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About This Webinar

Considering selling your funeral home? This webinar provides a clear, actionable 5-step blueprint to guide you through the entire process, aiding a successful and profitable transaction. Join industry experts Andrew Kennedy from Live Oak Bank and Jonathan Seitz of West Peak Consulting as they cover crucial topics including:

- Finding the Right Buyer: Strategies for identifying and attracting qualified purchasers.
- Maximizing Your Business Value: Understanding what buyers look for and how to prepare your funeral home for sale.
- Navigating Financing: Insights into financing options and securing the best terms for both buyer and seller.
- Structuring the Deal: Key considerations for favorable terms and a seamless transition.
- Due Diligence & Valuation: What to expect and how to prepare for a smooth transition.
- Common Pitfalls to Avoid: Expert advice on challenges and how to overcome them.
- The Post-Sale Transition: Preparing for life after the sale and ensuring business continuity.

Whether you're planning for retirement or looking for your next venture, this session will equip you with the knowledge and tools needed to achieve a successful sale. Gain invaluable insights from professionals who have guided numerous funeral home owners through successful sales. Don't miss this opportunity to learn how to achieve your goals.

When: Thursday, September 4, 2025 · 2:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour
Language: English
Who can attend? Everyone
Dial-in available? (listen only): No
Featured Presenters
Webinar hosting presenter
VP of Funeral Home & Cemetery team | Live Oak Bank
Andrew Kennedy is the VP of the Funeral Home & Cemetery team at Live Oak Bank. He joined Live Oak Bank in 2018 working with the Funeral Home & Cemetery profession as a business analyst. He then has spent the last 5 years as a loan officer and recently a VP strategizing and working with buyers looking to acquire their first business, expand their existing business, or refinance their existing notes. Andrew enjoys building relationships with everyone he works with and uses his experience and industry knowledge to provide education and support to prospects and customers. He enjoys meeting with his customers and spending time with other industry professionals at conferences, tradeshows, and other events. Andrew is a graduate from Wake Forest University where he majored in communication and entrepreneurship. He enjoys spending time with his family and playing golf.
Webinar hosting presenter
CEO | West Peak Consulting
West Peak Consulting is spearheaded by visionary CEO and Founder Jonathan Seitz. With nearly two decades of funeral home and crematory experience, Jonathan was immersed in the business and operational leadership of ten funeral businesses. As a hands-on owner his expertise at every level evolved into building one of the largest privately held funeral home companies in Colorado.

As the Vice President of Mergers and Acquisitions for one of the largest funeral home companies in the United States, Jonathan's leadership transcends daily operations. His strategic prowess and commitment to shaping the industry positions West Peak Consulting as an industry influencer.
Hosted By
ICCFA webinar platform hosts Back to Business Webinars: The Succession Blueprint: Successfully Selling Your Funeral Home Business
Webinars presented by the ICCFA.