Leading Home Care

What Leading Home Care does

Leading Home Care (operating as Tweed Jeffries, LLC) is a private, founder-owned consulting and advisory firm founded by Stephen Tweed in 1982 and based in Louisville, Kentucky. The firm serves owners, founders, and CEOs of home health, hospice, and private duty home care companies, providing strategic advisory engagements, executive strategy retreats, industry research services, and a curated Top 5% Mastermind Group for non-competing home care leaders whose companies generate $10M–$30M in annual revenue (median just over $12M). Its core methodology is a seven-step strategic business thinking process (Assessment, Direction, Distinction, People, Processes, Performance, Execution), paired with a Storyboarding facilitation technique adapted from Mike Vance at Disney University; the firm has facilitated over 500 executive retreats across hospital systems, physician practices, senior living, home health, hospice, and home care organizations.

The company's product surface consists of four primary service lines: (1) Strategic Business Coaching and Advisory Services, sold via direct CEO engagement; (2) Executive Strategy Retreats, delivered as off-site facilitated engagements; (3) the Home Care CEO Forum membership network, which was divested to Jensen Morgan & Jones LLC in January 2023 with Tweed retaining facilitation of the Top 5% Mastermind Group; and (4) Industry Research Services, anchored by annual Future of Home Care Studies (2024, 2025, 2026) sponsored and published by home care software vendor AxisCare, plus caregiver recruiting studies conducted since 2006. The 2026 study surveyed over 320 agency founders, owners, and CEOs. There is no proprietary technology platform, software product, or API; the firm operates as a content- and relationship-driven professional services practice.

Revenue mechanics are undisclosed but consistent with a boutique professional services model: a small number of premium-priced strategic advisory retainers, recurring mastermind membership fees, project-based retreat engagements, and research/speaking income. Go-to-market relies on content marketing (Stephen Tweed's Thursday Thoughts newsletter, an active blog, LinkedIn presence, and Facebook), industry conference speaking (HCAOA, Home Care Pulse/Activated Insights Growth Summit, NAHC, franchise annual meetings), and peer referrals from within the mastermind network. The firm is bootstrapped with no institutional investment, is licensed in Kentucky, and maintains PCI DSS and GDPR-aligned data practices.

Name

Leading Home Care

Legal name

Tweed Jeffries, LLC

Website

https://leadinghomecare.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Leading Home Care is a private Louisville-based consulting and advisory firm founded in 1982 by Stephen Tweed, providing strategic coaching, executive retreats, industry research, and a curated mastermind network to CEOs of home health, hospice, and private duty home care companies in the $10M–$30M revenue tier.

Ownership category

akta.pro rank

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Strategic Business Coaching and Advisory Services: Stephen Tweed serves as a personal Strategic Advisor to a limited number of Home Care CEOs on an ongoing basis, providing systematic business coaching through a seven-step strategic business thinking process covering assessment, direction, distinction, people, processes, performance, and execution.
2. Executive Strategy Retreats: The company facilitates off-site Executive Strategy Retreats where leadership teams engage in deep strategic conversations facilitated by Stephen Tweed using the Storyboarding Technique learned from Mike Vance at Disney University. Retreats help align teams on direction, competitive advantage, and business development action plans.
3. Home Care CEO Forum Membership Network: A membership network for owners and CEOs of top-tier home care companies launched in 2013. The forum provides mastermind groups where leaders of similar-sized non-competing companies share ideas, solve problems, and support one another. The forum was acquired by Jensen Morgan & Jones LLC in January 2023 but Stephen Tweed continues to facilitate the Top 5% Mastermind Group.
4. Industry Research Services: Stephen Tweed is a leader in gathering facts, data, and information about the home care industry. The company conducts annual 'Future of Home Care' industry studies, caregiver recruiting studies (since 2006), and offers Home Care Industry Research Service to help companies identify ideal clients and analyze data for strategic decisions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Leading Home Care is a consulting and advisory firm that provides strategic business coaching, executive strategy retreats, industry research, and strategic advisory services to CEOs and owners of home health care, hospice, and private duty home care companies. The firm is led by founder Stephen Tweed, who has worked with home care companies since 1982, and delivers services through direct advisory engagements, off-site executive retreats, and a subscription-based Home Care CEO Forum/Mastermind Group network (partly divested in January 2023).

Product overview

Leading Home Care is a consulting and advisory services firm founded by Stephen Tweed in 1982. The company provides strategic business coaching, industry research, executive retreats, and advisory services to home care company leaders. The core offerings include Industry Researcher Services for gathering industry data, Board Member/Strategic Advisory Services for CEO guidance, Executive Strategy Retreats using storyboarding techniques, and Strategic Business Coaching following a seven-step methodology (Assessment, Direction, Distinction, People, Processes, Performance, Execution). The company also publishes annual Future of Home Care studies and previously operated the Home Care CEO Forum mastermind network before its acquisition in 2023.

Differentiator

Problem solved

Functional benefit

Products and services

• Industry Researcher Services A service in which Stephen Tweed gathers facts, data, and information about the home care industry to provide insights for home care company leaders' strategic decision-making.
• Board Member / Strategic Advisory Services Experienced Board Member and Strategic Advisor services for home care CEOs, providing guidance on scaling home care businesses, navigating Big Burning Issues, and serving as a trusted advisor walking alongside CEOs.
• Executive Strategy Retreats Off-site strategy retreats facilitated by Stephen Tweed for home care leadership teams, using the Storyboarding Technique learned from Mike Vance at Disney University to help leadership teams develop strategic clarity, align on direction and competitive advantage, and create business development action plans.
• Strategic Business Coaching
• Home Care Industry Research Service Primary research services providing data, facts, and insights for home care industry strategic decisions, including annual Future of Home Care Studies and caregiver recruiting/retention research.
• Home Care CEO Forum / Top 5% Mastermind Group Facilitation Subscription membership network for owners and CEOs of top-tier home care companies (historically $5M+ revenue, currently $10M-$30M revenue). Provides mastermind groups where leaders of similar-sized non-competing companies share ideas, solve problems, and support one another. Stephen Tweed continues to facilitate the Top 5% Mastermind Group.

Quantifiable outcome

• Top 5% Mastermind Group members generate median revenue just over $12 million, with largest companies reaching nearly $25 million.
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• AxisCarecoreStrategic or Co-development Partner · 1 January 2026AxisCare, a home care software company, sponsored the 2024, 2025, and 2026 Future of Home Care Studies conducted by Leading Home Care. The study findings are published by AxisCare. Stephen Tweed speaks at Evolve, the annual AxisCare user group meeting.
• Mediastead LLCcoreTechnology or IntegrationMediastead LLC serves as Leading Home Care's website development and social media marketing team. Their partnership is described as critical to the company's success with invaluable guidance. Visit them at Mediastead.com.
• Home Care Pulse (now Activated Insights)minorStrategic or Co-development PartnerFormerly Home Care Pulse, now Activated Insights, provides caregiver turnover benchmarking data referenced by Leading Home Care. Some mastermind members use Home Care Pulse's Caregiver Satisfaction Management process for monthly surveys.
• Home Care CEO ForumcoreStrategic or Co-development PartnerFounded by Stephen Tweed and Elizabeth Jeffries in 2013 as a Tweed Jeffries company. The forum was acquired by Jensen Morgan & Jones LLC on January 2, 2023. Stephen Tweed continues to facilitate the Top 5% Mastermind Group.
• Cross Country Workforce Solutions GroupminorStrategic or Co-development PartnerCross Country Workforce Solutions Group staffs in-home caregivers for PACE programs nationwide and conducted a consumer awareness study of 500 seniors referenced by Leading Home Care in industry research.
• Mike Vance / Disney UniversityminorStrategic or Co-development PartnerMike Vance, former Dean of Disney University who worked directly with Walt Disney, taught Stephen Tweed the Storyboarding Technique used in Executive Strategy Retreats.

Scale indicators6 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• SimiTree: Consulting, outsourced services, and talent solutions firm specifically serving home health, hospice, and behavioral health providers. Closely overlaps LHC's strategic advisory, M&A, and operational consulting offerings for the same end-market.
• The Braff Group: M&A advisory firm exclusively focused on home care, hospice, and behavioral health. Overlaps with LHC's M&A advisory use case for the same home care CEO segment, particularly around exits and acquisitions.
• corecubed: Marketing agency focused exclusively on home care, hospice, and home health agencies, offering strategic marketing services and content to grow agency census. Targets the same home care CEO buyer with B2B professional services.
• Home Care Pulse / Activated Insights: Provides benchmarking, caregiver satisfaction surveys, and operational data for home care agencies. Directly comparable to LHC's industry research and advisory mission, with overlapping CEO-level client base and similar data-driven value proposition.
• Strategic Healthcare Partners (SHP): Post-acute and home health benchmarking and analytics provider serving agency leadership with data-driven insights — closely mirrors LHC's industry research and benchmarking value proposition.

Others

• AxisCare: Home care software platform and LHC's strategic research sponsor. Indirect peer — software vendor to the same CEO buyer base, with overlapping thought leadership via the Future of Home Care Study co-publication.

Emerging players

• Trella Health: Data and analytics platform for post-acute and home-based care providers, including referral source and market intelligence. Adjacent to LHC's research and benchmarking mission in serving home care strategic decision-making.

Broad incumbents

• BerryDunn: National consulting and CPA firm with a dedicated post-acute/home health and hospice practice offering strategy, financial, and operational consulting. Comparable in delivering high-level strategic advisory to home care CEOs.
• Home Care Association of America (HCAOA): National trade association representing home care agencies, providing advocacy, education, and the HCAOA Leadership Conference at which Stephen Tweed regularly speaks. Targets the same founder/CEO buyer as LHC.
• National Association for Home Care & Hospice (NAHC): The largest U.S. trade association for home health, hospice, and home care providers, offering research, advocacy, education, and conferences to the same CEO buyer profile that LHC serves through retreats and mastermind groups.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/leadinghomecare
• LinkedInlinkedin.com/company/leading-home-care

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Leading Home Care