Federated’s Advanced Planning Department has helped hundreds of individuals acquire their first funeral home or add another location to their existing group.  Our knowledgeable experts in the funeral  profession will guide you through the entire process of the acquisition or merger to ensure that your particular needs are met.  We may also be able to help you identify potential sellers if you are looking to expand your operations.

There are many factors to consider during a business acquisition.  Establishing a fair and equitable value of the funeral home is crucial.  Our experienced professionals evaluate the identified business and help you determine if the acquisition is right for you.  Our long-standing place in the industry provides a valuable perspective in analyzing current and projected cash flows and identifying trends in the market.  Using proven negotiating techniques, we structure formal offers and counter-offers and carry out the appropriate steps to finalize the best possible deal for you.  We also assist in arranging financing, drafting of purchase agreements, completion of due diligence requirements, and ultimately assist with the preparation of final closing schedules.

Whether you are buying your first funeral home or adding a new location to your current business, we recommend that you retain our qualified specialists to guide you through the process.  The financial and personal investment you have made in your funeral home is too important to trust to someone without the expertise that Federated can provide.

Our "Acquisitions and Mergers Plan" includes the following:   Standard Business Valuation Suggestions for Price Allocation and Financing Terms Assist Attorney with Documentation and Review Drafts

Our pricing is as follows:   "Member" Fee = 1/2% of 3-year Average Gross Revenue (minimum $5,000 fee)   "Non-member" Fee = 1% of 3-year Average Gross Revenue (minimum $7,500 fee) * Payment terms are 25% with engagement letter, 40% with presentation materials, and 35% balance at closing.

 

For more information, call 1-800-877-3332

 and ask for the Advanced Planning Department.