June 23, 2025
True Stories of the Everyday Funeral Business Owner Scenario: Meet Tony Morgan (age 54), owner of Morgan Funeral Home and Cremation Services. Tony’s business consists of a single location in the Midwestern United States, serving approximately 160 families annually. Tony began his business from scratch 25 years ago. Tony worked hard to make his dream of ownership come true. He raised the equity and qualified for a loan that allowed him to buy the real estate and build a reasonably sized funeral home that met the needs of the community that he decided to serve. It was a rural community that did not have a provider when he began his business. Over time, Tony expanded his location to provide additional space within the facility, parking, and cremation by purchasing the adjoining real estate. The growth he has experienced has been […]
April 23, 2025
Actionable strategies for developing staff into leaders for your firm and community In today’s rapidly evolving funeral industry, leadership is found in the everyday interactions your staff have with grieving families and community members. Transforming your staff into the next generation of leaders is not only vital for sustaining excellence in service but also for driving innovation, deepening community involvement, and fostering a culture of continuous improvement. Let’s talk about actionable strategies to cultivate leadership among your team members, emphasizing in-person engagement, professional growth, and the profound impact of community involvement. Creating a Vision for the Future Empowering your staff to become the next generation of leaders begins with a clear, shared vision that harmonizes traditional values with modern innovation and deep community involvement. Vision-Driven Culture: Clearly articulate your organization’s mission, values, and long-term goals during in-person meetings. When every […]
November 25, 2024
Will you be prepared for the evolving funeral and cemetery professions? Unbelievably, the 21st century marks its 25th year shortly. With 2025 just around the corner, it is a pivotal moment to reflect on the evolving needs and expectations of families, as well as the broader societal shifts impacting how we handle death and mourning. The next few years promise significant changes driven by technological advancements, shifting cultural attitudes, and evolving demographic trends. How can funeral professionals prepare for these changes to better serve their communities and continue to be profitable? Let’s explore the key areas to consider as you formulate your plan. Embracing Technological Advancements The Foresight 2024 Funeral and Cemetery Consumer Behavior Study (2024 FCCBS) highlights several technological trends that are reshaping the funeral and cemetery profession. Embracing these changes is crucial for staying relevant: Virtual and Hybrid […]
September 27, 2024
Scenario: Meet Jordan Strong, owner of Strong Funeral and Cremation Services. Jordan’s business consists of two locations in the Southeastern United States serving more than 500 families annually. Jordan is very proud of the multicultural aspect of the families he serves, and his staff reflects that ethnic diversity. The keystone to Jordan’s success is his staff and the high-level service that is provided to every family regardless of whether they are choosing cremation or burial. His staff is trained to focus on memorialization and making each funeral arrangement unique for the family. Jordan has strived to create a positive work environment by utilizing effective HR techniques such as employee handbooks and policies as well as team building exercises. Employees are also asked to periodically participate in anonymous surveys to help determine if all is well. Despite all these efforts, the […]
July 30, 2024
In order to lead well, you must first grow yourself, as any meaningful and lasting change begins within you. “Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others.” – JACK WELCH, AMERICAN BUSINESS EXECUTIVE AND FORMER GENERAL ELECTRIC CHAIRMAN AND CEO Let’s go over some of the challenges and hurdles staring leaders in the face in 2024 (and possibly beyond): Rapidly changing consumer wants and needs (client families are a consumer subset) ✔ Consumer demand for more convenience and greater transparency and use of technology ✔ Finding and retaining qualified talent and staff is increasingly more difficult ✔ Funeral home environments becoming more multigenerational among staff ✔ It’s an inflationary environment in which not only money/cost of capital but everything else is more expensive. ✔ There is […]
April 28, 2024
Scenario: Kirkpatrick Funeral & Cremation Services consists of multiple locations in the southern United States. Duncan Kirkpatrick started the business with a single location 20 years ago. Duncan is very proud of how he has been able to grow the business over the years and the positive feedback he has received from the communities the business serves. This is a direct reflection of his highly trained and qualified staff. It has been challenging for Duncan to find and retain qualified staff, but he has diligently overcome this obstacle by providing great benefits and a wonderful work environment. Duncan worked with a professional to create an employee handbook and procedure manuals as well as a variety of other applicable HR processes for his entire operation. Employees are introduced to these processes from the day they are hired. Currently, his staff is […]
September 26, 2023
Scenario: Jacob and Cathy Thomas own a thriving funeral business in the Southeast that consists of multiple funeral homes, a crematory, a pet crematory and a cemetery. Jacob and Cathy employ a large staff who are assigned to work at a specific business, each with their own employee handbooks and standard operating procedures based on the nature of the business. Through the various businesses, they and their team successfully serve approximately 100 families each year. Jacob and Cathy are very proud of what they have accomplished. While dealing with employees can be challenging, they feel they have a strong and talented team that provides exceptional care to their families. Recently, they faced a unique employee situation they were unsure how to address. They had an employee, Gerald, who had been hired and assigned to work at the pet crematory, apply […]
March 20, 2023
Scenario: David Sully has a thriving funeral business in the southern United States comprised of three locations serving more than 700 families. Recently he decided to create a multidenominational funeral home as well as building his own cemetery, crematory and pet cremation business. Given the success of his existing businesses, the current staff did not have the capacity to take on the added responsibilities that would be associated with the new development. Further, they did not have experience in the cemetery, crematory and pet crematory segments. As part of his expansion plans, David anticipated that he would be locating and hiring an entirely new staff to handle the new business enterprise. He carefully thought about the various positions and interviewed cemetery, crematory and pet crematory owners to understand the number of employees and the positions that he would need to […]
September 29, 2022
Scenario: Troy and Tammy Lexington run Lexington Funeral Home & Cemetery, a generational funeral home/cemetery combo in the southern United States that has served their community for almost 100 years. Currently they serve more than 600 families a year with case count on an upward trend. Troy and Tammy bought the business from Troy’s father and uncle 10 years ago. They are both licensed funeral directors but find a significant portion of their time is spent managing the business. However, they still roll up their shirt sleeves to help with daily tasks as needed. Several of their employees were inherited when they purchased the business and have many years of experience in the funeral industry in various positions throughout the operation. Their business has grown steadily over the years, leading them to increase their staff. A few of the “original” […]
March 29, 2022
Scenario: Remember Sally and Steve Mooney from HR Case Study #22? They own Weacrematieu Cremation and Funeral Services located in the Southeastern United States. The Mooney’s have a thriving business in an area that is experiencing a growth in population as it is very attractive to both new businesses and potential employees. Weacrematieu case volume has been increasing year over year. Long-term employee retention has been a key focus for Sally and Steve which has led them to develop very attractive benefits and compensation packages. As part of their initiatives, they created an employee handbook and specific policies related to various benefits offered to employees. These policies include health, dental, and vision insurance, paid sick leave, vacation leave and a retirement plan. Within the employee handbook, the policies specifically outline how each benefit is provided or where to seek more […]
September 29, 2021
Scenario: Sally and Steve Mooney started Weacrematieu Cremation and Funeral Services 25 years ago. Located in the heart of a popular tourist area in the Southeastern United States, the local population continues to expand as jobs are readily available and the cost of living reasonable. Weacrematieu has experienced significant growth each year in the number of families it serves, which has created challenges for Sally and Steve in terms of hiring licensed qualified staff and creating attractive benefit programs to retain them. It has been difficult to find employees who see working at Weacrematieu as a “calling” rather than just a “paycheck.” To encourage employees to have long-term vision, some of the benefits require employees to be employed for extended periods prior to qualification, such as the retirement plan. Sally has created an employee handbook that provides a summary of […]
March 22, 2021
We were recently asked about what policies employers can put in place regarding the COVID-19 vaccine. Stephanie Ramsey, Director of Business Analysis provides some insights on this topic. Question: Can we require employees to receive the COVID-19 vaccine? Stephanie Ramsey: There are many people who are divided on whether to receive the COVID-19 vaccine. The first question that employers must address is, “Can we require employees to get vaccinated?” The answer to this question varies based on the business you are in generally but is quite simple for funeral businesses. Yes, you can require that employees get vaccinated. The reality is that employers in the funeral industry have a strong justification for this requirement. Their employees are at high risk due to the nature of their jobs. What is meant by the term “high risk?” Funeral employees are at greater […]









