Our Process

In an asset sale, the buyer purchases specific assets of the business; in a stock sale, the buyer purchases the ownership of the company itself. The structure affects taxes, liabilities, and how licenses transfer, so review it with your attorney and accountant.

It depends on the business. Medicare-certified home health agencies and hospices typically require a Medicare change of ownership filing, and most states require licensing approvals or notifications. Your attorneys handle these filings, and we help coordinate timing.

The buyer verifies the information you’ve provided, including financials, clinical operations, compliance, contracts, and legal records. A well-organized data room and complete documentation are the best ways to keep diligence on schedule.

A letter of intent (LOI) is a written offer that outlines the price, deal structure, and key terms of a proposed acquisition. Signing one usually starts an exclusivity period of 90–120 days while the buyer completes due diligence.

Yes, and you should. Buyers watch performance throughout the process, so steady results protect your value. We handle buyer outreach, questions, and coordination so you can stay focused on operations.

Not unless you choose to tell them. We market your business through a blind listing and share identifying details only with qualified buyers who have signed an NDA, so you control when staff, clients, and referral partners learn about the sale.

Stoneridge Partners charges no upfront fees.

Most healthcare transactions take six to nine months from first consultation to closing. Due diligence alone usually takes 90–120 days, and regulatory approvals can add time depending on your state and license type.