Market Assessment - Montauk AI

Limited Access · Free Through September 29

Put the Montauk AI Market Assessment to work, free through September 29.

Institutional-grade valuation, forecasting, and exit-readiness analysis, now in the hands of home-based care operators. No engagement required to get started.

Through September 29, any home health, home care, hospice, or digital health operator can run the full Montauk AI Market Assessment at no cost. See your real-time valuation, model revenue and cash flow, and understand exactly what drives your enterprise value, long before a process begins.

Real-time, AI-powered valuation of your business
Predictive forecasting for revenue, costs, and cash flow
Market and deal intelligence from live transaction activity
Investor-ready board decks and reports from your own data

Request your free access

Tell us a bit about your business. A member of the Montauk AI team will reach out to set up your access and a short orientation.

First Name *

Last Name *

Work Email *

Company Email *

Job Title *

Company Name *

Company Type *

Annual Revenue

Where are you in the process?

What do you most want from the Market Assessment? (optional, choose any)

Phone (optional)

What are you hoping to learn?

Inside the Market Assessment

One view of your valuation and your operations, at the same time.

Capabilities that have historically been reserved for the largest and best-advised companies in the sector, built for home-based care operators.

Real-Time Valuation

AI-powered valuations that update as your numbers change, so you always know what your business is worth.

Predictive Forecasting

Model revenue, cost, and cash flow with scenario planning that was once reserved for the largest operators.

Market & Deal Intelligence

Industry and competitor insight drawn from current deal activity across home-based care.

Board & Investor Materials

Board decks, performance reports, and strategic materials generated directly from your own numbers, in the format buyers and boards expect.

Diligence Readiness

See where you stand on the five factors buyers scrutinize: financial performance, operational infrastructure, growth readiness, market position, and value-creation opportunity.

One Operating View

The valuation side and the operating side of your business, together, in a single objective read.

50 to 70%

of executed letters of intent in home-based care fail to close.

The Market Assessment is built to close that gap earlier, giving you the visibility to strengthen your business well before a process begins.

THE MODEL

Operate. Optimize. Exit.

Strong outcomes are built long before a transaction begins. The Market Assessment gives you a practical starting point.

OPERATE
Run with a clear view

See performance and value objectively, not as a guess. Know where you stand on the metrics that define enterprise value.

OPTIMIZE
Tighten the weak spots

Improve reporting, KPI infrastructure, and margin discipline before the market defines the story for you.

EXIT
Protect value at the table

Walk into a process with the clarity and materials buyers expect, and protect value across price, structure, and certainty.

1

Founder-led home health, home care, hospice, palliative, and post-acute businesses

2

CEOs and ownership groups weighing a sale in the next 12 to 24 months

3

Operators who have received inbound buyer interest

4

Sponsors and investors supporting portfolio companies through readiness

5

Owners who want to understand how buyers evaluate earnings, KPIs, and concentration

Who This Is For

Built for founders and operators

Typically $5M to $100M in revenue, founder-led or mid-market.

HOW IT WORKS

Set up in minutes

No cost and no commitment through September 29.

1 Request access

Fill out the form above. It takes a few minutes, and there is no cost and no obligation to engage Montauk AI.

2 Get Oriented

A member of the Montauk AI team helps you set up and put the Market Assessment to work for your business.

3 See where you stand

Your valuation range, your forecast, and the five diligence factors buyers scrutinize, all built from your own numbers.

Exit readiness is not a moment in time. It is built early.

Put in your numbers, see where you stand, and understand what is driving your value. Through September 29, that starting point is free.

About Montauk

Montauk AI is the home-based care investment bank, purpose built for maximum value.

Founded by industry veterans and built for home health, home care, hospice, and digital health businesses, Montauk AI combines strategic advisory, market intelligence, and AI-driven technology to help operators improve performance, understand valuation readiness, and execute transactions with greater certainty.

Questions about the program?
jbauer@montauk.ai