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Navigating Funeral Succession with Confidence

What You Will Learn

  • Creating a Successful Succession Strategy: Learn how to develop a plan for ownership transition, from finding the right buyer to mitigating risks.
  • Maximizing Business Value: Understand the financial factors that affect your business's value and how to prepare for a smooth and profitable transfer.
  • Navigating Financial Aspects: Gain insights into key financial considerations, including determining the right valuation procedure and choosing the best financing options.
  • Overcoming Challenges: Learn how to address the complexities and challenges of ownership transition to ensure a seamless process

Share this program:

What You Will Learn

  • Creating a Successful Succession Strategy: Learn how to develop a plan for ownership transition, from finding the right buyer to mitigating risks.
  • Maximizing Business Value: Understand the financial factors that affect your business's value and how to prepare for a smooth and profitable transfer.
  • Navigating Financial Aspects: Gain insights into key financial considerations, including determining the right valuation procedure and choosing the best financing options.
  • Overcoming Challenges: Learn how to address the complexities and challenges of ownership transition to ensure a seamless process

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Price

$45 for OFDA Member
$65 for OFDA Non-Member

60 minutes
Date Published

December 10, 2025

Publisher

Ohio Funeral Directors Association

Subjects

Succession

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

Are you a funeral home owner or a potential buyer considering succession planning? Join Andrew Kennedy for this live webinar designed to guide you through understanding the complexities, challenges, and financial aspects of ownership transition. Andrew will cover how to create a strong successful succession strategy, finding the ideal buyer or business to purchase, mitigating risks, and overcoming challenges. He will also dive into the financial side of succession planning, including factors that affect business value, determining the right procedure, preparing for a smooth transition, and choosing the right financing options. Don’t miss this opportunity to gain valuable insights that will help ensure a smooth and profitable ownership transfer. 

SWOD-26507

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Presenters

Andrew Kennedy
Vice President – Funeral Home & Cemetery Lending - Live Oak Bank

Andrew Kennedy is a senior loan officer at Live Oak Bank, specializing in funeral home and cemetery financing. He has over 6... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Replay of Webinar
Downloadable Files
Navigating Funeral Succession with Confidence - MATERIALS
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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