NewBridge Group, Inc.

Financial ServicesGeorgia, United States2-10 Employees

NewBridge Group, Inc. is a small financial services firm based in Atlanta, Georgia, that concentrates on funeral home succession planning and related financial consulting. It has supported the sale and purchase of more than 600 funeral home businesses. The firm focuses on identifying hidden value in funeral home operations to secure higher offers and structure transactions in ways that can reduce taxes and increase sellers' after-tax proceeds. 

Its approach begins with a business analysis and valuation, after which current value is weighed against expected future earnings to decide whether to sell now or pursue steps that maximize value for a future sale, with client information kept confidential. The firm serves funeral home owners seeking guidance through transitions, and it notes that clients have achieved substantial after-tax value improvements, reportedly up to 50%–100%.

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