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Key takeaways
- Use Jason’s introduction calendar to choose an available time.
- A broad business description is enough for the booking form.
- The first call helps define next steps; services and representation need agreed terms.
Arrange an introduction
Jason Taken · jason.taken@hedgestone.com · HedgeStone Business Advisors
The booking links lead to Jason’s business-broker introduction calendar, embedded on this contact page. That service handles the booking information you submit. Review the privacy notice for the distinction between this website and the OneCal service.
Prepare for a sale discussion
You do not need a finished valuation to ask about a possible sale. Explain what you want to change and what you still need to understand. A short outline can cover:
- Your role in the business and the work that depends on you.
- The care services offered and the state where they operate.
- Whether property is owned, leased or outside the proposed sale.
- Broad timing and concerns about a transition.
The seller preparation guide can help you organize those topics. Keep detailed earnings schedules for a later review through an agreed process.
Prepare for a purchase discussion
Describe the care model you are considering and whether you intend to manage it directly. Explain the experience and resources you can bring, along with the work you expect a qualified team to perform. If financing is still uncertain, say so rather than treating a preliminary idea as a commitment.
Use the buyer guide to frame the discussion. Information about an actual target may be subject to the seller’s confidentiality terms. Confirm what you may share before sending it to another person.
Keep sensitive records out of the booking form
This website has no document upload or deal-intake form. The calendar is a place to schedule an introduction, not to submit a deal room. Use general business context without client names, care records, staff rosters or detailed financial files.
Removing names alone does not establish that health information has been de-identified. HHS describes specific methods and conditions for that process. A later document review needs the right permissions and safeguards for the records involved. (Source: HHS, de-identification guidance.)
Agree on the next step
An introductory call does not create a representation agreement, financing commitment or regulatory approval. It can help identify the records to gather, the advisers to involve and the scope of further work. The process overview explains how those tasks fit together.
Frequently asked questions
How do I arrange an introductory call?
Use a booking link on this page to open Jason Taken’s OneCal calendar. Choose an available time and follow the booking instructions there. This site does not manage calendar availability.
What should I put in the booking description?
Include your role, the care segment, the state and whether you are considering a sale or purchase. A short explanation of the decision is enough. Do not attach or paste sensitive business or personal records.
Can I speak with Jason before deciding to sell?
Yes. You can discuss readiness and the questions that would shape a possible sale. Explain your operating role, broad timing and any concern about staff, clients or property. Detailed services still require agreed terms.
Can I discuss a business I am considering buying?
Yes. Start with the type of business and your intended role. Respect any confidentiality agreement that covers the seller’s information. Do not put the seller’s private records into the booking form.
Sources
Sources are dated to distinguish current guidance from earlier publications. They support the identified facts; the transaction questions and examples are educational analysis.
- HHS: de-identification guidance (2026). Retrieved September 5, 2026.