AFFINITY CARE OF CHARLOTTE AND DESOTO LLC

PORT CHARLOTTE, FLCCN: 101574
YELLOW
CON State

Overall

20.0

Quality

Compliance

Operational

Market

80.0

Contact Information

Address

18501 MURDOCK CIR UNIT 103

PORT CHARLOTTE, FL 33948

Website

No website on file

Administrator

SAMUEL STERN, CEO

Financial & Registry Data

Cost Report (2024)
Revenue$0.1M
Expenses$0.1M
Net Income$0.00M
Cost/Day$54

Provider Details

CountyCharlotte
Ownership Type
ADC
ADC Fitunknown
Service Area (ZIPs)17
Market TypeSuburban
CertifiedJul 31, 2024
County Demographics
65+ Population80,765
% 65+42.5%
Median Income$62,164

Ownership Profile

Complexitymoderate
Owner Count8
PE/Investment BackedNo
Chain AffiliatedNo
Recent Ownership ChangeYes

Classification Reasons

Positive: CON state provides regulatory moat
Concern: ADC data unavailable

Outreach Status

Readiness

Monitor - Complete diligence first

Deal Type

Unknown - ADC required

Sell-Side Hypothesis

Recent ownership change may indicate transition period or strategic repositioning

Rating Sensitivity

Upgrade Triggers

Multiple confirming signals in subsequent analysis

Downgrade Triggers

CMS enforcement action

Owner Carry-Back Analysis

60/100
MEDIUM
Independent Ownership+30

Not backed by private equity - more likely to consider creative financing

Standalone Operation+20

Not part of larger chain - owner has full decision authority

Multiple Owners+5

Multiple stakeholders may complicate carry-back terms

Large Operation+3

Large ADC typically attracts PE/strategic buyers

Recent Change+2

Recent ownership change - may indicate PE flip or distressed situation

Potential Owner Carry-Back Opportunity

This provider has some favorable characteristics for owner financing, but may require additional due diligence. Consider exploring the ownership situation further before proposing seller financing terms.

Data Quality & Completeness

Completeness Score

70%

Data Quality

LOW

Confidence

Medium (0.60)

Missing Fields

ADCquality_stars
Data Source: CMS Provider Data Catalog Nov 2025, PECOS Q1 2026 • Analysis Date: Jan 26, 2026