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Key Considerations for Home-Based Care Mergers & Acquisition Buyers

9/27/2023

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Home-based care leaders seeking to become buyers must familiarize themselves with the legal transaction lifecycle to avoid common pitfalls. The mergers & acquisition (M&A) transaction lifecycle typically includes three phases: strategy and sourcing, due diligence and execution, and integration. During due diligence and execution, legal counsel becomes involved, and this phase is critical for success.

Due diligence starts informally, with the seller sharing relevant information with the buyer. As the deal progresses, it becomes more formal, involving diligence request lists, management meetings, diligence calls and data rooms. Various types of diligence can take place, such as financial, legal, insurance, employee benefits, billing and coding claims review, and lender diligence. Home-based care companies should also be aware of the following: regulatory issues that can complicate transactions, the agency’s tax structure, and if operating under the franchise model what permissions are needed to sell.

For additional information on considerations for M&A, please click HERE.
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  • Membership Resources
    • Member Login
    • Code of Conduct
    • Resources
    • Newsletters
    • Product & Services Guide
    • Join HCAOA
    • Member-Get-A-Member
    • Benefits: Agency Membership
    • Benefits: Associate Membership
  • State Chapters
    • State Chapters
  • Education/Events
    • Calendar
    • On-Demand Video Library
    • 2025 National Home Care Conference >
      • Exhibitor Opportunities
      • Sponsorship Opportunities
  • Advocacy/Policy
    • Advocacy Fund
    • Issues & Positions
    • Legislative Action Network
    • State & Federal Legislative and Regulatory Tracker
    • Industry Reports
    • Home Care by the Numbers
  • About HCAOA
    • Mission & Vision
    • Board of Directors
    • Committees
    • Staff
    • Caregiver of the Year Award >
      • 2025 Nomination Form
    • News Releases
    • Sponsorship Opportunities
    • Contact Us
  • Find a Job