Business Valuations
 | Federated’s Advanced Planning Department is one of the foremost appraisers 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 and the achievement of nationally recognized valuation credentials 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 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.
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 provides the highest level of competency in the field of business valuations in the funeral industry.
Our standard "Business Valuation" pricing is as follows:  | Annual Updates - Members receive a $1,000 discount after year one. Court Testimony - $900 per day plus travel expenses.
Note: Certain conditions may require the need for a non-standard business valuation. This may include, but is not limited to, the consideration of additional valuation approaches or methods due to liquidation, divorce, etc.
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The following items are included in a standard "Business Valuation""
| | Business Valuation | | Analysis of the Subject Company | X | | Economic, Industry & Demographic Analysis | X | | 3-5 Year Financial Statement Analysis | X | | Volume & Pricing Analysis | X | | Cash Flow Projection | X | | Application of Federated's Valuation Approach | X | | Price Allocation of Core Business Assets | X | | Calculation of Equity Value | X | | Calculation of Applicable Discounts | X | | Rules of Thumb Comparison | X | | Purchase Justification Test | X |
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For more information, call 1-800-877-3332
and ask for the Advanced Planning Department.