Valuation services for funeral home and cemetery businesses
Our business valuation process leaves no stone unturned
- Thorough analysis of past, present and projected sales
Detailed market assessment including demographical trends
Detailed study of historical death trends for your market
- Analysis of all critical and non-critical assets
- A thorough study of your payroll, as compared to profession standards
- Review of your financial statements to determine projected cash flow
- Inventory and excess acreage needs for cemetery businesses
- A digital summary for reference purposes and easy review
No other company can match JCG’s experience in owning, managing, buying, selling, and valuing funeral home and cemetery businesses. From bridging valuation gaps to helping you determine if it’s the right time to sell, we can help you capture the value of your business like no one else in the profession!
Meet our Valuation Services team
A word from our clients
Johnson consulting has helped our team stay in tune with our value as an organization. From deep analysis of our traditional funeral home, cremation society, pet business, and cemetery, Johnson consulting took the time to learn our business and worked with us to set appropriate benchmarks around our financials and payroll. We feel that we have a solid value of our business and with this knowledge, will lead our business to even higher levels of growth. I’d recommend Johnson Consulting to any Funeral Home or Cemetery business.
– Tom Antram
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.
Director of Mergers and Acquisitions
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.
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.
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 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.
Wes graduated with a degree in Finance and International Business with high honors from the W.P. Carrey School of Business at ASU. He started his career at Johnson Consulting Group in 2012 as a Business / Finance Analyst helping our clients understand their financial position and strategized with them to improve customer satisfaction, operational efficiency, and profitability. After 3 years with Johnson Consulting Group, Wes moved into corporate FP&A for Insight, a large technology company, helping them optimize and expand their top line earnings, while working to minimize overhead costs. He became proficient in P&L analysis and built customized tools to help internal clients understand the business in a clear and simple way. Wes was responsible for the strategizing and goal setting for approximately 1 billion in revenue to the company and was the finance liaison for 17 managers 3 directors and 1 SVP of sales. After 2 years in the corporate FP&A world, he moved into a management role at Spear Education, a continuing education company for dentists and their staff. He was the primary finance manager for their consulting division and worked hard to implement best practice solutions for both their internal and external clients. Wes rejoined the Johnson Consulting team in 2021 after spending some time being a new father, and brings his many years of financial, management and consulting experience with him. He is a critical thinker who works hard to help our clients be successful operating their businesses efficiently and divesting them for top value.
Financial Analyst/Project Manager
Alexis graduated with honors from California State University Long Beach with a Bachelor’s in Finance. After graduation she began her career in the municipal bonds industry where she acted as the sole financial analyst for the largest bond issuer in California. She later moved on to corporate FP&A where she gained valuable expertise working with an international team.
Alexis enjoys working with complex data sets to support customer success and drive financial performance. She also loves interacting with others and making connections.
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.
Director of Business Development
Bob joined Johnson Consulting after 20 years of experience with three of the industry’s leading companies. After graduating from Spring Hill College in Mobile Alabama with a Business Management degree, Bob began his funeral service career with Batesville Casket Company. His roles included sales territory responsibility, national accounts, cremation specialist and selection room design including merchandising. In 2002, Bob joined Forethought Financial Services as Director of Business Development. His responsibilities included assisting funeral home and cemetery owners with solutions for existing trust funds and new pre-need insurance business. The role evolved into client relations with multiple marketing partners across the country. In 2011, Bob was named Vice President of Sales for Trust 100, the oldest and one of the largest marketing partners to assist client funeral homes with Advance Funeral Planning. These career experiences have made Bob the ideal asset for Johnson Consulting Group to be responsible for client relations and business development.
Financial Analyst/Project Manager
Jessica is a Certified Public Accountant (CPA) with over 10 years of combined experience in M&A, taxation, financial analysis, and estate planning. She holds a Bachelor’s in Accounting and a Master of Accountancy from the Darla Moore School of Business at the University of South Carolina. She also earned a Master of Science in Family Financial Planning and Counseling from the University of Alabama.
While not at work, Jessica enjoys happy hours, traveling, hanging out with her retired greyhounds, and playing MMOs with friends from across the globe.