Funeral Home and Cemetery Valuations, Mergers, and Acquisitions
You have worked hard to build your funeral home or cemetery and your reputation within the community. It is important that your accomplishments be protected during any kind of business transfer. Foresight’s focus is to maximize your “quality of life after transfer”. We are sensitive to the individual needs of each business owner we serve and will ensure that the timing and nature of the transfer are appropriate.
As trusted funeral and cemetery consultants we know what needs to be done to facilitate a successful business transfer:
- Appraise the business and determine sale-ability.
- Determine if the value could be increased by making operating changes prior to placing the business on the market, or whether to proceed immediately to sale.
- Perform a tax analysis.
- Consideration of tax strategies or identifying need for tax deferral methods helps determine the most viable type of buyers.
- Solicit buyers.
- Using a carefully prepared prospectus and Non-Disclosure Agreement, we offer a Letter of Intent (LOI) to only the most qualified potential buyers.
- Close quickly!
After establishing final due-diligence points, Foresight staff coordinates the transaction, working closely with your attorney, accountant, the buyer and the lender to ensure closing occurs as promptly as possible! Let’s have a discussion about the future of your life and business; give us a call or Contact us.