Download the Seller Readiness Playbook
for Home-Based Care
Strong exits are built before the process starts.
This whitepaper breaks down the readiness work that helps home health, hospice, home care, palliative, and post-acute operators protect valuation, reduce diligence risk, and improve certainty to close.
What is inside the Playbook
Exit Timing Strategy
Understand why most successful exits are prepared 12–24 months before going to market.
Valuation Readiness
Learn the seven operational and financial workstreams that influence valuation multiples.
EBITDA & KPI Visibility
See how buyers evaluate adjusted EBITDA, margin quality, and operational reporting.
Owner Dependency Risk
Understand why most successful exits are prepared 12–24 months before going to market.
Deal Structure Fundamentals
Understand IOIs, LOIs, exclusivity periods, and what really impacts cash at close.
Choosing the Right Buyer
Learn why the highest bidder is not always the best long-term strategic fit.
Built specifically for home-based care operators
Montauk AI Framework
A structured framework to help home-based care operators build value, improve readiness, and execute stronger exits.
Operate
Build a business buyers actually want. Strengthen financial visibility, operations, leadership depth, and compliance before going to market.
Optimize
Improve margins, reporting clarity, and operational performance before buyers begin diligence and valuation review.
Exit
Run a structured exit process focused on valuation, buyer fit, deal terms, and certainty to close.
Who should download this?
Founder-led home health, hospice, home care, palliative, or post-acute businesses.
CEOs and ownership groups thinking about a sale in the next 12 to 24 months.
Operators who have received inbound buyer interest.
Owners who want to understand how buyers evaluate earnings quality, KPIs, compliance, and leadership depth.
Sponsors or investors supporting portfolio companies through exit readiness.
About Montauk
Montauk AI is a home-based care investment bank and advisory firm focused on helping operators prepare for and execute successful exits. We work with founder-led and mid-market companies across home health, hospice, home care, palliative, and post-acute care.
Our work spans sell-side readiness, valuation strategy, buyer mapping, process design, IOI and LOI evaluation, transaction structure, and buyer fit assessment.
