Sell My Home Health Care Business in Arizona: the full guide

The first thing I ask for is revenue broken out by payer. Private pay, Medicare, ALTCS through AHCCCS, VA, and long-term care insurance each bring a different buyer and a different set of questions about rates, billing and audits.

A private-pay companion care agency and a Medicare-certified skilled agency can both be called home health. They do not sell to the same people. One buyer wants clean intake and scheduling. The other wants clinical records, survey history and a billing staff that knows the claims cycle. I sort out which file you have before I decide who sees the teaser.

The earnings number underneath all of that is built the way I describe on how Arizona business valuation works. Owner pay, family on payroll and one-time costs are covered on add-backs and SDE in Arizona.

Clients bond with the person who comes to the house. A buyer reads the caregiver roster the way a landlord reads a rent roll: tenure, hours, turnover, and whether they are W-2 or 1099. High turnover is not unusual in this field, so the honest version of your numbers is worth more than a polished one.

New clients come from somewhere. Discharge planners, case managers, physicians, placement advisors and families who found you online. If most of those calls come to your cell because they know you, the buyer is paying for relationships that may not survive the handoff. Referral sources the office handles, tracked in your intake software, hold their value.

How being the face of the agency shows up on price is on how owner dependency affects price. Introducing the new owner to referral sources after closing is part of seller transition in Arizona.

State licensing through the Arizona Department of Health Services, Medicare and AHCCCS provider enrollment, and any accreditation can each require their own change-of-ownership filing. Whether the deal is an asset sale or a stock sale can change which filings apply and how long the buyer waits to bill under their own name.

That timeline can set the closing date more than the buyer's lender does. I get your license and enrollment documents early and put them in front of your healthcare attorney. I am a broker, not your lawyer or a regulator, and this page is not legal advice. My job is to make sure nobody learns about a filing deadline in the last week of escrow.

The structure question is on asset vs stock sale in Arizona. What the buyer asks for once they are under LOI is on due diligence for Arizona sellers.

Competing agencies recruit caregivers all the time. A rumor that you are selling gives them a reason to call yours, and a worried family may move their parent before anything has changed. The teaser describes the agency by service type, payer mix and region. No name, no client details. Buyers sign an NDA first. The full process is on how a confidential sale works.

Placement and advocacy firms sell too. There are no caregivers on payroll, so the buyer looks at the communities and care homes you work with and whether families find the company or find you.