Services
Succession Planning
Retirement Is An Event
Succession Is A Process
- Insider Transfers
- Preselling Your Business
- Third Party Sales
- Tax Impact Assessments
Assessment & Valuation Opinions
What’s It Worth?
Most people think they just want to know what their business is worth. This report contains more.
Business Advisory
Everyone Has One
How to tame your elephant
Strategic Planning
Four Simple Questions:
- What’s happening?
- Where do we need to go?
- How will we get there?
- Who will do it?
Resources
Succession Planning Guides
Click On The Image to Download Free
- Selling To Insiders
- Selling To Third Parties
- Your Roadmap
- Succession Planning: The Emotional Side
- Simple Business Continuity Instructions
DeathCare Calculators
Free DeathCare – Specific Calculators
Break – even
Forecast
Funeral Home Valuation
Funeral Service White Papers
Download Free Industry WhitePapers
- Emergency Business Continuity
- Funeral Service Metrics