simitree home health mergers and acquisitions
  • Gain Industry-Specific Expertise: Receive insights from a team that deeply understands home health regulations, reimbursement models, and operational challenges.  Our team has, on average, 20 years of experience in home health, home care, and hospice.
  • Receive Comprehensive Due Diligence: Receive comprehensive assessments of clinical quality and billing compliance, financial performance, and operations, specifically tailored to each home health agency.

Our Comprehensive M&A Services for Home Health

  1. Quality of Earnings/Financial Due Diligence
    • Validate and analyze financial performance.
    • Examine billing practices and key operational metrics including key PDGM metrics, payer mix, census, direct costs visit, and referral trends.
    • Provide detailed reports on financial performance, company trends, and benchmarking comparisons.
  2. Clinical Compliance Due Diligence
    • Assess risk factors unique to home health, including OASIS accuracy and care plan compliance.
    • Review clinical and billing documentation, assess potential reimbursement risk, and gain insight into operational processes as they relate to payer conditions of participation and conditions of payment.
  3. Business Valuations
    • Provide accurate valuations considering factors like PDGM impact and star ratings.
    • Look beyond capital structure to assess company management, operational details, and market activity.
  1. Market Referral Analysis
    • Evaluate referral patterns and growth potential in target markets.
    • Identify untapped opportunities and assess brand loyalty in seemingly saturated markets.
  2. Post-Close Integration
    • Ensure smooth transitions, focusing on care continuity and staff retention.
    • Provide interim management, technology consulting, and operational support.
  3. Home Health Value Based Purchasing (HHVBP) Analysis
    • VBP Assessment: Comprehensive evaluation of performance metrics and trending analysis
    • Data Analysis: Data-driven insights into target areas for improvement
    • Performance Improvement Projections: Forecasted scores for each individual metric including projected payment adjustments

SimiTree’s Home Health M&A Differentiators

  • PDGM Impact Assessment

    We evaluate financial implications of the Patient-Driven Groupings Model.

  • Star Rating Analysis

    We assess quality measures and their impact on business value and growth.

  • Regulatory Compliance

    We address complex federal and state regulations for home health agencies.

  • Value-Based Purchasing (VBP) Analysis

    We assess performance in VBP and strategies for success in this reimbursement model.

SimiTree’s Unique Approach to Home Health M&A

  • Forward-Looking Reimbursement Analysis: Our team provides insights into upcoming changes in reimbursement structures, helping you make informed decisions about long-term value.

  • Operational Efficiency Evaluation: We assess key operational drivers that impact reimbursement, such as visit utilization, care coordination, and patient outcomes.


Partner with SimiTree for Your Home Health M&A

SimiTree serves strategic buyers, private equity firms, not-for-profit organizations, and individual investors.
Contact us to leverage our industry-leading insights and maximize your transaction value.

Get Started With SimiTree Today!

Contact us today to learn more about how our specialized solutions can support your practice’s growth and success. 

Frequently Asked Questions