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

Build Your Future

Everyone Has One

How to tame your elephant

Strategic Planning

Strategic Planning

Four Simple Questions:

  1. What’s happening?
  2. Where do we need to go?
  3. How will we get there?
  4. Who will do it?


Succession Planning Guides

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


Funeral Home Valuation

Funeral Service White Papers

Download Free Industry WhitePapers

  • Emergency Business Continuity
  • Funeral Service Metrics