How can I sell my assisted living facility confidentially?
Direct answer
You can sell an assisted living facility confidentially by marketing it only to registered, pre-qualified buyers with an anonymous summary, and sharing the community's name, financials and licensing details only after a buyer signs an NDA. Staff, residents and families are told only when you authorize it, usually as part of transition planning around closing.
What to know
Before marketing, only you and your advisor know. You sign an engagement letter before sharing documents.
First outreach uses an anonymous summary, such as the city, size and asking price, without the name or address. For maximum confidentiality, outreach can be limited to a short list of buyers.
After an NDA, qualified buyers receive the Confidential Information Memorandum.
During due diligence, document requests and site visits are managed to limit disruption.
Some states require notice to residents or the licensing agency before an ownership change, so build that into the timeline.
How Haven helps
Haven runs confidential sales by default and screens every buyer before they see your financials. See how a confidential assisted living sale works.