As a Partner with The NewBridge Group, a brokerage and advisory firm focused exclusively on the funeral profession, I have the privilege of speaking with funeral home owners every day. One comment I hear frequently is: “The business is generating good cash flow, so I’ll just keep it and pass it down to my children.”
What independent owners are doing now to protect value, legacy, and optionality.
Many funeral home owners spend a large part of their lives in the funeral home, and preparing for a sale requires a shift in mindset and daily habits.
In today’s dynamic mergers and acquisitions (M&A) landscape, funeral home owners face both challenges and opportunities as they consider selling their businesses. To shed light on current trends and best practices, Todd Reich, Co-Managing Partner at The NewBridge Group, sat down with Umberto “Berto” Putrino, Director of Social Media and Strategic Communications at Rollings Funeral
Contrary to common concerns, a well-planned sale doesn’t have to be a zero-sum game. With the right deal structure, sellers can maximize the value of their business while buyers leverage their resources to enhance operations and service.
With nearly 50% of U.S. funeral home owners planning to retire in the next five years, the industry is on the brink of a major transition.
2025 is shaping up to be an active year for funeral home transactions. If you are thinking of a sale, it may be prudent to move sooner vs. waiting until things get busy.
With many changes coming to both the funeral industry and the US economy, 2025 is shaping up to be a positive year for funeral home sales and succession planning. Of these changes, five stand out as the biggest reasons why 2025 is the year to sell your funeral home: 1. Post-Pandemic Recovery and Economic Stabilization
For many funeral home owners, the business is more than just a livelihood—it’s a legacy built over generations. Making the decision to sell is not easy. At NewBridge Group, we understand the unique challenges and emotions that come with such a significant step. Our mission is to help you transition your business in a way
Selling a funeral home is a significant decision that requires careful planning and consideration. Whether you’re a retiring owner or seeking to transition to other ventures, preparing your funeral home for sale demands careful consideration of various factors to ensure a seamless and profitable transaction. At NewBridge Group, we specialize in facilitating acquisitions within the