What is Selling Your Funeral Home Really Like?

Smooth Process. Dedicated Team. Peace of Mind.

Most funeral home owners wanting to sell have worked the majority of their careers in order to build a successful business. Your employees, community and family know that you are the heart and soul of your business. Selling your funeral home will likely be the most important transaction in your lifetime. It’s not just a financial transaction, it truly represents a new phase of life for you and your family as well as introduces a new company to your community.

When you partner with NewBridge Group, you will see quickly that we are committed to helping funeral home owners sell their businesses on their terms. We take time to get to know your objectives and develop a custom plan that works for you.

Process For Selling Your Funeral Home

NewBridge Group’s confidential, effective process for assisting funeral home owners exploring a sale results in a positive experience for everyone involved. Before you know it, you can start your new chapter of life with peace of mind.

Confidential Business Valuation: With the information you provide about your funeral home to us, we will underwrite a market evaluation of your funeral home(s). If you want nothing more than a valuation, we are happy to deliver it to you. We do not share any of your financial information with buyers until you give us permission.
Engagement: If the market value is within a range that would interest you, then we will match you with a right-fit buyer and make the introduction.
Interviews with Buyers: If you agree that our proposed potential buyers are a great match, we will arrange a phone or Zoom call between the two of you to meet to see if there is an ideal fit. The next step is to schedule an on-site meeting so the buyer can tour your facility and meet you in person. The NewBridge difference is finding the right funeral home buyer because we know it’s crucial to the entire sale.
Offer: If the interviews go well, we will work together with the buyer(s) to put together a written offer for the purchase of your funeral home. Funeral home owners are typically involved in these conversations as well so we can better understand the tax implications and work to restructure an offer, if necessary.

NewBridge Group will be dedicated to ensuring you are comfortable with the structure of the sale. As well, we will communicate directly with the attorney and/or accountant to request a review of the offer.

Closing: Finally, after all of the details have been agreed upon, we will work directly with your attorney to close the sale of your funeral home(s). We will have all of the documents necessary and ready to provide to your attorney for the closing– thereby reducing your legal fees. NewBridge Group is committed to making sure the closing is efficient and effective.