Jason Taken
Business Advisor, HedgeStone Business Advisors
Jason Taken is a Business Advisor with HedgeStone Business Advisors, a nationwide business brokerage firm, and the owner of Jaken Finance Group, a commercial private lender. He runs a high-velocity M&A prospecting and deal-management operation across dozens of business verticals and works with buyers and sellers of funeral homes nationwide. His legal background informs an analytical, diligence-first approach to every engagement. With the HedgeStone team, he produces quality-of-earnings analyses, valuations, confidential information memoranda, and buyer outreach campaigns for sellers, and provides deal sourcing and underwriting support for buyers. His work on this site focuses on the questions funeral home owners and acquirers ask most often: what a firm is worth, how preneed and licensing affect a transaction, which buyers fit which sellers, and how to structure a deal that protects both the price and the family name.
Email: jason.taken@hedgestone.com
How Jason approaches funeral home transactions
Funeral home deals turn on a handful of facts that generic business brokers often miss: the direction of call volume, the revenue mix between burial and cremation, whether every preneed contract is actually funded at today’s prices, and whether the firm can keep a licensed funeral director in charge on the day it changes hands. Jason’s work starts with those facts. For sellers, that means building a defensible earnings picture and a reconciled preneed register before a buyer ever sees the business. For buyers, it means underwriting the same items independently and structuring the price around what diligence actually finds.
The guides on this site reflect that approach. They name sources, show the math, and say plainly where state law or market conditions make an answer uncertain. They are written to be useful whether or not you ever speak with us.
Topics he writes about
- Selling a funeral home
- Buying a funeral home
- Valuation, finance & tax
- Operations that raise value
- Market & industry
- Frameworks
- Funeral home rules by state
Recently reviewed by Jason
- Buying a funeral home: the buyer's guide
- Cemetery operator adding funeral service: when a cemetery is buying a funeral home
- Direct-cremation operator as buyer: how a direct cremation company acquisition works
- Employee or management buyout of a funeral home: how staff buyers fund and structure the deal
- Licensed funeral director buying a first firm (SBA-financed)
- Selling your funeral home to a competitor: the neighboring family firm as buyer
- Non-licensed investor partnering with a licensed funeral director: can an investor buy a funeral home without a license?
- Out-of-state group entering a new funeral home market: how an out of state funeral home acquisition works
Related advisory sites
Jason and the HedgeStone team publish similar educational resources for other industries:
- homeservicesbusinessvaluation.com
- sellmyillinoisbusiness.com
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