Interactive Tool

When Should I Sell My Home Care Agency?

Answer 5 quick questions to get a personalized timeline estimate for selling your home care business, plus specific recommendations for your situation.

Exit Timeline Calculator

1. How organized are your financial records?

Clean & audit-readyCPA-prepared financials, clear P&L, documented add-backs

Basic but needs workQuickBooks/accounting software, but not buyer-ready

Messy or commingledPersonal/business mixed, incomplete records, needs cleanup

2. Do you have documented systems and SOPs?

Fully documentedSOPs for all processes, training manuals, org chart

Partially documentedSome processes documented, but gaps exist

Mostly in my headLittle to no written documentation

3. How involved are you in daily operations?

Minimal (<10 hrs/week)Business runs without me, I focus on strategy

Moderately involved (20-40 hrs/week)I handle some operations but have capable staff

Highly involved (40+ hrs/week)I'm essential to daily operations

4. How urgently do you need to exit?

ASAP (within 6 months)Health, burnout, or other pressing reason

Planned (12-24 months)Have a target date but some flexibility

Flexible (2-5 years)Exploring options, will wait for right deal

5. What type of agency do you operate?

Private-duty home care onlyNon-medical personal care services

Medicare home healthCMS-certified skilled nursing and therapy

Both home health and home careCombined Medicare and private-duty services