Selling Your Business with a Healthcare M&A Advisor

Selling your business is all about timing. Whether this is the first time you’ve thought about listing your healthcare business for sale or you’ve come to us with your mind made up, we are dedicated to meeting you wherever you are to help you understand your options.

Agenda Health specializes in healthcare M&A advisory services in the lower middle market and middle market. We help business owners navigate the complexities of divesting their hospice, home health, behavioral health, and other healthcare businesses.

Seller Process

Introductory Call

With our people-first approach, our M&A advisors are committed to listening and learning about your intentions for the sale of your healthcare business so we can get the results you desire.

  • We begin with an introductory conversation to fully understand your agenda for the sale, including your goals, timelines, and stipulations.
  • We help you understand current market trends and valuation multiples in order for you to decide if this is the right time to sell.
  • We’ll discuss what types of potential buyers may be the best fit for you, whether financial or strategic and guide you in the best course of action.
  • If you decide waiting is the best move, we offer our expertise to help you set benchmarks to prepare for a successful future sale.

Agenda’s team is highly skilled in quickly and accurately valuing healthcare businesses. We keep a close watch on market trends to produce a pragmatic initial valuation for your business.

  • Leveraging years of industry experience and constant observation of market trends, we are able to provide a rough estimate of your business’s value as a result of the introductory call to set expectations for the sale.
  • For your detailed valuation, we have our own list of diligence requests for financial and operational data, which we know from experience buyers will want to see. Gathering this information up front will help expedite the process in further steps.
  • Our team will analyze your company’s data in order to determine the best valuation possible. Our familiarity with these diligence documents allows us to determine your appropriate adjusted EBITDA and identify relevant trends within your operations to ensure you achieve the maximum value for your business.

After completing the valuation process, we engage buyers from our established and extensive network to create a competitive process that ensures the best fit and value for both sides.

  • Once a listing valuation is agreed upon by the seller, we proceed by contacting buyers in our network whose specific interests are aligned with the selling company’s offering (geography, revenue/EBITDA, post-deal plans, etc.). We only share information in general terms in order to ensure confidentiality while piquing each buyer’s interest prior to signing a non-disclosure and confidentiality agreement (NDA).
  • Once NDAs have been signed, we send a high-level financial and operational document to these buyers and facilitate introductions as necessary.
  • At this point, we manage the submission of offers from all interested parties and aid the seller in selecting the offer that provides them with a combination of the greatest value and overall alignment with their objectives.

Our advisors’ main goal during this phase of the process is to bring simplicity to a hectic time. Take comfort that our team has the knowledge and expertise to guide you every step of the way.

  • We coordinate data exchange with each third-party vendor and meticulously track progress on outstanding items.
  • Agenda Health offers Virtual Data Room management for every transaction.
  • Our team is always available for questions and discussions with our sellers.

Agenda Health has a history of making equitable deals that mutually benefit both buyers and sellers. We value people and relationships above all, and we’ll work tirelessly to get you the best terms for your sale, no matter what it takes.

Agenda Health is committed to excellence. After months of work and effort, our team will ensure a smooth transition for both sides of the sale.

Want to hear from those who have gone before?

We want to connect you with other sellers who have forged the same path. Take a look at our Community Hub to read their stories.