Why Choose SimiTree for Home Health M&A?

- 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
- 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.
- 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.
- 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.
- Market Referral Analysis
- Evaluate referral patterns and growth potential in target markets.
- Identify untapped opportunities and assess brand loyalty in seemingly saturated markets.
- Post-Close Integration
- Ensure smooth transitions, focusing on care continuity and staff retention.
- Provide interim management, technology consulting, and operational support.
- 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

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PDGM Impact Assessment
We evaluate financial implications of the Patient-Driven Groupings Model.
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Star Rating Analysis
We assess quality measures and their impact on business value and growth.
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Regulatory Compliance
We address complex federal and state regulations for home health agencies.
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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
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Forward-Looking Reimbursement Analysis: Our team provides insights into upcoming changes in reimbursement structures, helping you make informed decisions about long-term value.
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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
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SimiTree combines deep industry knowledge with comprehensive due diligence services, offering unique insights into a complex and ever-changing industry.
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We analyze historical performance under PDGM, evaluate the agency’s adaptation to the model, and project future performance based on clinical and operational factors.
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Star ratings are crucial in valuations as they impact referrals and reimbursement. We assess current ratings, identify improvement opportunities, and evaluate their impact on future growth.
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We offer comprehensive post-close integration services, including interim management, technology consulting, and operational support to ensure a smooth transition and maximize value.
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Yes, our expert team provides detailed valuations considering factors beyond just market trends like PDGM impact, market position, and growth potential.