Solutions
People who choose a life of caring — and the organizations and communities they serve — deserve a special kind of support.
Understanding the keys to successfully selling your agency in a competitive market is critical — whether the reason you’re selling is for strategic expansion, retirement, or something else.
Join a candid conversation between experts; Becky Reel, Founder, Reel Home Care Consulting, and Bruce Vanderlaan, JD, Managing Director at Mertz Taggart, as they discuss strategies, preparations, and their personal experiences with navigating the complexities of selling a personal care agency. Whether you're looking to sell or buy, you'll learn valuable M&A takeaways from the real-world examples shared.
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Recorded Oct 23, 2018
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After working with Fortune 500 companies leading sales and product marketing teams, Becky Reel made the switch to home care when she took over her family’s agency. After joining the organization, the agency underwent radical changes and grew 300% year over year, along with being named the No. 1 home care agency in North America (For Papa’s Sake Home Care in the Chicago area) by Home Care Pulse (HCP) in 2022. Her agency was named one of the top 100 by HCP for seven years in a row. After selling her agency to private equity in 2023, she now helps home care agency owners and operators employ the same tactics to grow their businesses while improving their work-life balance.
Since 1992, Bruce has been a part of dozens of mergers and acquisitions transactions as an attorney representing one of the parties, a closing agent getting the deal done, or as an investment banker guiding a client through the process. He has advised many owners in the U.S. and Canada on the key performance indicators in home-based care and how they influence value, using them to increase profits day to day as well as in a transaction, and using data to improve their agencies. Vanderlaan has been a speaker at several national conferences, including the Home Health Care News Capital + Strategy conference, HHCN Home Care Conference, CareForum, TCIV, Home Care Association of Florida, and the Health Management Association. He has conducted numerous webinars and seminars and has published several articles on building value for agency owners.
People who choose a life of caring — and the organizations and communities they serve — deserve a special kind of support. So we help them to care smarter. Liberating them to focus on the people they serve. Providing solutions that make work flow, integrate insights, and update effortlessly.
People who choose a life of caring — and the organizations and communities they serve — deserve a special kind of support. So we help them to care smarter. Liberating them to focus on the people they serve. Providing solutions that make work flow, integrate insights, and update effortlessly.
WellSky is one of America’s largest and most innovative healthcare technology companies leading the movement for intelligent, coordinated care. Our proven software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum. In today’s value-based care environment, WellSky helps providers, payers, health systems, and community organizations scale processes, improve collaboration for growth, harness the power of data analytics, and achieve better outcomes by further connecting clinical and social care. WellSky serves more than 20,000 client sites — including the largest hospital systems, blood banks, cell therapy labs, home health, and hospice franchises, post-acute providers, government agencies, and human services organizations. Informed by more than 40 years of providing software and expertise, WellSky anticipates clients’ needs and innovates relentlessly to build healthy, thriving communities. For more information, visit wellsky.com.
People who choose a life of caring — and the organizations and communities they serve — deserve a special kind of support. So we help them to care smarter. Liberating them to focus on the people they serve. Providing solutions that make work flow, integrate insights, and update effortlessly. So they're able to anticipate — and exponentially increase — the impact of care.
People who choose a life of caring — and the organizations and communities they serve — deserve a special kind of support. So we help them to care smarter. Liberating them to focus on the people they serve. Providing solutions that make work flow, integrate insights, and update effortlessly. So they're able to anticipate — and exponentially increase — the impact of care.
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