M&A Advisory You Can Trust
You’ve invested years of care and expertise into building your business. As you consider what’s next, Agenda Health is here to help you define your next chapter and realize the full value of your work with timely, expert guidance that is grounded in integrity and shaped by a faith-led, Christ-centered approach.
Guiding Healthcare Transactions with Decades of Experience & Purpose
As seasoned M&A advisors specializing uniquely in healthcare services, we bring decades of deep market knowledge and a values-first approach to every transaction.
Our proven track record and dedication to our principles and faith have helped numerous owners like you secure ideal terms and transactions for their life’s work. From initial consultation through closing, we’ll facilitate the sale of your healthcare business with integrity and accuracy, all the while focusing on what truly matters to you.
- Proverbs 15:22
Strategic M&A Insight for Specialized Healthcare Sectors
Helping hospice providers maximize value in M&A transactions while preserving their mission of compassionate end-of-life care.
Connecting home health businesses with values-aligned buyers and optimizing deals through a faith-led, value-driven approach.
Guiding behavioral health providers to partners who prioritize clinical quality, compassion, and fair market value.
Partnering with wellness providers in the medical aesthetics sector to maximize market value and accomplish their transition goals.
Enabling research centers to find the right partners to expand clinical trials and exit with confidence.
Supporting HRT owners with strategic M&A guidance in a high-growth, demand-driven segment of the longevity market.
30+
100+
$600M+
Proven Partners in Healthcare Transactions
From small family practices to multi-location networks, we’ve guided healthcare providers through impactful transactions that preserve their values while maximizing returns.
Chant Healthcare
C.A.B.S Autism & Behavior Specialists
Hear From Our Partners
Insights from Those We’ve Served
Hear from those who have gone before you and learn how our unique approach has helped healthcare organizations like yours achieve their transition goals and sell their business.
Having spoken with several agencies before making our decision, the transparency of Agenda stood out. That made it real simple: if we were going to do business, we wanted to do business with a firm of that integrity. They were present at every meeting, and the prep and debrief conversations meant we always knew what to expect. As we got closer to the end of the deal, it was new terrain for me and I didn’t know how to navigate it, but Agenda did a great job helping us work through those difficult talking points. In the end, they came through with everything promised on the front end, and that exceeded expectations.
Initially, the process felt overwhelming since it was my first time selling a business, but Agenda Health helped ease my concerns and answered all my questions. Agenda filled in the gaps where I lacked understanding … in the end, Agenda made a very complicated process feel simple.”
The Agenda Team was patient and went at the pace that we needed to go, which was important for us. They also provided education on the various dynamics of the process, which we greatly appreciated. We were introduced to a variety of buyers, which opened our eyes to various possibilities and gave us a good idea of what we were looking for in an acquirer. We would highly recommend Agenda for the value they bring.”
My overall experience working with Agenda was very positive. The team was professional, supportive, and ultimately delivered a great outcome. The valuation they provided was very insightful and valuable in understanding my company’s position, and I really appreciated the constant communication throughout the process, which kept me informed at every stage. Overall, the guidance, insights, and consistent support were invaluable in reaching a successful outcome, and I’m pleased with the experience.”
Agenda really understands ABA – they understood the differences in my practice and others and had great knowledge of the ABA-specific M&A market. They were able to clearly express our mission and program to potential buyers and understood what made my business different. Everyone was aligned on my goals and worked hard to accomplish them.”
Working with Agenda Health was a first-class experience. As first-time sellers, their clear communication and steady support helped calm our nerves throughout the process. We hadn’t planned to sell until Agenda provided a valuation, but we never felt pressured in this process. After Agenda presented our valuation information and the pros and cons of selling, we felt equipped to make an informed decision and committed to partnering with Agenda to sell our business.”
Agenda Health’s deep understanding of the ABA space and knowledge of the market made all the difference in my transaction. They knew exactly how to position our business and connected us with the right partner quickly. Agenda’s expertise gave us confidence every step of the way, and the outcome exceeded my expectations.”
Agenda gave us peace of mind and ease in selling our business. It’s such a big decision and undertaking, and Agenda takes something that’s probably one of the biggest decisions that a company owner is going to make and makes it easy and smooth. I would highly recommend it to anybody that is in our same kind of situation.”
Initially, the process felt overwhelming since it was my first time selling a business, but Agenda Health helped ease my concerns and answered all my questions. Agenda filled in the gaps where I lacked understanding … in the end, Agenda made a very complicated process feel simple.”
I needed an M&A firm with the connections to assist me with small, targeted home health investment opportunities that I could grow. Not only did Agenda Health deliver on that need, but they also managed the sale of that large agency at its maximized value. This team is able to excel at both large and small levels in M&A.”
Starting as a small hospice owner with a passion to grow, Agenda Health was instrumental in helping us identify acquisition opportunities and managing the process. Once we grew our company to over 600 patients in 7 states, Agenda found a buyer that allowed us to maximize our value and ensure that our family could retire comfortably. With over 10 years of experience working with their team, I can attest to their commitment to building long term relationships.”
Our family-owned, hospice company was only a small part of our $40 million healthcare enterprise, but it was intertwined with our home health business. Agenda Health worked with us to structure that divestiture and find the right partner. I recommend them to owners looking for a trusted and skilled partner.”
5 Streamlined Steps to Selling Your Business
Complimentary Consultation
Valuation & Analysis
Market Process
Due Diligence Management
Purchase Agreements & Closing
Complimentary Consultation
Valuation & Analysis
Our full-picture analysis combines market data, financial metrics, and expert insights to clearly convey your business’s value and determine the feasibility of a transaction. This helps us both understand your position and deal-making power as we ready your organization for sale.
Market Process
Due Diligence Management
Purchase Agreements & Closing
Complimentary Consultation
Valuation & Analysis
Market Process
After executing a listing agreement, we tap into our trusted network of qualified healthcare buyers to find culturally aligned partners who share your values and vision. Through a structured, multi-week process, we facilitate discussions with potential acquirers, manage their data requests, and assist with letter of intent (LOI) negotiations en route to signing the one best aligned with your goals.
Due Diligence Management
Purchase Agreements & Closing
Navigating Today's Healthcare M&A Landscape
Get expert insights into trending market dynamics, industry shifts, and strategic considerations shaping today’s healthcare transitions, backed by our faith-driven perspective and 30+ years of combined M&A expertise.
