Death of a funeral home? Financial analysis and succession planning

This teaching case focused on a century-old, family-owned funeral home grappling with critical challenges in financial analysis, business continuity, and succession planning. The case explored the intricacies of maintaining financial sustainability in a changing industry. Students were tasked with evaluating the funeral home’s financial health and creating a comprehensive succession plan that balanced family dynamics, business continuity, and long-term viability. Through this case study, students gained insights into the complexities of a specialized industry gaining perspectives not covered in other cases.