Complete Story
01/30/2025
Succession Is Not Just a TV Show—It’s Preserving Your Legacy
As nearly half of funeral and cemetery business owners plan to retire within the next five years, the need for thoughtful succession planning has never been greater. Yet, only a small percentage of owners have a plan in place. This session addresses that gap with practical, data-driven strategies to secure the future of your business and preserve your professional legacy.
Guided by Chris Cruger of Foresight, this presentation goes beyond the basics of ownership transfer. It provides a dual perspective—preparing both current owners and their successors—to ensure a smooth transition, continued growth, and long-term sustainability. Participants will learn how to craft a customized succession plan that aligns with their goals, protects their legacy, and equips the next generation for leadership success.
Key Takeaways:
- Transaction Insights: Understand today’s ownership transfer trends, valuations, and transition steps.
- Succession Options: Explore flexible strategies that preserve value and independence.
- Leadership Readiness: Learn how to prepare successors for confident, effective leadership.
- Business Assessment: Use industry benchmarks to evaluate and strengthen succession
This essential program empowers both owners and future leaders to approach succession as a process—not an event—ensuring the continuity, stability, and enduring success of their funeral service business.
Chris Cruger
Chief Executive Officer
Foresight
