What’s Happening in Home Care M&A And How it Impacts Operators (Cory Mertz) episode artwork

EPISODE · Mar 4, 2026 · 51 MIN

What’s Happening in Home Care M&A And How it Impacts Operators (Cory Mertz)

from Home Care Strategy Lab · host Miriam Allred

#49 Every home care business will go through a transition at some point in time via buy, sell, or exit. Cory Mertz, Managing Partner at Mertz Taggart shares why owners often overestimate “the multiple” and underestimate risk, and how factors like reimbursement exposure, transition planning, and management depth quietly drive value. We talk about common blind spots in profitable agencies, why highly unique businesses aren’t always the most attractive acquisition targets, and how buyers are thinking differently today than they were a few years ago. Cory also opens up about the emotional side of selling, the life events that change an owner’s timeline, and what transition risk really looks like before, during, and after a sale. Cory Mertz on [email protected] TaggartValue Acceleration Program

#49 Every home care business will go through a transition at some point in time via buy, sell, or exit. Cory Mertz, Managing Partner at Mertz Taggart shares why owners often overestimate “the multiple” and underestimate risk, and how factors like reimbursement exposure, transition planning, and management depth quietly drive value. We talk about common blind spots in profitable agencies, why highly unique businesses aren’t always the most attractive acquisition targets, and how buyers are thinking differently today than they were a few years ago. Cory also opens up about the emotional side of selling, the life events that change an owner’s timeline, and what transition risk really looks like before, during, and after a sale. Cory Mertz on [email protected] TaggartValue Acceleration Program

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What’s Happening in Home Care M&A And How it Impacts Operators (Cory Mertz)

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This episode was published on March 4, 2026.

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#49 Every home care business will go through a transition at some point in time via buy, sell, or exit. Cory Mertz, Managing Partner at Mertz Taggart shares why owners often overestimate “the multiple” and underestimate risk, and how factors like...

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