Industry: Home Health Agency

Location: Cleveland

Key Facts: This independent agency sold to a private equity aggregator specializing in nursing home services.

Background: The owner built the business from the ground up, developing and refining all systems, manuals, and software into a well-oiled operation employing 50 people. The company operated from leased office space.

The Process: The deal was just days from closing when Covid struck, causing the buyer to withdraw. Six months later, the same buyer returned — and the transaction closed within two weeks.

Result: A resilient deal that ultimately brought together an experienced operator and a strategic buyer, ensuring the continued success of a well-structured home health agency.

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Metal Service Center processes & dropships customized orders of tubing stock to local manufacturers. Runs efficiently and profitably with 18 employees, 4 trucks & 2 bldgs., on 2 acres. Superior inventory control eliminates waste and unsalable inventory. Primary owner willing to stay aboard to assist Buyer, as negotiated. Not currently making use of marketing or social media. No website!

Environmental products manufacturer specializing in erosion control socks. Originally connected through an accountant, the deal involved a local private equity firm securing a 60% interest with no real estate included. Despite initial financing delays, a second bank was brought in to keep the deal alive. Post-acquisition, the PE firm scaled the business and sold it less than three years later for six times the original purchase price.

This profitable distributor sells springs, pins, bushings and other necessary parts for repairing machines or for manufacturing lines, typically to tool and die makers, injection molding companies, and those with assembly lines or automation components.

The owner built this from the ground up to a staff of 18 wall training and certified technicians. The business operated from an impeccable two-story building with 26,000 ft.² and included $25,000 in inventory and $250,000 in FF&E. There aren’t too many business owners who learn how to juggle both mechanical repair and collision repair in one well oiled machine.

One owner built this company from the ground up in 4k sf with three techs. Provided services to both state and local governments, as well as national companies.

Another case of a business owner building the business from the ground up. He had his original toolbox and tools from 1966 when he first started the company.

The husband and wife team who founded this company hit the road traveling right after it sold. They bumped into the owners of another Metal Service Center while on a cruise and introduced us to another success story.

A shop full of stamping presses, memories and stories. The book of business and their tooling with presses sold to another Stamper and the remaining equipment and real estate went to an auction.

A Certified Financial Planner and Exit Planning Advisor who helps business owners grow, sell, and transition their companies with confidence. With years of experience as a financial advisor and business broker, he understands how the right strategy can turn a business into its owner’s greatest asset.

Specializing in guiding family-owned businesses through ownership transitions, he brings clarity, care, and strategic insight to every stage of the process. Whether a business owner is ready to sell or simply planning ahead, Gary is a trusted partner on the journey.

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Home Health Agency

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