Executive Strategy Retreat

Scaling Your Home Care Business
Executive Strategy Retreat

The Home Care Executive Strategy Retreat

In-Home Personal Care, also known as Home Care, or Private Duty Home Care, is the fastest-growing segment of health care in America. Over 26,000 companies provide in-home care for the elderly and disabled. Besides offering the opportunity to make a difference, home care business owners can build a substantial business, earn a comfortable living, and build a significant retirement asset.

According to the HCP Annual Benchmarking Report, the median-sized home care company in 2022 generated $1.66 million in revenue. The Top 7% Mastermind Group of the Home Care CEO Forum had an average annual revenue of $5.7 million, while the Top 5% Group had an average annual revenue of $11.8 million.

The Home Care CEO Executive Strategy Retreat is designed to help home care company owners develop a five-year business growth strategy that will take them to the top tiers of our industry. This interactive retreat will guide you through the eight strategic elements of your business that will enable you to grow your businesses, increase your income, and get ready for the future.


To provide tools for home care company owners to plan, organize, and execute a strategy to grow their business into the top tier of our industry.


As a result of this interactive retreat, participants will be able to:

  1. Explore eight proven elements of effective home care growth strategies.
  2. Begin developing and implementing a five-year growth plan.
  3. Interact with other home care company owners as you work through each tool in each module.
  4. Come away with a detailed plan to put these principles into action to grow your business and get ready for the future.

Elements of the Retreat

  • Opportunities in Private Pay Home Care – An overview of the home care business
  • Vision – What do you want your business to be like in 5 years?
  • Values – “Culture Eats Strategy for Breakfast”
  • Distinction – What Makes You Different?
  • Purpose – The Four Big Why’s of Growing Your Business
  • People – Getting the Right People on the Bus and in the Right Seats
  • Promotion – Building Your Brand and Attracting New Patients/Clients
  • Processes – The Twelve Proven Processes of Highly Effective Home Care Companies
  • Performance – The Critical Measures of Success for Your Company’s Performance

Program Format

  • Present the topic
  • Provide examples
  • Personal work using a provided tool
  • Roundtable discussion
  • Debriefing

Upcoming Virtual Executive Strategy Retreats:

By participating in our three-day online Executive Strategy Retreat you can receive the same benefits as if in person.

This three-part online web retreat will provide the exact same content as the live in-person retreat. 
While we prefer the in-person retreat, we have found that Home Care Owners and CEOs who are willing
to spend 3 three-hour sessions with Stephen are able to develop and implement a growth strategy to
take your home care business to the next level.

The other advantage of the online Executive Strategy Retreat is that you can bring your entire
leadership team, and you have the benefit of being able to work together on your Vision, Values, and
Growth Strategy.

Join us for three dates:
Thursday, February 1, 2024 – 1:00 to 4:00 pm Eastern Time – Crafting your Five-Year Vision, Values, and
Thursday, February 15, 2024 – 1:00 to 4:00 pm Eastern Time – Creating Distinction, Attracting Top
Thursday, February 29, 2024 – 1:00 – 4:00 pm Eastern Time – Mastermind Your Processes and
Measuring Your Performance.

Each participant will receive a detailed Executive Strategy Retreat Manual, and a series of worksheets,
checklists, and tools, that you will use to document your own Vision, Values, Competitive Advantage,
Purpose, People, Processes, and Performance Measures.

Register Now:

If you want to be part of this amazing group of home care company leaders who will come together to
share the experience of developing and implementing your Vision, Values, and Strategy, then sight up
today. One Price includes all of the members of your Leadership Team.
Registration Fee: $1,450.00 per company
Home Care CEO Forum Mastermind Members – 50% Discount

Where in the world are Jensen and Stephen?

  • Jan 14th – 17th
    Anaheim, CA – Jensen
  • Feb 5th- 11th
    Marco Isl. FL – Jensen & Stephen
  • Feb 12th – 14th
    Naples FL – Jensen & Stephen
  • Feb 27th
    Albany, NY – Stephen
  • March 3rd-5th
    San Antonio, TX – Stephen
  • March 14th – 18th
    San Diego, CA – Jensen 
  • Oct 8th-10th
    South Bend, IN – Jensen & Stephen
  • Oct 23rd – 24th
    Chicago, IL – Jensen & Stephen
  • Nov 13th – 14th
    Las Vegas, NV – Jensen
Register today!

About Our Retreat Leader

Stephen Tweed, CSP, has spent the last 30 years working with home care organizations that want to grow and with home care leaders who want to prepare for the future. Currently, he is the Chairman and CEO of Leading Home Care…a Tweed Jeffries Company, and Founder of the Home Care CEO Forum, a network of executives in the top 10% of the home care industry.

Stephen is an internationally recognized health care and business strategist, award-winning professional speaker, and published author. His most recent book, Conquering the Crisis: Proven Solutions for Caregiver Recruiting and Retention, was published in 2018.

As a part of his work, he regularly conducts industry research in order to identify the best practices in strategy, leadership, and talent acquisition. The Home Care CEO Executive Strategy Retreat is based on proven best practices observed in the industry's top-tier companies.