Dan Isard was originally a Financial Planner specializing in building financial
planning practices. In 1984 he moved to Phoenix to join a successful financial
planning practice and help them grow their firm. Since 1984 Mr. Isard has
appraised almost 2,000 funeral homes and about 500 cemeteries. He has also
appraised many funeral and cemetery businesses that owned crematories. Mr. Isard
has been an expert witness for more than 75 legal matters over the past 20
years. Since 1985 he has been involved in representing buyers or sellers of
funeral homes and cemeteries for transactions totaling about a half a billion
dollars in purchase price. While some of these sales went to key people,
existing employees of the business, co-stockholders, competitors and family
transactions, many were with the regional and national acquirers.
Roundtable Forum:funeral Services
August 10, 2009