simply exploring future possibilities, we're here to help. Our confidential consultation process begins with understanding your goals and providing education about the current market—with absolutely no obligation.
Our Colorado-based team specializes exclusively in healthcare transactions with particular expertise in non-medical home care. We understand the unique dynamics of this industry and the specific characteristics of the Colorado market that impact valuation and buyer interest.
Get in Touch
Phone: [Phone Number]
Email: [Email Address]
Website: [Website URL]
Office Location
[Street Address] [City, State ZIP]
Schedule a Consultation
Book your complimentary 30-minute valuation discussion to explore your options and get a preliminary valuation range for your agency.
Download Resources
Access our free guides on enhancing home care agency value, understanding the M&A process, and preparing for a successful exit.
Request Case Studies
Review detailed case studies of successful transactions we've completed for non-medical home care agencies throughout Colorado.
All inquiries are kept strictly confidential. We understand the sensitive nature of considering an exit and maintain rigorous confidentiality protocols throughout the entire process. Your business continuity is our priority—we work diligently to ensure clients, caregivers, and referral partners experience a seamless transition.
Legal Information & Confidentiality Statement
This information packet is confidential and proprietary to Exit Edge. The information contained herein is for discussion purposes only and does not constitute an offer to sell or solicitation to buy any securities.
Confidentiality Protocol
Exit Edge maintains strict confidentiality throughout the M&A process. All discussions are covered under comprehensive non-disclosure agreements, and information is only shared with pre-qualified buyers who have signed confidentiality agreements. We understand that premature disclosure of a potential sale can negatively impact operations, client relationships, and caregiver retention.
Information Accuracy
While we strive to provide accurate market information and valuation guidance, all projections and market analyses represent our professional opinion based on current market conditions. Actual transaction terms will depend on specific buyer negotiations, market conditions at time of sale, and the unique characteristics of your non-medical home care agency.
Third-Party Advisors
Exit Edge recommends that all clients engage appropriate legal and tax advisors throughout the M&A process. While we provide guidance on transaction structure and valuation, the specific legal and tax implications of any transaction should be reviewed by qualified professionals specializing in these areas.
The M&A process for non-medical home care agencies involves complex regulatory considerations specific to healthcare businesses. Exit Edge works closely with specialized healthcare transaction attorneys to ensure compliance with all applicable regulations, including those related to client privacy, caregiver employment, and state licensing requirements.
Our commitment to ethical business practices extends throughout the entire transaction process. We only represent sellers whose businesses we believe can be successfully transitioned with positive outcomes for all stakeholders—including clients, caregivers, and referral partners.