Transforming Traditional Home Health and Home Care in the AI Revolution


Are you thinking about selling your home health, home care, or hospice business? Well, the AI revolution is reshaping the way organizations operate. It’s streamlining processes, enhancing care delivery, and unlocking new growth opportunities. Join us for a forward-looking panel discussion showcasing how leading agencies use AI today to drive measurable results—and what buyers are looking for tomorrow.

You’ll hear firsthand how organizations like Team Select and VNS Westchester apply AI to improve staffing, scheduling, forecasting, and financial operations. Learn how AI isn’t just theoretical…it’s already transforming daily workflows, reducing avoidable hospitalizations, and boosting productivity.

We’ll also explore the evolving M&A landscape, where innovation is becoming more valuable than scale. With deal volume flat, buyers are increasingly focused on operational precision and tech-enabled infrastructure. SimiTree’s Mark Romano will share what makes an agency stand out in today’s market—and how to prepare for Quality of Earnings and Clinical Diligence reviews in an AI-driven future.

What You’ll Learn:

  • Real-world examples of AI in scheduling, staffing, and forecasting
  • How to drive operational improvements and financial automation with AI
  • What today’s buyers want—and how AI readiness impacts valuation
  • Strategies to optimize care delivery, planning, and deal preparedness

Who Should Attend:

Home health, home care, and hospice owners, operators, and executive leaders interested in operational optimization, AI adoption, and market positioning.

Featured Speakers:

  • Mark Romano, Vice President Mergers & Acquisitions, SimiTree
  • Fred Johnson, President & CEO, Team Select
  • Jennifer Brullo, President, VNS Westchester
  • Moderator: Jarrett Bauer, CEO, Montauk AI