Articles

Featured in American Funeral Director by Kates-Boylston Publications Tom wasn’t just an employee. He was deeply involved in day-to-day operations, trusted by staff and known to families, and already functioning as the operational backbone of the business. He was the clearest choice for an internal business sale. However, Eli wanted clarity. What was the business worth? What would each path cost? What would the transition realistically look like? We completed a valuation, walked through deal structures, and laid out what each scenario meant. At the time, the business was consistently serving more than 300 families per year. Revenue was strong, and cash flow was reliable. The valuation supported a number north of $4 million. For Eli, buying out his uncle would cost him at least $2 million. And that’s when Eli hit pause. The price felt high. The commitment felt […]

Interdisciplinary collaboration is a competitive advantage in the funeral service and cemetery professions. In the January 2026 issue of The Director, I, arguing that personalization would define success in 2026 and beyond, challenged you to stand out. I urged you to move past sameness and create experiences that feel authentic, intentional and human. Well, in this month’s column, I will address how to accomplish this. Personalization does not happen in isolation. It cannot be owned by one department, one leader or one role. The most meaningful, differentiated experiences are created when people with different expertise, perspectives and responsibilities work together toward a shared goal. This is where interdisciplinary collaboration comes in. In today’s funeral service and cemetery professions, the complexity of business has outpaced the siloed way in which many organizations still operate. Operations, sales, marketing, preneed, finance, leadership, etc., […]

Written by Welton Hong The call came in at 2:17 a.m. A daughter had just lost her father and didn’t know where to turn. She searched “funeral home near me,” clicked on the first result, and landed on a website that looked professional — but offered little clarity. No hours. No indication of whether someone was available right now. No pricing guidance. Unsure and overwhelmed, she hit the back button and called the next funeral home on the list. That funeral home answered. This scenario plays out every day. Funeral home websites unintentionally fail the very families who need them most. In moments of grief, people are not browsing. They are seeking certainty, reassurance and immediate direction. A funeral home website should answer questions. When it lacks essential information, families do not wait. They move on. Here are six must-have […]

Personalization as the new advantage in 2026. Each January creates a natural pause – a moment to reset, refocus and reimagine what’s possible. For funeral home owners and cemetery operators, 2026 isn’t just another year on the calendar. It’s the start of a new era for the profession – one defined by personalization, differentiation and the courage to stand apart. Over the past two years, this column has explored various avenues of business. In January 2025, for example, I explored three pillars of success: self-awareness, proactive planning and strong culture. In November 2025, I urged you to build your 2026 strategic plan so that you could act with purpose and discipline at the start of the new year. Now, it’s time to take the next step. Strategy and awareness mean little without execution. And in 2026, execution will be measured […]

Marty Blackwood, age 75, had spent his life doing what few others could: running a small-town funeral home operation in the rural South nearly single-handedly. A lifelong servant of his community, Marty had built a reputation as both dependable and deeply personal in his care for families. Over the years he had expanded his single location into a three-rooftop business. Together his funeral homes served just over 100 families a year, a manageable volume for decades, but now the demands of middle-of-the-night calls and increasingly complex operations were wearing him down. Marty knew it was time to plan his exit. The challenge was understanding what his business was actually worth. One of his longtime advisors suggested a $2.5 million valuation, a number that sounded good, perhaps too good. The business produced about $300,000 in annual cash flow, meaning that figure […]

Each November, business leaders in every profession pause to look ahead. For funeral home owners and cemetery operators, this isn’t just an annual exercise in forecasting; it’s an opportunity to figure out whether the next year will bring growth, stability or stagnation. If 2025 taught funeral home owners anything, it’s that they can no longer afford to coast. Consumer expectations are evolving faster than the profession can respond. Competition is intensifying. Technology– particularly artificial intelligence – is advancing at breakneck speed. The firms that thrive in 2026 will be those that prepare with clarity, intentionality and discipline right now. This past year, in this column for The Director, I’ve explored themes that point toward this moment. These include the education gap with families, the role of valuations as business self-care, the complexities of succession, the digital avalanche that’s shaping consumer […]

A personal account of the ways in which AI can preserve memories and facilitate the grieving process. “We should be very careful about artificial intelligence. If I had to guess at what our biggest existential threat is, it’s probably that … With artificial intelligence, we’re summoning the demon.” – Elon Musk, businessman and entrepreneur, Tesla, SpaceX and X “Artificial intelligence will never be a match for natural stupidity.”– Unknown “A year spent in artificial intelligence is enough to make one believe in God.” – Alan Perlis, computer scientist and professor, Purdue, Carnegie Mellon and Yale University “In a sense, artificial intelligence will be the ultimate tool because it will help us build all possible tools.” – K. Eric Drexler, engineer and author I usually begin my writings with a quote – sometimes sage, sometimes satirical – to highlight the general […]

Why ongoing education is funeral service’s secret weapon, and six actionable steps you should take. If you remember the era of the “after-school special,” you’ll probably recall that these television shows weren’t just entertainment – they were designed to teach life lessons. The programs aimed to leave a meaningful impression and often tackled important topics through storylines that helped the audience reflect, learn and grow. The funeral service profession could benefit from this sentiment regarding lifelong learning. Today, the profession finds itself at a point where education – education for your teams and the families you serve – has become more important than ever. As consumer expectations shift and the complexity of your services increases, your ability to inform must grow in tandem. The Education Disconnect Now in its sixth year, the 2025 “Funeral & Cemetery Consumer Behavior Study” (FCCBS), […]

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 […]

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, […]