Thought Leadership

July 23, 2026

Ask the Analyst: The Price of Certainty

The Real Picture, Part 3: The Price of Certainty Two buyers walk into the same funeral home. Same building, same equipment, same call volume, same staff. One offers six times earnings. The other offers seven and a half. The owner does the only reasonable thing a person can do with a gap that size. He asks his CPA what he’s missing. Nothing, usually. The earnings are the earnings, and the financial statements are the financial statements. What’s different isn’t the business. It’s the buyer standing in front of it. By now you’ve read two articles on how to actually read this business. The balance sheet tells you whether it has room to breathe. The income statement tells you how it earns, and whether that engine is sound or borrowed against a good year that won’t repeat. Neither one, on its […]
July 23, 2026

Ask the Owner: Death Tech…To What End?

Written by Jen Graziano, Attorney/Licensed Funeral Director/Owner It can be argued that the funeral industry is the last bastion of humanity.  Of the many great conundrums in our field is it’s inability to be swallowed up by AI.  While the rapidly growing “funeral-tech” industry has eagerly taken up space in our unchartered waters, AI may have found its first glass ceiling in our realm.  Tech disruption is real but how much can they truly disrupt? While the latest tech can assist us in writing obituaries, scheduling appointments, and general administrative tasks, it can not replace the one facet of funeral service that has long set us apart…the human factor.  The funeral industry’s reliance on human capital can not be replaced by artificial intelligence.  When a trembling, choked up voice makes the dreaded call to a funeral home, they need the […]
July 23, 2026

Hospitality and Then Some

Why exceptional service requires exceptional planning. In funeral service, the phrase “white-glove service” is often associated with hospitality. It brings to mind polished facilities, professional dress, attention to detail, personalized experiences and compassionate interactions with families during some of the most difficult moments of their lives. Those things matter, and they always will. But funeral professionals sometimes mistakenly view white-glove service only through the lens of the family experience. In reality, exceptional service is rarely the result of personality alone. It is also the result of operational discipline behind the scenes. Families experience the end result of your business model long before they understand the business itself. They experience it through responsiveness, consistency, professionalism, communication, organization, confidence and trust. They experience it in how seamlessly the team works together, how prepared staff are to handle difficult situations, how clearly options […]
July 23, 2026

The White Glove Standard

It’s as valuable to you and your successors as it is to your customers. There is a moment, somewhere between the first phone call and the final goodbye, when grieving family members decide whether they feel truly taken care of. You don’t get a survey response from them in that moment. You don’t get a second chance to change their answer, either. The funeral service profession has long prided itself on compassion and professionalism. And in many ways, that reputation holds. The 2026 Funeral and Cemetery Consumer Behavior Study (FCCBS), which surveyed more than 5,000 consumers and 1,100 industry professionals, confirmed that our people are perceived as professional, comforting and responsive. Those are real strengths. But this same study, now conducted for seven consecutive years, also revealed a more complicated picture beneath the surface. Consumers want more. And the operators […]
July 23, 2026

Business Reality Check: ‘Better a Certainty than an Uncertainty’

Featured in American Funeral Director by Kates-Boylston Publications When selling a funeral home, timing matters. Owners spend decades building reputation, market share, staffing relationships, and operational consistency. That lifetime investment often creates a sentimental perception of value that buyers may not fully support. Sellers sometimes become anchored to a target number and convince themselves that if they wait just a little longer, the “right buyer” will eventually appear. What many owners underestimate, however, is how quickly business value can deteriorate once they mentally decide they are ready to sell. The following case study illustrates a pattern that has become increasingly common throughout the funeral profession in recent years: a business owner receives a strong offer while the company is operating at peak performance, delays the sale in pursuit of a higher valuation, gradually disengages from operations, and ultimately watches both […]
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