Thought Leadership

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., […]