SeniorIndex — Sample State Home Health Acquisition Intelligence Report

State: Sample State (XX) Universe: 838 Agencies Generated: April 27, 2026 SeniorIndex — PE & REIT Intelligence

Data Vintage

Quality & HHCAHPSCMS PDC, April 2026

HHVBP PerformanceCMS Performance Year 2025

Cost data (HCRIS)FY2025

Acquisition ScoreSeniorIndex composite, April 2026

Each layer refreshed at the fastest cadence CMS publishes. Quality & HHCAHPS data releases annually; HHVBP performance scores publish each performance year; HCRIS cost data posts annually with an ~18-month lag.

838

Total HH Agencies

Sample State market universe

Tier 1 Targets

Score ≥ 75 — high priority

80.0

Top Acq. Score

Highest in OH

39.9

State Avg Score

vs 48.5 national avg

Market Context — Sample State

Acquisition Tier Distribution

Tier 1 — High Priority 6 (0.7%)

Tier 2 — Strong Candidate 137 (16.3%)

Tier 3 — Monitor 262 (31.3%)

Tier 4 — Low Priority 433 (51.7%)

State vs. National — Avg Acquisition Score

39.9

Sample State

48.5

National Avg

Sample State scores below the national acquisition attractiveness average.

Top 25 Service Footprint

925 ZIP codes served

1 state(s) in combined footprint

Acquisition Landscape: Sample State has 6 Tier 1 targets (score ≥ 75) and 137 Tier 2 strong candidates (score 55–74). The state quality average of 41.2 compares to a national average of 48.7, indicating a market with room for operational improvement post-acquisition.

Top 25 Acquisition Targets — Sample State

Ranked by SeniorIndex Acquisition Attractiveness Score. Score weights quality (35%), VBP performance (25%), cost efficiency (20%), and market position (20%). Tier designations: T1 High Priority (≥75) | T2 Strong Candidate (55–74) | T3 Monitor (35–54) | T4 Low Priority (<35)

#	Agency	Acq. Score	Quality	VBP Adj.	Cost/Visit	ZIP Cov.	Trajectory
1	Agency 1 City 1 \| CCN: XXXXXX \| Est. 2016 PROPRIETARY	T1 80.0	A- 77.3	+3.30%	$75.62 Medicare: 95.5%	59 ZIP codes	Growing
2	Agency 2 City 2 \| CCN: XXXXXX \| Est. 2013 PROPRIETARY	T1 79.3	B+ 73.7	+3.49%	$70.09 Medicare: 92.3%	47 ZIP codes	Growing
3	Agency 3 City 3 \| CCN: XXXXXX \| Est. 1981 NON-PROFIT	T1 78.8	A- 77.2	+1.56%	$61.50 Medicare: 84.9%	130 ZIP codes	Growing
4	Agency 4 City 4 \| CCN: XXXXXX \| Est. 2003 PROPRIETARY	T1 78.2	A- 80.0	+0.59%	$65.64 Medicare: 83.3%	75 ZIP codes	Stable
5	Agency 5 City 5 \| CCN: XXXXXX \| Est. 2012 NON-PROFIT	T1 78.0	B 69.9	+3.52%	$73.16 Medicare: 71.6%	49 ZIP codes	Growing
6	Agency 6 City 6 \| CCN: XXXXXX \| Est. 1985 NON-PROFIT	T1 77.6	A- 82.5	+3.19%	$50.76 Medicare: 76.9%	36 ZIP codes	Growing
7	Agency 7 City 7 \| CCN: XXXXXX \| Est. 1996 PROPRIETARY	T2 74.5	A 86.1	+4.46%	$38.39 Medicare: 89.3%	76 ZIP codes	Growing
8	Agency 8 City 8 \| CCN: XXXXXX \| Est. 1966 PROPRIETARY	T2 74.5	A- 77.7	+1.38%	$88.01 Medicare: 79.7%	66 ZIP codes	Growing
9	Agency 9 City 9 \| CCN: XXXXXX \| Est. 2016 PROPRIETARY	T2 74.5	B 68.8	+0.70%	$50.65 Medicare: 88.0%	78 ZIP codes	Stable
10	Agency 10 City 10 \| CCN: XXXXXX \| Est. 2009 PROPRIETARY	T2 74.0	B 66.9	+0.84%	$62.89 Medicare: 80.2%	57 ZIP codes	Stable
11	Agency 11 City 7 \| CCN: XXXXXX \| Est. 1985 NON-PROFIT	T2 73.9	B 63.0	+1.72%	$70.12 Medicare: 75.0%	91 ZIP codes	Growing
12	Agency 12 City 11 \| CCN: XXXXXX \| Est. 2009 PROPRIETARY	T2 73.8	B 68.0	+0.44%	$57.55 Medicare: 69.2%	287 ZIP codes	Stable
13	Agency 13 City 12 \| CCN: XXXXXX \| Est. 2007 PROPRIETARY	T2 73.4	B+ 71.1	+0.31%	$74.10 Medicare: 85.4%	167 ZIP codes	Stable
14	Agency 14 City 13 \| CCN: XXXXXX \| Est. 1993 NON-PROFIT	T2 73.3	B 68.3	+0.09%	$52.10 Medicare: 87.1%	76 ZIP codes	Stable
15	Agency 15 City 14 \| CCN: XXXXXX \| Est. 2021 PROPRIETARY	T2 73.2	B 67.6	+0.20%	$56.88 Medicare: 91.9%	75 ZIP codes	Stable
16	Agency 16 City 15 \| CCN: XXXXXX \| Est. 2012 PROPRIETARY	T2 73.2	A- 79.5	+5.00%	N/A Medicare: N/A	46 ZIP codes	Growing
17	Agency 17 City 16 \| CCN: XXXXXX \| Est. 1966 NON-PROFIT	T2 72.9	A- 79.5	+4.64%	$86.78 Medicare: 79.9%	31 ZIP codes	Growing
18	Agency 18 City 17 \| CCN: XXXXXX \| Est. 1997 PROPRIETARY	T2 72.6	B+ 72.6	-0.50%	$61.73 Medicare: 84.8%	150 ZIP codes	Declining
19	Agency 19 City 12 \| CCN: XXXXXX \| Est. 2010 NON-PROFIT	T2 72.0	B- 62.4	+0.54%	$50.77 Medicare: 78.4%	63 ZIP codes	Stable
20	Agency 20 City 18 \| CCN: XXXXXX \| Est. 2012 PROPRIETARY	T2 72.0	B- 62.6	+0.50%	$69.54 Medicare: 83.5%	193 ZIP codes	Stable
21	Agency 21 City 19 \| CCN: XXXXXX \| Est. 2013 PROPRIETARY	T2 71.9	B 63.3	+0.29%	$56.31 Medicare: 97.5%	76 ZIP codes	Stable
22	Agency 22 City 20 \| CCN: XXXXXX \| Est. 1996 NON-PROFIT	T2 71.8	B 64.2	+0.02%	$66.45 Medicare: 90.7%	204 ZIP codes	Stable
23	Agency 23 City 21 \| CCN: XXXXXX \| Est. 2014 NON-PROFIT	T2 71.7	B- 62.9	+1.18%	$74.95 Medicare: 89.6%	84 ZIP codes	Growing
24	Agency 24 City 12 \| CCN: XXXXXX \| Est. 2001 PROPRIETARY	T2 71.4	B 63.9	+0.10%	$70.80 Medicare: 84.2%	114 ZIP codes	Stable
25	Agency 12 City 22 \| CCN: XXXXXX \| Est. 2011 PROPRIETARY	T2 71.3	B 68.3	-0.38%	$50.18 Medicare: 79.7%	134 ZIP codes	Declining

Top 25 — Aggregate Profile

Ownership Composition of Top 25

PROPRIETARY 16 (64%)

NON-PROFIT 9 (36%)

Avg Acquisition Score — Top 25

74.3

vs 39.9 state average / 48.5 national

VBP Participation — Top 25

of 25 top targets are VBP participants

Acquisition Score Methodology

Component	Weight	Source
Quality of Care (CMS measures)	35%	CMS PDC #6jpm-sxkc
HHVBP Performance	25%	CMS PDC #56d7-4994
Cost Efficiency (CPV)	20%	CMS HCRIS FY2025
Market Position (density, trajectory)	20%	SeniorIndex computed

The Acquisition Attractiveness Score (0–100) combines CMS-sourced performance data with SeniorIndex computed market metrics. Non-VBP participants receive the national median VBP score rather than zero to avoid penalizing agencies that lack episode volume to qualify for the program.

Cost per visit outliers are clamped to the $50–$1,000 range. Agencies without HCRIS data receive cost efficiency scores derived from CMS quality proxies only.

Investment Disclaimer: This report is provided for informational and research purposes only. SeniorIndex is an independent market intelligence institution and does not provide investment, legal, or financial advice. Acquisition attractiveness scores are based on publicly available CMS data and SeniorIndex computed metrics — they do not constitute a recommendation to buy, sell, or hold any asset. Buyers should conduct independent due diligence. All data sourced from CMS public releases; SeniorIndex is not affiliated with CMS or HHS.