Details
 

December 10, 2025
4:00PM - 5:00PM EDT

Webinar: Navigating Funeral Succession with Confidence

Online Registration is Open!

Registration:

Register Online Here!

Can’t make it live? No problem! If you register but are unable to join the live webinar, you’ll automatically receive access to the on-demand version. Once the recording is available, you’ll receive an email with instructions to connect and view the program at your convenience.

Webinar Reminders:

  • Each online participant must register and attend with their own unique email address
  • To ensure your attendance is recorded, join the program from the unique link provided in your confirmation email
  • Each participant must be on the program for a minimum of 50 minutes to be eligible for CE credit 
  • If you have never used Zoom on your device, you will need to download the Zoom desktop application or the Zoom mobile app to view the webinar. Please note: Internet Explorer is no longer a supported browser. For the best experience, we recommend using Google Chrome, Mozilla Firefox, or Safari.
  • If you have trouble viewing the webinar, please call SeminarWeb support at (737) 201-2059.

Price:

  • Member: $45.00
  • Non-Member Member: $65.00

Continuing Education:

  • 1 CE Hour, General, pending approval with the State of Ohio Board of Embalmers and Funeral Directors

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. 

Key program highlights:

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

 

Presenters:

Andrew KennedyAndrew 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 years of experience in the industry and has helped funeral professionals secure over $100 million in loans. Kennedy is also a passionate advocate for the funeral industry and is actively involved in community outreach and education. He has been recognized for his leadership and innovation and was recently named one of the ICCFA's 40 Under 40. He enjoys spending time with his family and playing golf in his spare time.

 

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