Confidential valuation for agency owners
A free, confidential review shows what a buyer may pay for your agency, and why.
Start here
Share the basics and we will review your agency through the lens of value, readiness, buyer fit, and the issues that could affect price. You do not need to be ready to sell now.
Your information is kept confidential. A valuation request does not start buyer outreach or public marketing.
Use this form to start a private valuation conversation.
Prefer to talk? Call (619) 786-7378.
Valuation method
A home care valuation estimates the range a buyer may pay for an agency. Most valuations follow the same four steps, and the judgment is in how each step applies to your agency.
Last reviewed October 2026
Start with P&Ls and tax returns, then adjust for owner compensation, add-backs and non-recurring expenses so earnings reflect what the agency produces for a new owner. Every add-back needs support a buyer can test. See how to support exit add-backs and why buyers look past net income.
Use the earnings measure a buyer for an agency of your size is likely to use. The SDE or EBITDA section below explains the difference.
The same earnings can support different multiples depending on license type, payer mix and clinical complexity. See 2026 valuation multiples by agency type.
Payer mix, census stability, staff retention, referral concentration, compliance history and owner dependence can move value up or down. Then compare the headline price with cash at closing, because working capital and other deal terms can change what you receive. See the working capital peg guide.
| Illustration only – not an estimate of your agency | |
|---|---|
| Hypothetical normalized SDE | $400,000 |
| Private duty and non-medical home care planning range | 2.5x-4.0x SDE; higher for larger, manager-led platforms |
| Resulting range, before the step 4 adjustments | $1,000,000 to $1,600,000 |
These are planning estimates from our home care multiples guide, not a published transaction dataset, market average, appraisal or promised sale price.
Process
The goal is to understand value and next steps without pushing you into a sale process before you are ready.
Tell us your agency type, location, approximate size, timing, and what you are trying to understand.
We review the business through agency type, earnings quality, payer mix, census, staff, compliance, and buyer-fit lenses.
You get context on likely value drivers, risks, buyer questions, readiness, and what could improve positioning.
You can keep planning, prepare before selling, respond to buyer interest, or move toward a confidential sale process.
Valuation drivers
Most home care and home health agency valuations start with normalized earnings, but earnings alone are not enough. Buyers also evaluate payer mix, census/client stability, caregiver or clinical staff retention, referral concentration, compliance history, margins, owner dependence, working capital, and whether the agency can transition cleanly.
For a closer look at these operating metrics, see the home care agency KPIs buyers review before valuation.
Smaller owner-operated agencies are often reviewed through SDE. Larger agencies with management depth are more likely to be reviewed through adjusted EBITDA.
Private pay, Medicare, Medicaid waiver, VA, managed care, and commercial payer exposure affect revenue quality and margin repeatability.
Buyers look for durable client volume, low concentration, predictable care patterns, and referral channels that can survive a transition.
Caregiver, nurse, clinician, scheduler, and management continuity can support buyer confidence and reduce transition risk.
Licensure, CHOW issues, accreditation, provider enrollment, claims history, and survey outcomes can all affect diligence and pricing.
If the owner controls referrals, recruiting, scheduling, clinical oversight, or billing, buyers may discount for transition risk.
Agency type table
The same revenue and earnings can mean different things depending on license type, payer mix, clinical complexity, referral concentration, and transition requirements.
| Agency Type | What Buyers Review | Common Value Questions |
|---|---|---|
| Private duty and non-medical home care | Private-pay mix, caregiver retention, client hours, referral sources, scheduling depth, owner role. | Are revenue and caregivers transferable without the founder? |
| Medicare-certified home health | CHOW, survey history, clinical leadership, census, episode mix, quality indicators, payer trends. | Can the license, staff, and payer relationships transition cleanly? |
| Hospice | ADC, referral concentration, cap exposure, survey/compliance history, clinical staffing, payer mix. | Is census durable and are compliance risks understood before diligence? |
| Senior care and personal care | Recurring care patterns, waiver exposure, staff continuity, local reputation, referral relationships. | How predictable is demand, and what makes the agency defensible? |
| Home care franchise resale | Territory rights, franchisor approval, royalties, brand requirements, transfer rules, local performance. | Will the buyer fit both the agency and the franchisor’s transfer process? |
Calculator caution
Searches for a home health care business valuation calculator usually come from owners looking for a quick range. A calculator can help frame the question, but it can miss the variables buyers actually use to price risk.
A better valuation reviews earnings quality, add-backs, payer mix, census, staff, licenses, compliance, margins, growth, and likely buyer pool before treating any number as meaningful.
To prepare, gather trailing-twelve-month earnings, a list of owner add-backs, your payer mix and the share of clients from your top referral sources, then work through the four steps above.
| Quick Calculator Misses | Buyer Diligence Asks |
|---|---|
| A single revenue or profit number | Normalized earnings, add-back support, margins, and working capital. |
| Generic industry multiple | Buyer fit by agency type, payer mix, clinical risk, and scale. |
| No confidentiality context | Whether the owner wants planning only, buyer response help, or a sale process. |
| No transition risk adjustment | Owner role, staff depth, referral concentration, and operational transferability. |
Information needed
You can start with basic information. Better records create a more useful valuation conversation, especially if you are closer to selling or already have buyer interest.
P&Ls, tax returns, year-to-date revenue, payroll, owner compensation, add-backs, and non-recurring expenses.
Revenue by payer, service line, location, client/census trends, and any concentration by customer or referral source.
Staff roster, caregiver or clinical tenure, leadership depth, scheduling process, owner role, and systems used to run the agency.
Licenses, certification, accreditation, survey history, CHOW considerations, provider enrollment, and known compliance issues.
Valuation to sale
The useful output is not just a range. It should help you understand likely buyer questions, where your agency may be strong, what could create diligence pressure, and whether the right next step is planning, preparation, responding to buyer interest, or starting a confidential sale process.
Valuation questions
A home care agency valuation usually starts with normalized earnings, then adjusts for payer mix, margins, census/client stability, caregiver retention, referral sources, owner dependence, compliance history, growth, and likely buyer fit.
Yes. A valuation request is reviewed privately. It does not start buyer outreach, public marketing, staff notification, or referral-source disclosure.
Yes. Many owners request a valuation months or years before a sale to understand value, timing, readiness gaps, and what buyers may focus on later.
The biggest drivers are normalized earnings, payer mix, margins, census stability, staff retention, referral concentration, compliance history, owner dependence, growth, and buyer fit.
No. A calculator can create a rough estimate, but a real valuation needs context around earnings, payer mix, census, licenses, staff, compliance, and transition risk. To prepare your own numbers first, see How a Home Care Valuation Is Calculated above.
Private duty home care may focus more on private-pay mix and caregiver retention. Home health adds Medicare certification, CHOW, survey history, and clinical leadership. Hospice adds ADC, cap exposure, referral concentration, clinical staffing, and compliance risk.
Basic revenue, earnings, agency type, location, payer mix, and timing are enough to start. P&Ls, tax returns, payroll, census data, licenses, staff roster, and referral details make the valuation more useful.
Yes. A valuation can help you understand whether buyer interest is serious, what your agency may be worth, what information to share, and whether the proposed path protects confidentiality.
We review the information, ask follow-up questions if needed, and discuss likely value drivers, buyer questions, readiness, and whether the next step is planning, preparation, or a confidential sale process.
No. A free valuation is an opinion of value to help you plan. If you need a valuation for lending, tax, estate or legal purposes, you may need a qualified appraiser.
Private next step
If you own a home care, home health, hospice, senior care, pediatric home care, or home care franchise business, start with a confidential valuation before going to market or responding to buyer interest.