Webinar: Death is Not a Succession Plan: The Psychology of a Stress-Free Business Transition


Virtual Event  
Wednesday, December 06, 2023 1:00 PM - 2:00 PM   iCalendar Central Standard Time

NFDA Webinar (1 CE Hour)

Free for Members

All times are U.S. Central Time

While many experts can provide legal advice or help with increasing your EBIDTA (earnings before interest, taxes, depreciation, and amortization), the most important planning for transitions are the expectations, arrangements, and harmony among family and key staff members. Family businesses that focus only on contracts and finances but ignore the psychological side of transitions can run the risk of misunderstandings, arguments, and family estrangement. In this presentation, Dr. Troyer will discuss a step-by-step process that begins early and provides several key mindset shifts to help prepare leadership and the next generation for a harmonious family funeral business transition.

 

Key Takeaways:

 

  1. Examine the unique challenges that make it difficult for older generations to let go
  2. Explore the challenges facing the next generation
  3. Review the six reasons why planning for transition must happen immediately

 

Presenter:

 

Dr. Jason Troyer works with hundreds of funeral homes across North America by providing community presentations, staff training, grief literature, Facebook services, and consulting services. He currently works part-time at Smith Cremation & Funeral Services and Grandview Cemetery in Maryville, TN. Dr. Troyer earned a master’s degree in counseling and a doctorate in counseling psychology. He was formerly an associate professor of psychology and assistant dean of academics at Maryville College in Maryville, TN.

Approved for 1 CE hour by APFSP and by most state and province licensing boards.

Virtual Event  

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