Childcare under pressure - why strategic recalibration is necessary now

Bas Brusche
Bas Brusche, Factor & Ros
September 29, 2025
The child care sector is changing. Doing business in this sector requires vision, flexibility and knowledge of the market.
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The childcare sector is on the eve of a radical transformation. Cabinet plans to cap profits and top salaries, combined with the designation of child care as a service of general economic interest (SGEI), represent a fundamental change of direction.

For entrepreneurs in this sector this means: rethinking strategy, structure and future vision.

Value development

At Factor & Ros we speak to entrepreneurs every day who wonder what these changes mean in concrete terms for their business. The answer is nuanced.

On the one hand, the planned free child care from 2029 offers opportunities: increased demand, more children, stable government funding. On the other hand, entrepreneurs are faced with stricter regulations, profit caps and increased administrative burdens, and on top of that, persistent staff shortages.

This combination of factors has a direct impact on the value development of the company as well as its marketability in the short and long term. The outlook also changes significantly for entrepreneurs who have a growth strategy.

What can you do?

Have a valuation performed

The value of child care organizations in the coming years will depend heavily on their scale, efficiency and compliance. A current valuation provides insight into your position and the value drivers within your organization.

Recalibrate your strategy

Growth can still be wise, provided you anticipate future margins and regulations. Think of economies of scale, spreading risks and optimizing processes.

Consider restructuring

In some cases, splitting, merging or selling parts as well as a different organization (BV, Stichting, or other legal forms) can provide strategic benefits. Especially now that the market is moving.

Prepare for 2029

The transition to free childcare requires robust preparation. Make sure your organization is ready for the new requirements and supervisory structures.

Child care is changing. Doing business in this sector requires vision, flexibility and knowledge of the market. At Factor & Ros we guide entrepreneurs in making strategic choices, setting their course and realizing successful acquisitions or exits.

Written by
Bas Brusche, Factor & Ros

Bas Brusche is partner M&A at Factor & Ros, with expertise in purchase and sale, pre-exit, MBI, MBO and business valuation.

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