Home Care CEO Forum

What Home Care CEO Forum does

The Home Care CEO Forum (formerly the Academy for Private Duty Home Care, founded 2012) is a private, US-based membership network connecting owners and C-Suite executives of top-tier private-pay home care agencies for peer learning, accountability, and strategic planning. Its primary offering is a tiered set of five-plus Mastermind Groups segmented by company annual revenue — Strategic Growth ($1.5-3.5M), Top 10% ($3.5-6.5M), Top 7% ($6.5-10M), Top 5% ($10M+), Care Management ($2M+), and Mega Franchise ($6M+) — plus an Executive Strategy Retreat, advisory/coaching services through the Jensen Morgan & Jones entity, and a Resource Partner Program of vetted vendors. Members are screened on revenue thresholds and grouped with non-competing peers; the network currently spans 54 active member companies, with 100+ companies and 150+ individuals having participated cumulatively since inception.

The organization is operationally lean: two principals (Founder/Master Facilitator Stephen Tweed and Owner/CEO Jensen Jones) lead facilitation, supported by Stephen Tweed's library of industry research, books, and benchmarking data. Pricing consists of quote-based annual mastermind subscriptions, a $1,450-per-company Executive Strategy Retreat (with 50% off for mastermind members), and bespoke advisory engagements — i.e., a hybrid subscription, event, and professional-services revenue model. Distribution is sales-led, relying on industry conference speaking, newsletter/content marketing, and member referrals rather than paid acquisition.

The Forum was acquired on January 2, 2023 by Jensen Morgan & Jones, transitioning ownership from founder Stephen Tweed to long-time member-turned-facilitator Jensen Jones; Tweed remains in a Master Facilitator capacity. Technology is not the core product — operations run through the homecareceo.com website and standard digital channels — though the curated Resource Partner Program gives the Forum distribution over a growing ecosystem of AI-enabled home care software, recruiting, M&A, and financial services vendors.

Name

Home Care CEO Forum

Legal name

Homecare CEO Forum

Website

https://homecareceo.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

The Home Care CEO Forum is a private, US-based membership network that runs tiered peer mastermind groups, executive retreats, and advisory services for owners and CEOs of top-decile private-pay home care agencies, with 54 active member companies across five-plus revenue-tiered cohorts.

Ownership category

akta.pro rank

Product category

Executive Peer Advisory and Mastermind Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Founder/Entrepreneur & Family Business Executive Coaching (EDABANAM)

akta.pro secondary industries

Executive Leadership Summits (C-Suite, Board, Strategy Offsites) (THAHAMAA), Executive Summits & Invitation-Only Forums (MPAGAGAK)

Keywords

• Peer mastermind groups
• Executive strategy retreats
• Home care consulting
• Peer advisory services
• Executive coaching

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. Mastermind Group Memberships: Recurring membership fees for access to peer mastermind groups organized by company revenue tier (Strategic Growth, Top 10%, Top 7%, Top 5%, Care Management, Mega Franchise). Members pay to join peer cohorts of similar-sized home care companies for networking, idea-sharing, and strategic growth support.
2. Executive Strategy Retreats: In-person and virtual retreats where home care company owners develop five-year business growth strategies. Registration fee of $1,450 per company for the virtual Executive Strategy Retreat.
3. Advisory and Consulting Services: Executive coaching, facilitation, and consulting services provided to home care agencies through Jensen Morgan & Jones, LLC. Services include strategic advisory engagements and personalized consulting for member and non-member agencies.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

The Home Care CEO Forum operates a curated peer mastermind network and executive retreat program for owners and C-Suite executives of top-tier private-pay, non-medical home care companies. It sells tier-based mastermind group memberships (Strategic Growth, Top 10%, Top 7%, Top 5%, Care Management, Mega Franchise), an Executive Strategy Retreat for five-year business growth planning, and advisory/coaching services through Jensen Morgan & Jones, LLC.

Product overview

The Home Care CEO Forum operates as a membership network connecting CEOs and executives of top-tier home care companies. The primary offerings include five structured Mastermind Groups organized by revenue tier (Strategic Growth $1.5-3.5M, Top 10% $3.5-6.5M, Top 7% $6.5-10M, Top 5% $10M+, and Care Management $2M+), an Executive Strategy Retreat for five-year business planning, and Advisory Services through Jensen Morgan & Jones providing executive coaching and consulting. The Resource Partner Program connects members with industry-specific service providers. Members receive access to peer networking, idea sharing, problem-solving sessions, accountability, and industry research across the top 10% of home care companies.

Differentiator

Problem solved

Functional benefit

Brands

• Care Management Group: Mastermind group for agencies with $2M+ annual revenue integrating care management into their agency model.
• Strategic Growth Group
• Top 10% Group
• Top 7% Group
• Top 5% Group
• Executive Strategy Retreat
• Mega Franchise Mastermind Group

Products and services

• Strategic Growth Mastermind Group Recurring peer mastermind membership for home care agency owners with $1.5–3.5M in annual revenue, aimed at helping them progress into the industry's top 10% through peer networking, idea sharing, and strategic growth planning.
• Top 10% Mastermind Group Recurring peer mastermind membership for home care agency owners with $3.5–6.5M annual revenue, focused on nurturing healthy company culture while developing scalable processes and growth strategies.
• Top 7% Mastermind Group Recurring peer mastermind membership for home care agency owners generating $6.5–10M in annual revenue across multiple offices, collaborating on scalable growth strategies for multi-market operations.
• Top 5% Mastermind Group Recurring peer mastermind membership for home care companies exceeding $10M in annual revenue, focused on Big Vision development, high-level ideation, and strategic growth across multiple service revenue streams and offices.
• Care Management Group Mastermind Recurring peer mastermind membership for home care agencies with $2M+ annual revenue that are actively offering or integrating care management services into their agency model.
• Mega Franchise Mastermind Group Recurring peer mastermind membership for home care franchise operators generating over $6M in annual revenue from various franchise systems, focused on peer networking and best-practice sharing tailored to franchise operators.
• Executive Strategy Retreat Three-day interactive retreat (in-person and virtual) for home care company owners that walks them through eight strategic elements to develop a five-year business growth strategy. Registration fee is $1,450 per company, with a 50% discount for Mastermind Members.
• Jensen Morgan & Jones Strategic Advisory Services Executive coaching, facilitation, and consulting engagements delivered to home care agency leaders across the US, covering strategic growth planning, operational scaling, and leadership development.
• Coaching and Consulting Services Personalized one-on-one consulting engagements for home care business owners seeking to grow their agency to the 90th percentile and beyond, covering proven approaches for scaling operations.

Quantifiable outcome

• Top 7% Mastermind Group members average $5.7 million in annual revenue; Top 5% Group averages $11.8 million (vs. industry median of $1.66 million)

Named customers5 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Partnerships

Ten partnerships are on record, tiered minor and core.

• 24/7 SolutionsminorOthersProvides consulting, peer accountability groups, and education to help agency owners and operational leaders run agencies while maintaining work-life balance. Founded by Emily Isbell following her journey from burnout to breakthrough.
• Elevation MarketingminorGTM or Marketing PartnerProvides professional branding and marketing materials including graphic design, printing, promotional products, and apparel for home care agencies.
• HellohirecoreTechnology or IntegrationAI-powered recruiting assistant that helps home care agencies hire top caregivers. Works 24/7 to read resumes, engage and screen candidates, schedule interviews, collect documents, and provide insights for quick hiring decisions.
• Home Care Association of America (HCAOA)coreStrategic or Co-development PartnerThe industry's leading trade organization representing home care agencies and their suppliers. Provides practical resources to enhance operations, margins, training and quality. Advocates for caregiver safety and industry innovation.
• Home Care Sales / Melanie StovercoreGTM or Marketing PartnerProvides sales training, customized handouts, monthly training sessions, and outsourced sales management for home care, home health, and hospice organizations. Led by Melanie Stover with 20+ years of experience building referral relationships.
• Mediastead, LLC (HoneyQuill Agency)coreTechnology or IntegrationWebsite development and digital marketing team. Specializes in helping homecare leaders tell their business story through marketing that attracts right clients, builds community trust, and sets agencies apart.
• Leading Home Care / Tweed Jeffries CompanycoreStrategic or Co-development PartnerStrategic partner led by Stephen Tweed. Conducts industry research on strategy, leadership, and talent acquisition best practices. Home Care CEO Executive Strategy Retreat is based on proven best practices from industry's top-tier companies.
• Mertz TaggartminorStrategic or Co-development PartnerHealthcare services M&A firm specializing in home care, home health and hospice. Has completed over 95 M&A transactions in the Care-at-Home industry since 2006.
• Teepa Snow's Positive ApproachminorStrategic or Co-development PartnerDementia education and training organization providing techniques based on understanding brain function to help caregivers protect relationships, reduce resistance, and decrease stress.
• The Home Care CPAsminorStrategic or Co-development PartnerFull-service financial management solutions providing end-to-end support for business functions. Helps identify opportunities to increase efficiency, cash flow, and growth.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Others

• Home Health Care News: Leading trade publication covering home health, home care, and hospice. Operates in the same information ecosystem for the same buyer personas and frequently covers Forum-adjacent themes like industry consolidation and caregiver recruitment.
• Mertz Taggart: Healthcare M&A advisor specializing in home care, home health, and hospice with 95+ transactions since 2006. Direct strategic partner of the Forum and operates in the same customer relationships, but provides transaction advisory rather than peer mastermind services.

Direct peers

• Tiger 21: Peer membership organization for high-net-worth individuals and business owners with $10M+ in investable assets, organized into local groups that meet monthly. Comparable in its cohort-based, application-gated, premium mastermind delivery.
• Entrepreneurs' Organization (EO): Global peer network for founders and entrepreneurs generating $1M+ in annual revenue, organized into local chapters that meet monthly for peer learning and accountability. Closely mirrors the Forum's tiered-by-revenue cohort structure and mastermind delivery model.
• Vistage: The largest CEO peer-group and mastermind organization globally, serving executives across industries through monthly peer group meetings, executive coaching, and workshops. Directly comparable business model to Home Care CEO Forum's mastermind cohorts, but at vastly larger scale and without vertical specialization.
• YPO (Young Presidents' Organization): Premier peer network for CEOs under 50 running companies above a revenue threshold, organized into chapters and industry-specific forums. Comparable peer-group model targeting executive-level decision makers with peer learning and exclusive membership.
• Strategic Coach: Dan Sullivan's entrepreneur coaching firm offering structured quarterly workshops and coaching circles for high-growth entrepreneurs. Comparable in its tiered membership, premium pricing, and founder-led facilitation approach.

Regional players

• Home Care Association of America (HCAOA): The leading US trade association for private-pay home care agencies. Closely adjacent ecosystem player that serves the same buyer (home care CEOs) and is a strategic partner of the Forum, but offers advocacy and resources rather than mastermind coaching.
• National Association for Home Care & Hospice (NAHC): Largest US trade association representing home health, home care, and hospice providers. Sits in the same industry ecosystem, hosting conferences (e.g., Private Duty Summit) where the Forum founders regularly speak, and serves the same executive audience.

Broad incumbents

• LeadingAge: National association for nonprofit and mission-driven aging services providers, including home care, hospice, and senior living. Adjacent ecosystem player serving the same end-market (aging services leadership) at much larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/homecareceoforum

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 Home Care CEO Forum