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Wednesday May 20, 2026 1:30pm - 2:30pm MDT
Many home care and hospice owners have poured their hearts into building successful businesses that provide comfort to patients and meaningful work for their teams. Yet when it’s time to step back—whether through sale, succession, or gradual transition—few feel truly prepared. This session explores how owners can build on the value they’ve created to begin preparing their business for a future sale or succession.We’ll discuss what makes a home care agency attractive to a future owner, how to strengthen leadership and systems to support growth beyond the current owner, and how to align personal financial goals with the next stage of life. Attendees will gain practical tools and insights to begin planning for a transition that preserves what they’ve built and gives them confidence in a secure and fulfilling future.
Speakers
avatar for Benjamin W Bender

Benjamin W Bender

CFP, CEPA, Carson Wealth
Benjamin Bender, CFP®, CEPA® is a Partner & Wealth Advisor with Carson Wealth who specializes in business exit planning for privately held companies, including home care and hospice agencies. With more than 22 years of experience in financial planning, he and his team have developed... Read More →
Wednesday May 20, 2026 1:30pm - 2:30pm MDT
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