The Book
The Funeral Home Exit Playbook
A plain language guide to exiting on your terms: what your funeral home is really worth, the 18 to 36 month preparation window, the mistakes that kill deals, and the seller’s playbook Cody used in his own eight figure exit.
In production now. Built from real interviews with owners who have been through it.
What’s Inside
Four Parts. One Roadmap.
Part 1: What Your Funeral Home Is Really Worth
EBITDA, multiples, and the factors that move them. Why most owners get the wrong number, and how buyers actually run the math.
Part 2: The 18 to 36 Month Preparation Window
Clean financials, documented SOPs, the two week test, and building the management layer that lets a buyer purchase a business instead of a job.
Part 3: Common Mistakes That Kill Deals
Personal expenses through the business. Books that are months behind. Owner dependency. Vendor exclusivity contracts. The avoidable errors that cost owners two to three times their sale price.
Part 4: The Seller’s Playbook
NDAs, due diligence needs lists, brokers and their fees, running a real bid process, and negotiating terms alongside price. What the experienced side of the table already knows.
Watch While You Wait
The Video Interviews
The conversations the playbook is being built from.
How I Built and Sold Callaway-Jones: Cody’s Full Story
Cody sits down with Dennis Yu on the Coach Yu Show: taking over at 24, building the business, and selling at a multiple well above the industry range.
What Funeral Directors Need to Know About AI, with Charlene Li
Where the profession is heading and what owners should actually pay attention to.
AI Marketing for Funeral Homes: A Practical Discussion
A working session on what actually moves call volume and brand in a local market.
Want Early Access When It Ships?
The playbook starts with knowing your number anyway. Run the free calculator, then tell Cody you want the book and he will make sure you get it first.
Start With the Calculator Request Early Access