Services 2018-02-09T08:39:07+00:00

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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

Professional Development

In the Future

Owners and managers will have to have better management skills

  • People
  • Communication
  • Logistical planning (scheduling)
  • Money
  • Marketing

Prescription Leadership

Impact Assessments

Prescriptive results help you and your staff overcome dysfunction and become a true team.

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

Click On The Image to Download Free

  • Selling To Insiders
  • Selling To Third Parties
  • Your Roadmap
  • Succession Planning: The Emotional Side

DeathCare Calculators

Free DeathCare – Specific Calculators

Break – even


Funeral Home Valuation

Funeral Service White Papers