A DOZIER HOLDINGS GROUP SUBSIDIARY

Serenity Memorial

Services

"Honoring Life with Grace"

Compassionate funeral and memorial services for the Gulf Coast community. First-mover advantage in Orange Beach, Alabama.

The $13B Opportunity

"The U.S. funeral industry is a stable, recession-resistant market driven by inevitable demographic trends and ripe for consolidation."

$13.03B

Market Size

Projected for 2024

5.92%

Annual Growth

CAGR 2025-2030

10.3%

Profit Margin

Industry Average

3M+

Annual Deaths

U.S. Demographics

CRITICAL ADVANTAGE

Orange Beach Market

No dedicated funeral home exists within Orange Beach city limits, creating a significant first-mover opportunity.

Recognized as one of America's best retirement communities with high median income and an aging population seeking premium services.

51.6

Median Age

30%

Residents 65+

$89K

Median Income

15-20%

Year 1 Share

Nationwide Roll-Up Strategy

Targeting $50M+ Annual Revenue by Year 10

Years 1-2

Foundation

Establish flagship Orange Beach location. Build operational excellence and community reputation.

Target: 80-120 Services

Years 3-4

Regional

Acquire 3-5 locations in Gulf Coast region. Leverage economies of scale in purchasing.

Target: 400-600 Services

Years 5-7

State-Level

Expand throughout Alabama & adjacent states. Acquire established local brands.

Target: 1,000-1,500 Services

Years 8-10

Multi-State

Expand to GA, TN, Carolinas. Position for institutional investment or strategic exit.

Target: 3,000-5,000 Services

5-Year Financial Projections

"Serenity Memorial Services achieves first-year profitability with net margins reaching 27.6% by Year 5, far exceeding the industry average."

MetricYear 1Year 3Year 5
Annual Revenue$629,300$1,168,700$1,618,200
EBITDA$105,248$410,069$635,320
Net Income$49,686$278,302$447,240
Net Profit Margin7.9%23.8%27.6%
Case Volume70130180

Premium Pricing

$8,500 Traditional

vs $5,000 industry avg

Service Mix

60% / 40%

Cremation / Traditional

Product Revenue

45% of Service

40% commission margins

FOUNDER & CEO

Bailey Boyd

Experienced leader focused on compassionate service and community impact, guiding Serenity Memorial Services with purpose.

STRATEGIC PARTNER

Dozier Holdings Group

Silent partner supplying strategic oversight, capital access, and operational infrastructure for scalable growth.

Strategic Competitive Edge

First-Mover Position

Only funeral home within Orange Beach city limits, capturing local demand

Technology Integration

Digital showrooms and virtual attendance for modern families

Premium Positioning

High-quality facilities and personalized services aligned with local demographics

Scalable Systems

Standardized operations enabling efficient multi-location expansion

INVESTMENT OPPORTUNITY

Initial Capital Ask

$650,000

Investment Highlights

  • Immediate Market Opportunity: First and only funeral home in Orange Beach city limits
  • Proven Industry Model: Roll-up strategy validated by major consolidators
  • Strong Unit Economics: Projected 27.6% net margins by Year 5
  • Clear Exit Strategy: Strategic sale or PE buyout at 6-10x EBITDA

Use of Funds

Facility Leasehold Improvements$250,000
Vehicle Acquisition$150,000
Furniture, Fixtures & Equipment$100,000
Working Capital & Contingency$100,000
Initial Inventory & Supplies$50,000

Contact Serenity Memorial Services

For investment inquiries or partnership opportunities