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Business Valuations

Federated’s Advanced Planning Department is the foremost valuator of funeral home businesses in the United States.  Our qualified professional staff have appraised over 2,000 funeral homes and related-businesses.  We draw upon years of experience in the funeral profession to provide a superior level of expertise in the field of funeral home business appraisals.


There are many reasons to have your business valued.  They include the determination of worth for succession planning purposes, preparation for a sale or purchase, estate planning or settlement, litigation matters including divorce, and financing or insurance-related issues.  A business valuation can help identify areas that are helping and/or hurting the value of your business.  Strategically implementing changes based upon these findings can lead to increased revenues and cash flow, decreased expenses, and ultimately a greater value of your funeral home.

 

Our Advanced Planning Department utilizes many components in arriving at the fair market value of your funeral home.  Analysis of financial statements, tax returns, real estate, business assets, current ownership and employees, pre-need programs, and other relevant market data all factor into the equation to determine the value of your funeral home.  Our methodology has proven to be accurate and reliable time and time again. 

 

We believe that every funeral home owner should know the value of his or her investment.  A business valuation serves as an important tool for any business owner in determining that value.  Our team of experts aspires to provide the highest level of competency in the field of business valuations in the funeral home profession.

 


Our pricing is as follows:

 

"Formal Valuation" (For estates, divorces, gifting, sales and purchases of entire entities)

 

  • "Member" Fee - $2,000 ($50 discount for cash payment)
  • "Non-member" Fee - $3,200

 

Simple "Debt Service Valuation" (For general information or sale/purchase of partial entities)

 

  • "Member" Fee - $1,000 ($50 discount for cash payment)
  • "Non-member" Fee - $1,400

 

Annual Updates - Members receive a $300 discount after year one.

 

 
For more information, call 1-800-877-3332
 and ask for the Advanced Planning Department.