Caregiver Referral Agency

Description:
The Company is a licensed nurse registry caregiver referral agency that connects seniors with certified caregivers to assist with non-medical, daily activities, enabling them to continue living independently at home. The Company offers personalized, affordable services from background-checked caregivers to meet each client's unique needs.

Key Aspects:
• Revenue grew at a compound annual growth rate (CAGR) of 38.47% from Company inception in 2018 through the trailing twelve months (TTM) ending September 30, 2024.
• The Company maintained an impressive average adjusted EBITDA margin of 20.6% from 2021 through 2023.
• The Company has an internal network of skilled and qualified healthcare professionals, including CNAs and HHAs, who undergo comprehensive training and credentialing to ensure the highest standard of care.
• The Company has a growing client base, with approximately 70% of revenue generated from repeat clients in 2023.

Opportunities:
• Expand into additional counties and states to increase service coverage, leveraging the Company's reputation and hands-on business model to tap into new markets with growing demand for senior care services.
• Introduce a client referral program to incentivize satisfied clients to recommend the Company to others, driving organic growth and expanding the client base.
• Continue to build strategic alliances with senior living communities and healthcare facilities to provide exclusive caregiver referral services, leveraging the Company’s high-quality caregiver network.
• Obtain Medicare certification to expand the Company's service offerings into medical home health services, enabling the Company to address a broader range of patient needs while unlocking significant revenue opportunities in a growing market for Medicare-funded care.

Headquartered:
• Florida

Current Markets:
• The Company serves the non-medical senior home care market, offering a network of Certified Nursing Assistants (CNAs) and Home Health Aides (HHAs). These professionals provide non-medical, private-pay home care services to clients in need of compassionate and reliable support.

Real Estate:
• The Company operates out of a 180 sq. ft. office leased from an unrelated third party. Management notes the Company is easily relocatable, and the lease is assumable.

Shareholder Ownership:
• The Company is equally owned by three shareholders. After many years in the industry, all three shareholders are aligned in capitalizing on the Company’s successes and pursuing retirement. All three shareholders are open to various deal structures, including a full or partial sale of the Company, and are willing to stay on for a transition period.