Succession Management

SMI helps funeral home, cemetery and other business owners establish and implement exit plans designed to maximize the returns most important to them. Our services include business sales and acquisitions, as well as valuations, consulting and special projects.

We bring together market knowledge and experience, financing sources, legal, accounting and tax expertise, working together with your other professionals, to develop and implement a comprehensive plan to achieve your goals.Our fee structure includes an initial retainer, and a flat or percentage fee upon project completion.