Articles

July 25, 2025

Ctrl + Alt + Del Your Old Marketing Plan

How to Stop Fighting the Algorithm and Start Winning the Modern Funeral Consumer Let me paint a picture. It’s 2007. You’ve got your first smartphone, your ringtone is probably “Low” by Flo Rida, and your marketing strategy? A yellow pages ad, maybe a billboard, and—if you were really ahead of the curve—a website that looked like it was designed by your nephew in high school. Fast forward to today. AI is writing love poems, algorithms decide who sees what before they’ve even thought about needing it, and TikTok influencers are selling everything from shampoo to caskets (seriously). So, let me ask you this: has your marketing plan kept up with the times… or is it still buffering? If your strategy could use a reboot, don’t worry. It’s not too late to Ctrl + Alt + Del your old plan and […]
July 25, 2025

Is Your Firm’s Health Helping or Hurting Yours?

Funeral and cemetery professionals are natural caregivers. They serve grieving families with empathy, walk alongside them during life’s hard moments, and ensure that every detail of every service is handled with care. But in the process of supporting others, those same caregivers can neglect their own needs and those of their firm. There’s a lot of talk about self-care these days – and for good reason. Burnout and compassion fatigue are real risks in funeral service. But self-care isn’t just about bubble baths and meditation. It’s also about financial clarity, operational stability and long-term peace of mind. In short, it’s about taking care of your funeral home, too. One of the most powerful means of professional self-care is something many funeral directors only associate with selling their firm: a business valuation. This article reframes that misconception and demonstrates that a […]
June 23, 2025

Succession Planning: The Four-Step Process

Plotting the transfer of ownership of your firm –something you should start right now. Written by Chris Cruger and Jared Tanke In 2023, NFDA conducted a succession-planning study that provided valuable insights into how funeral home owners plan to exit the profession. One of the notable findings was that 55% of respondents said they would prefer to sell or transfer their business to a family member or key employee. This reflects how deeply rooted many funeral homes are in their communities. Unlike many other businesses, funeral homes often are tied to the identity of the owner and their values and service legacy. Maintaining continuity through trusted family or team members is a natural choice, but it’s a complex one, too. Succession planning isn’t just about naming a successor and stepping aside. It’s about ensuring the long-term stability of your business, […]
June 23, 2025

Succession Planning: The Antidote to Uncertainty

Intentional, transparent communication must be integrated into every step of your succession plan. Within the funeral profession – a field built on tradition, legacy and long-standing community ties –succession planning carries a particularly emotional and operational weight. The transition of leadership from one generation to the next is about ownership and financial continuity but also about the preservation of trust, culture and relationships cultivated over decades. At the heart of this delicate process lies a single powerful tool: communication. Communication is not just a helpful part of succession planning; it is the very foundation that determines whether a transition is smooth and successful or fraught with conflict, confusion and frustration. In a profession where trust is paramount, the way leaders communicate with their successors, staff, clients and community can make or break the legacy they worked so hard to build. […]
June 23, 2025

Business Reality Check: Case Study #1

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 […]
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