46th Annual Society for Case Research & Global Jesuit Case Series Summer Workshop 2024

Experience level: 
Nancy L. Johnson

Financial Analysis and Succession Planning: The William Violet Funeral Home

The teaching case centers on a century old, family-owned funeral home seeking to address key challenges related to financial analysis, business continuation and succession planning. The case delves into the intricacies of transitioning leadership while ensuring financial sustainability in an evolving industry. Students are tasked with analyzing the current financial state of the funeral home and devising a comprehensive succession plan that balances family dynamics, business continuity, and long-term viability. Through this case study, students will gain insights into the complexities of succession planning, financial management, and strategic decision-making in the context of a sensitive and specialized industry not addressed in other case studies.