Sell my Business

We’ll show you the way

As the largest broker in the funeral industry, we’ve helped thousands of funeral home and cemetery professionals maximize the value of their businesses by connecting well-prepared sellers with quality buyers for the best possible results. Owners who sell with JCG experience 7-10% more in value than those who sell direct.

Maximizing the return on your hard work

You’ve worked hard to build your business into the valuable asset it’s become. We respect that. That’s why we work equally hard to deliver value throughout every step of the selling process. With Johnson Consulting Group at your side, you can rest assured that the valuation, marketing, and selling of your business will yield maximum results.

Maximize the value of your business
Ensure that the legacy you created is preserved
Create quality custom marketing packages that get buyers to the table quickly
Carefully select our buyers to yield only serious and qualified offers
Ensure a seamless process from start to finish

Our Impact by the Numbers

Since 1997, we’re proud to have negotiated more than 1,000 contracts and over $2 Billion in closed transactions.

Step 1: Exploratory & Engagement Phase

We take the time to understand what succession looks like for our funeral and cemetery clients. We also clearly communicate how our process works before finalizing an engagement so that both parties understand their roles and responsibilities.

Step 2: Information Gathering Phase

We drill down to the core of your business and identify what will interest potential buyers in order to create a compelling sales story. We collect data on current contracts, market trends, strategic plans, employee resources, future profitability, and much more.

Step 3: Valuation Phase

Our experienced financial analysts provide a detailed analysis of your company’s current and historical financial trends. This allows us to compare your business against competitors in the market and highlight opportunities for improvement that can increase the likelihood of a quick sale.

Step 4: Potential Buyer Review Phase

Evaluating a buyer is an important step in the sales process. JCG maintains an extensive database of potential buyers and we assess each purchaser’s financial claims and professional qualifications as necessary. Selling a business isn’t just about exchanging money — the deal needs to be well-structured and the buyer should demonstrate the capability to successfully manage the business for the long term.

Step 5: Marketing Package & LOI Phase

Marketing strategy can make or break the sale of a funeral home or cemetery business. Our team creates custom, high-quality marketing packages that contain all the information needed to make a decision, which brings buyers to the table faster. Only buyers who accept our confidentiality requirements can review the package — if they show interest, we provide additional data in a sales memorandum and request a Letter of Intent (LOI) before moving forward.

Step 6: Negotiation & Acceptance Phase

This is where thorough planning and preparation come into play. We understand how to evaluate an offer from a prospect, examine the terms and conditions, and discern between similar proposals from multiple buyers. Our goal is to help you negotiate maximum value for your business because we know it’s not only about what you get, but what you keep.

Step 7: Due Diligence & Closing Phase

The closing phase involves making sure both parties are satisfied with the final agreement, and that lines of communication remain open to ensure a smooth transition. JCG coordinates, manages, and oversees the due diligence process with all attorneys and third-party inspectors. We also secure all confidential materials and assist with contract revisions to ensure a successful closing.

Meet our Mergers and Acquisitions team

Karen McCurdy

Director of JCG Succession Services

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Karen Morin

Manager of Financial Analytics

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Michael Yates

Financial Analyst

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Simon Wong

Financial Analyst

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Dave Adams

Business Development Consultant

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Tyler Peck

Financial Analyst

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A word from our clients

I contacted JCG after my husband, who managed and operated our funeral home, suffered a fatal heart attack. I needed to sell the business ASAP and had no clue where to start. I do not work in the funeral business and was in no way prepared to run or sell the business – I was terrified. Johnson Consulting reassured me that with their help, the business would sell. And they kept their word – it sold! They were incredibly patient with me and thoroughly explained the process. I worked mostly with Karen; she was professional, highly competent and always kept me in the loop with updates. She did a tremendous amount of work, stayed with me when I was anxious and stayed on me when I got lazy! When things got heated, Karen kept her cool. I didn’t have to worry about anything slipping through the cracks, as she was on top of everything all of the time! I highly recommend Johnson Consulting if you are thinking about selling (or buying) a funeral home. The price I paid was more than fair and they went above and beyond for me.

– Suzanne Miller

Let’s start the conversation

With a clear understanding of where the profession has been, and a compelling vision of where it’s going, we help our clients reach new levels of success. Let's talk about how we can do the same for you.

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Karen McCurdy

Director of JCG Succession Services

Karen McCurdy is a graduate of Florida State University (1991), she received a Bachelor of Science in Real Estate. Upon graduation, Karen began a career in appraising both commercial and residential properties. She continues to maintain her real estate broker’s license and State Certified General Appraiser License. After appraising for 3 ½ years, Karen accepted a position with the Florida Department of Environmental Protection as an Appraiser Specialist. She reviewed statewide appraisals related to the acquisition, sale, lease and disposition of all real property. In addition, she performed desk and field reviews of proposed properties for state acquisition.

In May 1996, Karen began a career with Thomas-Pierce & Company as a Project Manager. In 1999, she was promoted to Sr. Financial Analyst. Some of her responsibilities include evaluating the operating and financial performance of client companies, assisting in negotiating the sales of client businesses and working through client transactions. Karen enjoys the challenge of working with the diversities of each business and assisting each client in meeting his or her individual needs.

Karen Morin

Manager of Financial Analytics

Karen is known as a high performing finance and accounting seasoned professional with more than 20 years of experience. Her skills and knowledge range in the domain including supervisory duties of teams as large as 20 people, including role as assistant controller. Recognized for high performing team management and significant process & operations improvement, Karen always demonstrates solid expertise in practical application and implementations of GAAP/GAAS, SOX, FASB, IRC/IRS tax codes and IFRS. Karen has enjoyed a spectrum of challenging roles in her career rising to the level of solely managing and producing budgets and financial forecasts in the quarter billion dollar range with consistency and accuracy. Karen’s professionalism is consistently demonstrated as she pursues excellence in all her work and is relentless in ensuring that her work reflects the highest commitment and standards expected in the field. Karen’s experience is supported by a Bachelors in Accounting from ASU and an MBA emphasis on Accounting from Grand Canyon University where she graduated with a Suma Cum Laude.

In May 1996, Karen began a career with Thomas-Pierce & Company as a Project Manager. In 1999, she was promoted to Sr. Financial Analyst. Some of her responsibilities include evaluating the operating and financial performance of client companies, assisting in negotiating the sales of client businesses and working through client transactions. Karen enjoys the challenge of working with the diversities of each business and assisting each client in meeting his or her individual needs.

Simon Wong

Financial Analyst

Simon graduated from Arizona State University with a Bachelor’s Degree in Accounting. After graduation, he worked at a student loan company as a staff accountant preparing financial documents. Thereafter, Simon worked at an insurance brokerage as a staff accountant preparing financial statements and reviewing an assortment of accounting procedures. Simon’s prior accounting experience and analytic abilities supports his role as a Financial Analyst at Johnson Consulting Group. Simon enjoys bicycling, hiking and listening to music in his free time.

Michael Yates

Financial Analyst

Michael graduated from Arizona State University with a Bachelors in Finance with a minor in Political Science. During college Michael worked at a start-up software company that developed financial compliance software for cash intensive businesses. In his spare time Michael enjoys watching and talking about sports and relaxing at home.

Dave Adams

Business Development Consultant

David graduated from Southern Illinois University in 1977 with a degree in Mortuary Science. He served as a partner/licensed Funeral Director/Embalmer at a firm in Southern Illinois. In 1984 he joined Batesville Casket Company, a leading manufacturer of burial and cremation products. During his 25+ year tenure with Batesville, he served in a variety of sales and management positions. These roles enabled him to gain experience, knowledge and in-depth understanding of sales and merchandising strategies, industry demographics, and the complexity of the changing funeral industry market. David also gained invaluable experience by serving as the Vice President of Sales and Marketing at a leading funeral/cemetery complex in the Greater San Francisco Bay area. For the past four years, David expanded his professional resume by serving as the Director of Corporate Development for a publicly traded acquisition company. Throughout his career, David has gained extensive knowledge and diverse experience with all aspects of the death care industry.

Tyler Peck

Financial Analyst

Tyler graduated from Northern Arizona University with a Bachelor’s in Finance and a certificate in investments. After graduating, he worked in the financial services industry at Charles Schwab, and then moved to the aerospace and defense industry, where he worked as a financial analyst for Northrop Grumman. Tyler has also recently passed the CFA Level 1 Exam and hopes to earn the full charter in the coming years. In his free time Tyler enjoys snowboarding, exercising, and watching hockey, basketball, and football.