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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.


Post-conference Webinar Aftercare & Outreach in More Detail, Erin Whitaker

Do you hold a Holiday Service or a Service of Remembrance every year? Are you doing everything you can to attract your community to attend? Erin Whitaker of the Foresight Companies built on her OGR Annual Conference presentation and discussed an action plan for creating or improving upon your Annual Service. She gave ideas on […]

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ICCFA’s Annual Convention in San Antonio – 5 Changes You Need to Make to Remain Viable

Did you miss Dan’s presentation at the ICCFA Annual Convention in San Antonio?  If yes,  then you missed the opportunity to not only have EBITDA t-shirts thrown at you but to hear the 5 changes Funeral and Cemetery professionals must make to remain viable. Click below to listen to his presentation.  

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Cemetery Impossible Seminar – October 8th & 9th, 2015 – Scottsdale Resort & Conference Center, AZ

Join Dan Isard in Scottsdale for a two day seminar for cemetery owners and managers.  Every aspect of owning and operating a cemetery will be dissected and you will leave with a business plan to increase your profit. Cemetery Impossible Registration Form October 2015

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Boot Camp Refresher Course – September 10th & 11th 2015

Are you still too busy working IN your business and not ON your business?  Calling all past “Booties” and new attendees looking for a pared down version of our week long spring seminar.  This 2 day crash course will reload your arsenal with ammunition on HR, Cremation, Pricing, Preneed Marketing, Trust vs. Insurance, Business Profitability, […]

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Article/Newsletter/Press Release

Preneed Investing – Finance 101

There is no one answer to the question of how to best invest preneed monies. But the first step should be to determine your purpose for offering preneed. If growth is not the biggest reason in your choosing a preneed vendor, then figure out what that factor is. In some cases, the only goal is to put new business on the books. […]

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IRS Rules Regarding Gifts – June Accountability

Gift-giving is a fairly common practice among organizations and a touchy one where taxes are concerned.  The very term “gift,” has a precise definition. The IRS has several different classifications, including intangible gifts (which are taxable) and tangible gifts (which are tax free). Some gifts can be claimed as a deductible expense, while others cannot. […]

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