May 22, 2025
Written by Bruce I. Wiener, Managing Partner of Akerman LLP’s Tallahassee, Florida Office Thoughts of a sale or succession planning may be top of mind or beginning to percolate for some death-care professionals. At the same time, allocating time for these matters and tending to real estate housekeeping tasks can be challenging as your days are filled with serving families and your communities. These tasks can pile up over time, making the outlook on completing them formidable. So, if a sale is on the agenda, time should be set aside to fully assess your real estate assets to structure and plan for a potential transaction ahead. Once a purchase and sale agreement has been entered into, the transaction can move very quickly. But the transaction can fail just as quickly if issues arise during the due diligence process and the […]
May 22, 2025
Written by Welton Hong, Ring Ring Marketing Every year, I travel throughout the country to help funeral home owners make their phone ring and boost market share. Call me a nerd, but I love seeing business owners succeed, especially when it comes to assisting family members in honoring lost loved ones or planning ahead. On Thursday, Sept. 11, I’ll be joining Chris Cruger, the CEO of The Foresight Companies, and other experts as a speaker at “Mastermind: Elevating Your Funeral Service Business to New Heights,” which is approved by Ohio for 5.5 hours of continuing education. The event will be at the Live! Casino & Hotel in Philadelphia, Pennsylvania. In this article, I’ll highlight some of the main items I’ll be highlighting at our Mastermind event. If you focus on these action items as you move toward 2026, you’ll be […]
May 22, 2025
This month, I had the privilege of attending the 2025 NFDA Professional Women’s Conference, an experience that left me inspired and better equipped to support my clients with a deeper sense of empathy, strategy, and clarity. One attendee posed a question that stood out to me: “How can we consistently add value to our services without reinforcing the stereotype that we’re upselling families at their most vulnerable, especially when budgets are tight?” Reflecting on these candid discussions and collaborative exchanges made one thing clear: delivering high-value service doesn’t always mean families need to spend more—it means providing thoughtful, personalized gestures that resonate deeply. One director shared how she crafts small, meaningful mementos that reflect the deceased’s favorite hobby or brainstorms different ideas to tie in their personality to the service. Small acts with significant emotional impact. You can’t always raise […]
May 22, 2025
New data spells out what consumers want from funeral service, but are practitioners listening? Every year, The Foresight Companies takes a hard look at how consumer attitudes and behaviors have evolved regarding funeral service. Unfailingly, we uncover both new insights and repeat challenges. Foresight’s 2025 Funeral and Cemetery Consumer Behavior Study is no different. The data is rich. The insights are clear. The message is urgent: The consumer is changing, but are funeral service practitioners? This year’s study gathered feedback from more than 5,000 consumers and nearly 500 funeral service professionals. This gives us a 90% degree of confidence in the information we gathered, straight from the mouths of consumers and funeral service professionals. The data tells a story of a profession somewhat stuck in neutral while the world around it continues to shift. Consumers are more digital, price-conscious and […]
April 24, 2025
From the Lawyers of WRW Legal, PLLC Does or did the funeral home you are considering acquiring collect fingerprints, DNA or locks of hair from decedents for the creation of keepsakes? If so, you may be acquiring liability related to that practice. You’ll want to give attention to that business’s practices relating to the collection and use of biometric data. Currently, there are only a few states which have enacted laws regarding biometric data privacy. But, that does not mean that those are the only states where collecting and using biometric data without prior permission can be problematic. There are currently two lawsuits of which we are aware against funeral homes for capturing decedent fingerprints prior to obtaining authorization from the decedent’s next of kin, aka the authorizing agent – a class action in Illinois and another case in Florida. […]
April 23, 2025
I’ve always been fascinated by how much business success comes down to the things you can’t immediately see in a spreadsheet. Sure, numbers are important—revenue, profit margins, and market share all matter—but what separates a truly valuable funeral home from the rest often lies beyond those metrics. It’s the things you invest in today, the ones that don’t show up as line items, that can make all the difference when it’s time to transition your business. Here are some of the key areas operators should focus on to build not just a profitable funeral home, but one that stands out to potential buyers when it’s time to sell. Build a Strong Team and Foster the Right Culture Think about your team. Are they just employees, or are they the heart and soul of your funeral home? When we at Foresight […]
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 […]
April 23, 2025
SCENARIO: Randall T. Smith and his wife, Petaluma (“Peta”), had owned and operated their own funeral home and crematory business, Mesa West Funeral Home & Crematory in Midland, Texas, for nearly seven years serving their community with the highest level of service at affordable prices. Then, in 2019, Randall was diagnosed with liver cancer, and in 2020, he passed away. Before Randall died, he told Peta that, “if you ever sell the business, I think it’s worth at least $1.4 million.” Randall and Peta, who were both licensed funeral directors and embalmers, had built Mesa West Funeral Home & Crematory on money they had saved up from years working for a corporate consolidator. Mesa was serving a solid 210 families a year, with total annual Revenue just north of $1 million by 2019. During peak COVID periods between 2020 and […]
April 23, 2025
In the ever-evolving funeral and cemetery profession, making informed financial decisions is more critical than ever. Whether you’re managing day-to-day operations, planning for a significant capital investment, or considering a business expansion, a well-crafted financial model can be the key to unlocking clarity and confidence in your decision-making. What Is a Financial Model and Why Does It Matter? A financial model is essentially a comprehensive summary of your funeral home’s income, expenses, and cash flow, all neatly organized in a spreadsheet. It is designed to answer pivotal questions about your business’s future. For funeral home owners, a financial model can help you: Plan Your Budget: Ensure that your revenue streams—from services like funeral arrangements and merchandise sales—cover your expenses, including staff wages and facility upkeep. Evaluate Investments: Decide whether purchasing new equipment (such as a retort or updated vehicles) or […]
April 23, 2025
Written by Welton Hong, Ring Ring Marketing Running a successful pay-per-click (PPC) ad campaign isn’t just about showing up; it’s about showing up for the right audience. Many funeral homes focus heavily on selecting the “perfect” keywords, but that’s only one side of the coin. If you’re not also eliminating the wrong traffic, you’re leaving the back door wide open—and your ad budget is walking out. Think of your PPC campaign like planning a formal dinner party. Your positive keywords are the invitations you send out: they determine who shows up. But if you don’t set clear expectations or limit plus-ones, you might find your living room packed with folks who thought it was a backyard barbecue. Negative keywords are your way of saying, “This isn’t that kind of party.” Let’s say your funeral home provides high-end funeral services. You […]
March 28, 2025
(Names and identifying details have been changed to protect privacy. But trust me—these challenges and triumphs are all too real in the funeral profession.) “Fire them, or pack your things.” That was the ultimatum John Smith heard on an otherwise ordinary morning. The funeral home owner—John’s longtime boss—wanted an employee gone for purely personal reasons, a vendetta completely unrelated to job performance. John knew in his gut: that’s not how you run a successful business, and it’s definitely not how you treat loyal staff. Within minutes, he grabbed his stuff, said goodbye to a place he’d poured years of effort into, and walked out. Enough was enough. In that moment, John realized: If I can’t stand by while someone’s wrongfully fired—maybe it’s time I run my own funeral home the right way. But let’s be real—big decisions aren’t always glamorous. […]
March 28, 2025
(Note: names, specific locations, and identifying details have been changed to protect privacy. The scenarios described, however, are real and reflective of genuine trends in the funeral and cemetery profession.) Across the country, funeral homes are experiencing a seismic shift. With skyrocketing real estate prices and evolving preferences for funeral services, providers are reconsidering their traditional reliance on physical facilities. This shift has prompted a growing number of funeral homes to adopt “asset-light” models—operating without traditional brick-and-mortar spaces, leveraging third-party partnerships and rented spaces to deliver meaningful, personalized funeral experiences. While this innovative approach offers substantial growth potential, it also presents unique challenges, as two similar but ultimately very different funeral homes discovered. Evergreen Farewell Services: Losing Sight of the Mission Evergreen Farewell Services was established with a clear, heartfelt mission: to provide families with deeply personalized, environmentally friendly funeral […]









