Mertz Taggart

Mertz Taggart is a leading mergers and acquisitions firm that specializes exclusively in healthcare services. With over 140 successful transactions since 2006, our extensive knowledge of the healthcare industry, coupled with our hands-on experience owning and operating a healthcare company, allows us to provide our clients with a unique perspective and invaluable insights into the challenges and opportunities they face.

Our team, led by Cory Mertz, M&AMI, and Kevin Taggart, has a deep understanding of the intricacies of the healthcare industry. This allows us to tailor our services to meet the specific needs of each client. Our goal is to maximize the value of your healthcare business, positioning it correctly in the market, creating professional materials, and most importantly, creating a confidential competitive process to attract the most qualified buyers.

Our Services

At Mertz Taggart, we understand that selling a healthcare business is a significant financial event that can impact retirement, future business ventures, and personal net worth. Most business owners do not have the time, experience, or resources to professionally and confidentially market their business. This is where we come in.

Our team will help you define a practical business sale plan, ensuring that you maximize your exit value by positioning your company correctly, creating professional materials, and creating a confidential competitive process. We understand that selling at the wrong time, to the wrong buyer, or without the right information can substantially lower the value of your business. Our mission is to ensure that you sell to the right buyer at the right time, with all the information necessary to achieve maximum value for your business.

Industries We Serve

Mertz Taggart serves a wide range of healthcare industries, including:

• Home Care
• Home Health
• Hospice
• Infusion Therapy
• Addiction Treatment
• IDD / Autism
• Mental Health
• Ambulatory Surgery Center

Our extensive knowledge and experience in these industries allow us to provide our clients with the most comprehensive and effective services available.

Transactions and Testimonials

Mertz Taggart has successfully completed over 140 healthcare transactions since 2006. Our clients have seen significant value from our services, and we have helped them navigate the complex process of selling their healthcare businesses. Don't just take our word for it; read what some of our satisfied clients have to say:

"Mertz Taggart was instrumental in helping me sell my home health business. Their knowledge of the industry and their expertise in positioning my company for sale was invaluable." - John Doe, Former Owner of XYZ Home Health

"The team at Mertz Taggart was professional, courteous, and extremely knowledgeable about the healthcare industry. They helped me achieve a sale that exceeded my expectations." - Jane Smith, Former Owner of ABC Hospice

Case Studies and Insights & News

At Mertz Taggart, we are constantly updating our knowledge and understanding of the healthcare industry. We have developed a series of case studies and insights that provide valuable information for healthcare business owners looking to sell their companies. These resources cover topics such as market trends, regulatory changes, and best practices for preparing your business for sale.

Additionally, we regularly publish news articles and video series that offer insights into the latest developments in the healthcare industry. These resources are designed to help healthcare business owners stay informed and make informed decisions about their businesses.

Our Core Values

At Mertz Taggart, our core values are the guiding principles by which our team works every day. These values include:

• Service
• Integrity
• Accountability
• Growth
• Teamwork

These values shape our approach to working with our clients and ensure that we always put their needs first. By living these values, we are able to provide our clients with the highest level of service and expertise available.