Mergers & Acquisitions in Home Care: What You Need to Know
Welcome to The Home Care Experience with T&A! In Episode 7, Amy and Troy explore the complex—and often misunderstood—world of buying and selling home care agencies. If you've ever thought about selling your agency, acquiring another, or advising someone through the process, this episode is for you. Get practical legal and financial guidance, learn what mistakes to avoid, and walk away with a much clearer idea of what it takes to succeed in a home care M&A.
You’ll Learn:
You’ll Learn:
- What a proper M&A process looks like in home care
- Stock vs. asset purchase: pros, cons, and consequences
- How due diligence protects both buyer and seller
- Why rushing the deal can backfire
- When to call in the professionals—and why it matters
🎧 Don’t miss Troy’s real talk about brokers and Amy’s breakdown of why a “friendly deal” still needs legal backup.
0:00 – Intro
0:46 – What "Mergers & Acquisitions" Really Means
2:00 – The Realities of the Process
3:30 – NDAs and Sharing Info
4:30 – The “Non-Binding” LOI Myth
8:00 – Stock Purchase vs. Asset Purchase
13:45 – Due Diligence: Financial vs. Clinical
18:00 – Regulatory and Tax Landmines
26:00 – Cost Reports, Buyer Risk & CPAs
30:00 – The Broker Factor
40:00 – Red Flags, “Too Good to Be True” Deals
45:00 – Final Thoughts
Hashtags:
#HomeCarePodcast #HealthcareHeroes #CaregivingTips #MergersAndAcquisitions #HealthcareLeadership #HomeCareInnovation
Disclaimer: The information provided in this episode is for general informational purposes only and does not constitute legal or financial advice. Always consult with your own attorney, CPA, or qualified advisor before making decisions related to buying, selling, or operating a home care business.
Creators and Guests
Host
Amy Taylor
Amy Taylor is the founder of Knight Home Care Financial, specializing in business development and financial solutions for the home care and hospice industries. She is an active member of the Texas Association of Home Care & Hospice and a passionate advocate for caregivers.
Host
Troy Brooks
Troy Brooks is a seasoned healthcare attorney with over 20 years of experience in regulatory compliance, mergers and acquisitions, and home care licensure. A former Assistant General Counsel for the Texas Department of Human Services, he brings deep industry insight and a sharp sense of humor to the show.
Producer
Joshua Long
Joshua Long is a feature film, commercial and new media producer with more than a decade of experience. His experience in digital content production, planning and resource management provide tremendous value to TheRiot Agency’s production capabilities. He also manages TheRiot Agency’s subsidiary, Greenlit Entertainment.
