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We are the leading provider of full spectrum financial and management consulting for the funeral home and cemetery professions.

Our professionals focus on helping you increase the efficiency and profitability of your business while allowing you to focus on the compassionate
delivery of service to your community.


OGR Webinar- Financial Forecast: Where’s Your Business Headed?

If you missed Dan’s June 2014 OGR Webinar  click here to view/listen to the program- 

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Doug Gober of Live Oak Bank

In Dan’s first episode he talks with Doug Gober of Live Oak Bank. Doug reviews the start of Live Oak Bank and offers some useful information on how to get a loan through Live Oak Bank and the SBA. And in Finance 101 Dan helps you clarify your pricing strategy. Click Here to Access this […]

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November 12, 2014, 4th Annual Cremation Strategies Conference, Don CeSar Beach Resort, St. Pete Beach, FL

November 12, 2014, 4th Annual Cremation Strategies Conference, Don CeSar Beach Resort, St. Pete Beach, FL Join Dan Isard and other industry experts at the 4th Annual Cremation Strategies Conference. If you aren’t reaching out to cremation families and helping them recognize the value of memorialization, then you’ll only have yourself to blame when competitors boost market share […]

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Complimentary Expo-only Registration Form – Visit The Foresight Companies at NFDA International Convention & Expo in Nashville and enter a chance to collect $$$ in our Money Machine

Want a free day at the 2014 NFDA International Convention & Expo in Nashville, Tennessee?   How about a chance to spend time in our Money Machine?  Then plan to visit Dan Isard and the Foresight Companies at  booth # 1617 for the 2014 NFDA International Convention & Expo in Nashville, Tennessee October 12-15 at the […]

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Article/Newsletter/Press Release

For Immediate Release: Erin Whitaker Joins The Foresight Companies, LLC

Phoenix, AZ, July 1, 2014 – Today, Daniel M. Isard, MSFS announced that Erin Whitaker, CFSP, CPC has joined the team at his company, The Foresight Companies, LLC.  “Erin Whitaker is a person of many talents and holistic business experience. ”   Click here to read more Erin-Whitaker-Press-Release

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Re-Engineering Your Overhead Ratios Part 2: The costs of doing business.

If I were Shakespearean, I’d have a soliloquy that began, “Ratio, Ratio, wherefore art thou, Ratio?” As I shared last month, I find ratios simply wonderful. In June, we covered operating ratios and those demonstrating revenue trends. This month, we’ll focus on the costs of doing business. Click here to read more of this article Re-engineering Your Overhead Ratios […]

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