Mergers & Acquisitions Master Class

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About This Virtual Master Class Series

Whether you’re a home health, hospice, or home care agency owner thinking about selling in the next few years—or simply want to understand what drives value in today’s market—this three-part master class will give you the knowledge you need to make informed decisions. Mergers and acquisitions activity in healthcare services continues to accelerate, and owners who prepare strategically are consistently rewarded with stronger outcomes.

Join Cory Mertz and Michael Lloyd of Mertz Taggart—a leading M&A advisory firm specializing exclusively in healthcare services—for a practical, no-nonsense series designed for agency owners, operators, and leadership teams. You’ll gain insight into current market dynamics, learn how to build and protect the value of your organization, and walk away with a clear understanding of how the sale process works from start to finish.

Speakers: Cory Mertz and Michael Lloyd, Mertz Taggart

Designed for Your Busy Schedule

Each class includes a presentation and live Q&A session.

Attend live or access recordings at your convenience.

On-demand classes will be available at the conclusion of the live series.

  • Mergers & Acquisitions Master Class for Home Health, Hospice & Home Care

    $499


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    Key topics covered include:

    • The M&A Marketplace – A data-driven look at current deal activity, buyer demand, and valuation trends across home health, hospice, and home care
    • Maximizing the Value of Your Company – Actionable strategies to make your agency more attractive to buyers and command a premium valuation
    • Risk Mitigation and Deal Readiness – Identifying and addressing the key risk factors buyers evaluate, including leadership succession and operational continuity
    • The Sale Process – A step-by-step walkthrough of how a transaction works, whether you go it alone or engage an advisory firm
    • The Role of an M&A Advisor – Understanding when and why professional representation leads to better outcomes for sellers


    Whether you’re actively considering a sale, planning years ahead, or simply want to understand your options, this master class will equip you with the insights and frameworks to approach M&A with confidence. Don’t miss this opportunity to learn directly from experienced healthcare M&A advisors.

Meet the Speakers

Cory Mertz,
M&AMI – Managing Partner

Cory Mertz, M&AMI, is a managing partner of Mertz Taggart. Cory has a track record of successful transactions within the rapidly changing healthcare industry. Coupled with a wide variety of business experience including business development and operations management, Cory’s skill set has helped many healthcare entrepreneurs realize their exit planning goals.

Cory is a speaker at regional and national healthcare conferences on topics ranging from maximizing value for your company to the processes and pitfalls of selling a healthcare company.

Michael Lloyd,
M&A Associate

Michael brings a wealth of knowledge of the Home Health and Hospice market to Mertz Taggart. Michael’s career began as a Patient Care Representative for a large national provider, where he learned how Home Care agencies operated daily. His passion for patient care led him to the vendor side of Home Care, where he was the first employee of a start-up data company where CMS data was utilized to drive agency growth and improve outcomes.

Before joining Mertz Taggart as the lead M&A Associate in the Home Care Division, Michael provided clinical and financial services to clients at an industry-leading consulting firm. All these experiences have allowed Michael to build an extensive network of industry leaders to whom he brings value throughout their exit planning strategy.

Master Class Schedule

Class 1 | 12:00 PM ET Thursday, July 9, 2026

The M&A Marketplace: What’s Happening Now in Home Health, Hospice & Home Care

Get a comprehensive overview of the current M&A landscape in home health, hospice, and home care, including the latest deal activity, who is buying, and what is driving valuations.

  • Topics include:
  • Current M&A deal volume and valuation multiples across home health, hospice, and home care
  • Key buyer types and what they are looking for in acquisition targets
  • Market forces and regulatory trends shaping deal activity in 2026
Class 2 | 12:00 PM ET Thursday, July 16, 2026

Building and Maximizing the Value of Your Agency

Learn the key drivers of company value and the steps you can take today to position your agency for a premium outcome when it’s time to sell.

  • Topics include:
  • What buyers evaluate and how to strengthen your agency’s value proposition
  • Reducing risk through leadership succession planning and operational independence
  • Financial and operational benchmarks that drive premium valuations
Class 3 | 12:00 PM ET Thursday, July 23, 2026

The Process of Selling Your Company

Understand the end-to-end process of selling a home health, hospice, or home care agency, from initial preparation through closing.

  • Topics include:
  • Preparing your agency for a successful sale process
  • How a transaction is structured from LOI through closing
  • The benefits of professional M&A representation versus selling on your own