Dedicated professionals dedicated to care
Funeral industry mergers and acquisitions is one of our specialties.
The Caring Group are the professionals to turn to before making the decision of a lifetime.
Funeral business owners trust our expertise
The Caring Group works with you as a close advisor, specializing in every aspect of your transaction
• Evaluating the best transaction structure to meet your goals
• Formulating the right selling price by analyzing the cash flow and true value of the funeral business
• Creating a marketing package that maximizes value and speed of the process
• Generating a timeline that ensures confidentiality
• Negotiating maximum value and structure (it’s not only about what you get, but what you keep)
• Partnering with, or referring, legal professionals during contract and due diligence process
• Posting your Marketing Package on our secure data site for quick confidential communication of information.
• Personal service and attention, before, during, and after the sale
Many funeral home and cemetery owners wish to pass their business legacy on to a family member or key employee. Those who have done so will tell you in no uncertain terms that the process contains its own special stresses and emotions. The best solution? Our impartial third party approach could be what you need to protect feelings and relationships on both sides of the table. Transfer services include:
• Impartial, third party advice
• Our valuation not only considers fair market value, but also the constraints of that value based on ongoing operations by a family member or key employee
• Mediation between parties to ensure a smooth transfer
• Guidance through the complete process
• Financing referrals and research
• Partnering with tax and legal advisors on both sides during the contract and due diligence process
The Caring Group provides free estimated valuations of funeral home businesses. We have provided hundreds of valuations over the past few years. They are entirely free and absolutely confidential. The values are based on our extensive database of comparable funeral home sales in transactions that were brokered by the Caring Group.
Any information that you provide to us here will not be shown to anyone outside of our office.