Start a Genealogy Business – Step-by-Step Guide

Introduction

Turning a passion for family history into a professional genealogy business is an exciting opportunity for those who enjoy research, storytelling, and helping others uncover their roots. Whether you’re already a skilled researcher or just beginning your journey, starting a genealogy business can be both rewarding and impactful.

This in-depth guide covers the essential steps to building your genealogy enterprise—from business planning and client services to marketing and operations. Because it includes a wide range of important information, you may want to bookmark this page and return to it as you move through each stage of setting up your business.

Let’s explore what it takes to start a genealogy business that’s both meaningful and professionally successful.

Step-by-Step Guide to Launching Your Genealogy Enterprise

1. An Overview of What You’re Getting Into

Passion is indeed a driving force behind the success of any business, including a genealogy venture.

When you love what you do, challenges become opportunities for innovation and growth.

Passion fuels perseverance, helping you navigate obstacles that might deter those without it.

Consider the hypothetical scenario where financial concerns are nonexistent. If you would still choose to start and run a genealogy business for free, it signifies a deep-seated passion for the field.

This passion will keep you dedicated and committed, even in the face of difficulties.

Conversely, if you’d opt for an alternative path, it’s essential to reflect on your true interests and aspirations. Pursuing a business solely for financial gain can lead to burnout and dissatisfaction.

In summary, passion for your genealogy business is a vital ingredient for success. It provides the motivation to overcome challenges and the resilience to thrive.

So, whether you’re just starting or have been in the field for years, nurturing and harnessing your passion is key to achieving your goals.

For More, See How Passion Affects Your Business. Also, see Considerations Before You Start Your Business to identify key points for a new business owner.

2. Gaining an Overview of Owning a Genealogy Business

Next, let’s spend some time on key issues to give you an overview of what to expect from owning and running your business.

a.) A Quick Overview of Owning a Genealogy Business

A genealogy business is an enterprise that offers various services related to the study of family history and lineage.

Its primary focus is to help individuals trace their ancestry, discover long-lost relatives, and unearth their family’s unique stories.

These businesses provide expertise, research, and access to historical records, genealogical databases, and DNA testing to aid clients in building comprehensive family trees and understanding their heritage.

Day-to-day tasks in running and managing a genealogy business can vary based on the specific services offered, but typically include:

Client Consultations: Meeting with clients to discuss their genealogical goals and needs. Understanding their family history objectives and creating tailored research plans.
Research: Conducting extensive genealogical research by accessing historical documents, records, archives, and online databases. Analyzing and organizing the collected data.
Documentation: Accurately documenting all research findings, including vital statistics, historical records, and sources. Maintaining organized records to support future research and client reports.
Report Generation: Creating detailed reports and family trees to present research findings to clients. These reports often include historical context and narratives about ancestors.
Client Communication: Regularly updating clients on research progress, sharing findings, and addressing their questions or concerns. Building strong client relationships through effective communication.
Marketing and Promotion: Promoting the business through various channels, including social media, websites, and networking events. Attracting new clients and retaining existing ones through marketing efforts.
Administrative Tasks: Managing appointments, scheduling research hours, and handling financial matters, such as billing and invoicing.
Professional Development: Staying updated with genealogical trends, research techniques, and tools. Continuing education to enhance expertise and credibility.
Networking: Building relationships with fellow genealogists, historical societies, libraries, and archives. Collaborating on research projects and accessing additional resources.
Data Security: Ensuring the security and confidentiality of client information and research data.
DNA Testing Management: If offering genetic testing services, coordinating sample collection, analyzing results, and explaining findings to clients.
Legal and Ethical Compliance: Adhering to ethical guidelines and copyright laws when accessing and using historical documents and data.

Running a genealogy business demands a combination of research skills, organizational capabilities, communication proficiency, and a passion for uncovering the past.

These businesses play a crucial role in helping individuals connect with their roots and preserve their family legacies.

b.) Genealogy Business Models

Genealogy businesses come in various setups, each with its unique business model.

Here are some common types:

Consulting Services:
- Business Model: Charge clients hourly or project-based fees for genealogical research, consultation, and report generation.
- Pros: Direct revenue from clients, flexibility in pricing, and personalized service.
- Cons: Income may be inconsistent, depending on the number of clients and projects.
Online Subscription Platform:
- Business Model: Offer access to genealogical databases and resources through subscription-based plans.
- Pros: Recurring revenue, scalability, and a wide customer base.
- Cons: Requires ongoing content updates, marketing efforts, and customer support.
Educational Workshops and Courses:
- Business Model: Provide genealogy-related workshops, webinars, and courses with enrollment fees.
- Pros: Multiple income streams, expertise positioning, and scalability.
- Cons: Investment in course development, marketing, and competition from other educational platforms.
DNA Testing and Interpretation Services:
- Business Model: Offer genetic testing kits and provide analysis and interpretation services.
- Pros: High-demand service, potential for partnerships with testing companies, and recurring income from data storage.
- Cons: Requires specialized knowledge and equipment, ongoing subscription management, and privacy concerns.
Genealogy Software Development:
- Business Model: Create and sell genealogy software or apps for research, family tree building, or record management.
- Pros: Licensing fees, potential for wide distribution, and opportunities for updates and add-ons.
- Cons: Requires software development expertise, marketing efforts, and customer support.
Professional Association or Society:
- Business Model: Establish a genealogy association with membership dues, events, and publications.
- Pros: Steady income from membership fees, networking opportunities, and authority in the field.
- Cons: Administrative overhead, competition with other associations, and maintaining member engagement.

Choosing the right business model from the beginning is crucial, as switching your model later is more challenging.

Identify a profitable and high-demand niche for your genealogy business, research your target market thoroughly, and align your chosen model with your expertise and resources.

Adapting to changing market needs and trends is also essential to ensure your genealogy business’s long-term success.

c.) Making Your Genealogy Business Stand Out

Ideas to Make a Genealogy Business Stand Out:

Specialized Research Services: Focus on a niche within genealogy, such as military records, immigration history, or specific geographical regions. Specialization can attract clients seeking expertise in a particular area.
Online Presence: Build a user-friendly, informative website showcasing your services, expertise, and client testimonials. A professional online presence is essential for attracting and retaining clients.
Exceptional Customer Service: Go above and beyond in your interactions with clients. Provide regular updates, answer inquiries promptly, and offer a personalized experience to make clients feel valued.
Unique Marketing Approach: Develop creative marketing campaigns that highlight your business’s distinct offerings. Utilize storytelling to engage potential clients emotionally.
Collaborations: Partner with local historical societies, libraries, or DNA testing companies to expand your service range and gain credibility through affiliations.
Educational Workshops: Host genealogy workshops or webinars to educate and engage potential clients. Sharing your knowledge can establish you as an expert in the field.
Visual Family Trees: Create visually appealing, custom family trees that clients can proudly display in their homes. Unique and aesthetically pleasing designs can set your services apart.
Multilingual Services: Offer genealogy research and interpretation in multiple languages to cater to diverse clientele, including those with immigrant backgrounds.
Social Media Engagement: Actively participate in genealogy-related social media communities. Share insights, answer questions, and establish yourself as a knowledgeable resource.
Transparent Pricing: Clearly outline your pricing structure on your website to eliminate confusion and build trust with potential clients.
Client Success Stories: Share success stories and case studies on your website or in marketing materials. Demonstrating your ability to solve complex genealogical puzzles can attract clients seeking similar help.
Personalized Research Plans: Tailor your research plans to meet each client’s unique goals and budget. Providing flexible options can appeal to a broader audience.
Streamlined Report Delivery: Implement efficient report delivery methods, such as digital formats, to provide clients with quick access to research findings.
Community Involvement: Participate in genealogy-related events, lectures, or seminars in your local community. Networking and community engagement can boost your visibility.

d.) Add-ons for a Genealogy Business

DNA Testing Services: Incorporate genetic genealogy by offering DNA testing kits and interpretation services to help clients discover their ancestral origins and connections.
Online Genealogy Courses: Develop and sell online genealogy courses or webinars to educate individuals interested in researching their own family histories.
Genealogy Software Tools: Create or collaborate with developers to offer proprietary genealogy software or tools that simplify research and record management.
Archival and Preservation Supplies: Sell archival-quality materials like acid-free paper, storage boxes, and preservation sleeves to help clients protect and preserve their historical documents and photographs.
Historical Tours: Organize genealogy-themed historical tours or heritage trips to ancestral hometowns, allowing clients to connect with their roots firsthand.
Family Reunion Planning: Provide family reunion planning services, helping clients organize memorable gatherings with a genealogical twist.
Personalized Gifts: Offer custom family history books, charts, or keepsakes as add-on products, allowing clients to commemorate their genealogical discoveries.
Genealogy Consultations: Provide one-on-one genealogy consultation sessions for clients looking for guidance on their own research endeavors.
Genealogy Library Access: Grant clients access to your extensive genealogy library or online databases for a fee, enabling them to conduct their research more comprehensively.
Virtual Reality Experiences: Develop virtual reality experiences that allow clients to explore ancestral homelands or historical settings related to their family’s history.
Document Transcription Services: Offer transcription services for handwritten historical documents, making them accessible and searchable for clients.
Genetic Health Insights: Partner with healthcare providers to offer genetic health reports alongside genealogy services, providing clients with insights into their genetic predispositions.
Heirloom Identification: Assist clients in identifying and appraising valuable family heirlooms, such as antiques or rare photographs.
Subscription Box: Curate genealogy-themed subscription boxes that include research tips, historical documents, and personalized genealogical surprises.

Adding these complementary services and products to your genealogy business can not only enhance the client experience but also generate additional revenue streams, expanding the overall offerings and appeal of your business.

e.) Pros and Cons of Owning a Genealogy Business

Running a business offers substantial rewards, but it’s crucial to acknowledge the potential challenges.

Starting a business with a clear awareness of both the benefits and drawbacks enables effective preparation and minimizes surprises along the entrepreneurial journey.

For more, see Pros and Cons of Starting a Small Business.

f.) Challenges You Could Face When Starting and Operating a Genealogy Business

Challenges When Starting a Genealogy Business:

Market Saturation: The genealogy field can be competitive, with established players and online platforms. Breaking into the market may require differentiation and finding a niche.
Building Reputation: As a newcomer, gaining trust and credibility can be challenging. It takes time to build a solid reputation as a reliable genealogist.
Initial Investment: Acquiring essential research tools, software, and resources can be costly, especially for new businesses with limited funds.
Client Acquisition: Attracting the first set of clients can be slow. Effective marketing and networking are vital but may take time to yield results.
Regulatory Compliance: Familiarizing yourself with genealogy ethics and legal aspects, such as data protection and privacy laws, is crucial.
Skill Development: Continuous learning and skill enhancement are necessary. Genealogical methods and technologies evolve, demanding ongoing education.
Time-Consuming Research: Genealogical research can be time-intensive. Meeting client expectations while managing multiple projects requires efficient time management.

Challenges in Full Operation:

Client Retention: Sustaining a steady client base and ensuring repeat business can be challenging. Offering ongoing value and excellent service is essential.
Data Management: Handling vast amounts of data and records demands efficient organization and safeguarding against data loss.
Market Changes: Adapting to shifts in genealogy trends and technology is crucial. Being flexible to meet changing client needs is a continual challenge.
Competition: The genealogy market remains competitive. Staying ahead may require innovative services, pricing strategies, or marketing tactics.
Work-Life Balance: The passion for genealogy can lead to overworking. Balancing personal life and work while managing multiple projects is an ongoing struggle.
Fee Structure: Determining fair pricing that reflects your expertise and meets client expectations while sustaining profitability can be complex.
Client Expectations: Managing client expectations can be challenging. Ensuring clients understand the limitations of genealogical research is crucial.
Legal Compliance: Staying updated with evolving privacy and data protection regulations is vital. Failing to do so can lead to legal complications.
Technology Integration: Embracing and incorporating new genealogy software and tools efficiently requires time and training.
Professional Development: Keeping up with industry advancements, attending conferences, and maintaining expertise can be demanding.

In summary, starting and operating a genealogy business involves challenges related to market entry, reputation building, resource allocation, and skill development.

In full operation, sustaining client relationships, adapting to market changes, and managing data and legal compliance become ongoing challenges.

Overcoming these hurdles requires dedication, continuous learning, adaptability, and a passion for preserving family histories.

g.) Questions You Need to Consider for Your Genealogy Business

Before embarking on your genealogy business journey, it’s essential to consider these crucial questions:

Business Model: What genealogy business model best suits your goals? Will you offer research services, educational workshops, or DNA testing and interpretation?
Skills: Do you possess the necessary genealogical skills to manage and operate the business effectively? If not, how will you acquire them?
Solo or Team: Will you handle all aspects of the business alone, or do you plan to hire employees or collaborate with experts?
Management: Are you equipped to manage the business yourself, or will you hire a manager to oversee operations?
Customer Acquisition: What strategies will you employ to attract clients to your genealogy services?
Customer Retention: How will you ensure clients return for additional services or recommend your business to others?
Partnerships: Are you open to forming partnerships or seeking investors to expand your genealogy offerings?
Financing: Have you outlined a financial plan to cover startup costs, and do you have a clear path to profitability?
Sustainability: How will you support yourself during the initial stages, which may be financially challenging, until the business becomes profitable?
Products and Services: What genealogy products and services will you provide, and how will they meet the needs and desires of your target audience?
Market Demand: Have you conducted market research to ensure there’s a demand for your offerings, and do you understand your potential client base?
Differentiation: What unique value will you offer that sets your genealogy business apart from competitors in the field?

By addressing these questions thoughtfully, you’ll lay a strong foundation for your genealogy business, positioning yourself for success in a field that thrives on expertise, dedication, and a deep passion for unraveling the past.

3. Research

Inside Information Genealogy Business Research

Before venturing into the genealogy business, thorough research is paramount. Quality information equips you with a clear understanding of what to expect, preventing unforeseen challenges.

Get insights from experienced genealogy business owners; their expertise is invaluable. Spend time with them to gain priceless knowledge accumulated over years.

Finding the right people to connect with extends beyond this post.

For comprehensive guidance on approaching and engaging these experts, I recommend reading the article “An Inside Look Into the Business You Want To Start” linked below.

It provides essential insights and strategies to establish meaningful connections and understand the genealogy business from the inside.

With the right knowledge and connections, you’ll embark on your genealogy business journey well-prepared and equipped for success.

See An Inside Look Into the Business You Want To Start for all the details.

Supply, Demand, and Your Location

Assessing market demand for your genealogy business in your chosen location is essential for success.

Here are some simple strategies to help you determine demand effectively:

Market Research: Begin by conducting thorough market research. Look at the local and online genealogy landscape. Identify existing businesses, their services, and their customer base. Analyze their strengths and weaknesses.
Target Audience: Define your target audience. Who are your potential clients, and what are their genealogy needs? Understanding your ideal customers’ demographics and preferences will guide your business strategies.
Surveys and Questionnaires: Create surveys or questionnaires and distribute them to potential clients or genealogy enthusiasts in your chosen location. Gather insights into their interests, expectations, and willingness to pay for your services.
Competitive Analysis: Examine your competitors in detail. Identify gaps in their offerings that you can fill or areas where you can provide superior services. Differentiation is key to standing out.
Online Keyword Research: For online genealogy businesses, use keyword research tools to identify the search terms people are using related to genealogy in your location. This helps you understand search demand.
Social Media Listening: Monitor social media platforms and forums to identify discussions, questions, or requests related to genealogy services in your area. Engage in conversations to gather insights and build connections.
Networking: Attend local genealogy events, meetings, and conferences. Network with potential clients and fellow genealogists to understand their needs and preferences firsthand.
Pilot Projects: Consider running pilot projects or offering limited-time promotions to test the local market’s response. This allows you to assess actual demand before committing fully.
Partnerships: Collaborate with local historical societies, libraries, or community organizations. These partnerships can provide insights into the genealogical interests and demands of the community.
Online Presence: If you plan to operate online, invest in a professional website and optimize it for local search. This helps potential clients find you when searching for genealogy services in your area.
Feedback Loop: Establish a feedback loop with early clients. Collect feedback on your services and use it to refine your offerings to better meet the local demand.
Evaluate Trends: Stay updated with genealogy trends and industry developments. Assess how these trends align with your business model and adjust your strategies accordingly.

By combining these strategies, you can gain a comprehensive understanding of the market demand for your genealogy business in your chosen location.

Remember that demand can evolve, so continuously monitor and adapt your approach to stay aligned with your target audience’s needs and preferences.

For more, see the Demand for Your Products and Services and Choosing The Best Location for Your Business.

Target Audience

Understanding your target audience is paramount. It allows you to tailor your products, services, and offers precisely to their needs and preferences.

By catering to their interests, you maximize the chances of satisfying customers and building lasting relationships.

Target Market Ideas:

Individuals exploring their family heritage
History enthusiasts and researchers
Genealogy hobbyists
People seeking to uncover their ancestry
Those interested in DNA testing for genealogy
Local historical societies
Retirees looking for meaningful pastime
Schools and educational institutions
Professional genealogists seeking collaboration
Families interested in preserving their history

For more, see How To Understand Your Target Market.

4. Looking at Financials:

Starting a genealogy business requires a careful evaluation of startup costs, monthly expenses, revenues, and profits to ensure a successful launch and sustained operation.

Startup Costs:

Accurate estimation of startup costs is crucial to avoid financial hurdles. Factors include location, size, hiring, equipment, and space rental.
Create a detailed list of required items and obtain price quotes. Research may reveal additional expenses.
Underestimating may hinder opening, while overestimating can deter potential investors.

For more detailed information, refer to my article on Estimating Startup Costs.

Sales and Profit:

Sales rely on factors like customer service, product popularity, demand, and effective marketing.
Profit per sale multiplied by the number of sales, minus overhead expenses, determines profitability.
For example, a $300 profit per sale with only one monthly sale won’t cover expenses. Conversely, high-volume sales with minimal profit per sale yield the same outcome.
To gauge profitability, assess profit per sale, anticipated sales volume, and total monthly overhead expenses.

For More, See Estimating Profitability and Revenue.

Understanding these financial aspects is essential for the long-term viability of your genealogy business.

It ensures you have the resources to meet expenses, adapt to market demands, and grow your venture effectively.

Simple Sample:
Financial Lists to Consider As a Starting Point

Note: Focus on the list items more than the numbers. The numbers are samples. Your estimates will differ due to how you set up your business, location, expenses, and revenues.

Sample Estimated Startup Costs for a Genealogy Business in the USA:

Office Space Rental (per month): $500 – $2,000
Furniture and Office Supplies: $1,000 – $3,000
Computer and Genealogy Software: $2,000 – $5,000
Marketing and Advertising: $500 – $2,000
Legal and Licensing Fees: $500 – $1,500
Initial Marketing Materials (brochures, business cards): $200 – $500
Professional Memberships and Subscriptions: $300 – $1,000
DNA Testing Kits (if offered): $1,000 – $2,500
Insurance (General Liability, Professional Liability): $1,000 – $2,500
Website Development and Hosting: $1,500 – $3,000
Initial Research Resources: $1,000 – $3,000
Miscellaneous Expenses: $500 – $1,500

Total Estimated Startup Costs (Lower – Upper Range): $9,000 – $25,000

Sample Estimated Monthly Expenses for a Genealogy Business in the USA:

Office Rent: $500 – $2,000
Utilities (electricity, internet, phone): $100 – $300
Employee Salaries (if applicable): $1,500 – $5,000
Marketing and Advertising: $300 – $1,500
Research Resources and Subscriptions: $200 – $800
Professional Memberships and Associations: $50 – $200
Loan Payments (if applicable): Variable
Insurance Premiums: $100 – $300
Website Maintenance and Hosting: $100 – $300
Travel and Transportation (genealogy research trips): $200 – $1,000
Miscellaneous Expenses (office supplies, postage): $100 – $500

Total Estimated Monthly Expenses (Lower – Upper Range): $3,050 – $11,600

Sample Profit Per Sale Scenarios:

Genealogy Research Report: $300 – $600 per project
DNA Testing Kit Interpretation: $50 – $100 per kit
Ancestral Document Retrieval: $100 – $250 per document
Genealogy Consultation (per hour): $50 – $150 per hour
Family Tree Construction: $200 – $400 per project

These samples provide a starting point for estimating costs, monthly expenses, and profit per sale for a genealogy business in the USA.

Actual figures may vary based on location, business size, and specific services offered.

Consider revisiting Step 3. Researching your genealogy business, where there is a technique to get inside information, will benefit you in this step.

5. Create Your Mission Statement

A mission statement serves as a compass for your genealogy business, clearly defining its purpose and guiding principles. It articulates the core benefit you aim to offer to customers and the community.

This concise statement keeps you focused and aligned with your business’s primary objectives, ensuring you don’t stray from your intended path.

It also communicates your business’s values and commitments to clients and stakeholders, helping build trust and loyalty.

Examples of Mission Statements for a Genealogy Business:

“To empower individuals with a deeper connection to their roots by providing comprehensive genealogical research services, preserving family legacies for generations to come.”
“Our mission is to unlock the stories of the past, enriching lives through the discovery of ancestral history, and fostering a profound sense of identity and belonging.”
“We are dedicated to preserving heritage and strengthening family bonds through meticulous genealogical research, offering a bridge between the past and the present.”
“To provide expert genealogy services that enable clients to uncover their unique histories, connecting them with their ancestors and the broader human narrative.”
“Our mission is to celebrate the richness of individual family stories, cultivating an appreciation for history and heritage in today’s fast-paced world.”

For more, see How To Create a Mission Statement.

6. Creating A Unique Selling Proposition (USP)

A Unique Selling Proposition (USP) is a critical element that distinguishes your genealogy business from competitors.

It helps identify and create something truly special and compelling in the eyes of potential clients. A strong USP highlights the unique benefits and value your business offers, making it stand out in a crowded market.

It not only attracts customers but also fosters loyalty by delivering something distinct and memorable.

Examples of USPs for a Genealogy Business:

DNA Expertise: “Our genealogy business specializes in DNA analysis and interpretation, providing unparalleled insights into your ancestry.”
Personalized Family Histories: “We craft custom family history books, beautifully documenting your unique lineage, ensuring your heritage is a work of art.”
Multilingual Research: “Our genealogists are fluent in multiple languages, enabling us to trace your roots across diverse cultural landscapes.”
Exclusive Historical Records Access: “Gain access to rare and exclusive historical records, giving you a deeper understanding of your ancestors’ lives.”
Collaborative Genealogy: “We involve you in the research process, allowing you to actively participate in uncovering your family’s story.”
Timely Results: “Our commitment to efficiency means you receive detailed genealogical reports faster than anyone else in the industry.”
Free Consultations: “Start your genealogy journey with a free consultation, where we outline a tailored research plan just for you.”

These USPs help genealogy businesses carve out a niche and resonate with specific client needs, making them stand out in a competitive landscape.

7. Choose a Business Name

Choosing the right name for your genealogy business is a critical decision, as it’s likely to stay with your company for its lifetime.

The name should be catchy, appropriate for the industry, easy to remember, and reflect your business’s essence.

Ensure that the corresponding domain name is available for your online presence.

Also, conduct a thorough search to confirm that no other business is using the name you desire to avoid legal conflicts.

Here Is a List of Sample Genealogy Business Names:

AncestryQuest
HeritageTracers
LineageLinks
RootsRevealed
FamilyChronicles
LegacyPioneers
PastConnect
AncestorJourney
Genetree Explorers
HistoryUnearthed
TimelessTales
ProgenyPathways
GenealogyGems
TreasuredLineage
KinshipDiscover
ForebearSearch
AncestralEchoes
TraceMyHeritage
RootsResonance
LegacyLoom
AncestorAtlas
FamilyHistoryFinds
GenealogyUnveiled
LineageLore
PastTracks
AncestralVisions
HeritageHarbor
GeneTreeTales
AncestryAvenue
LinkingLegacies

These name ideas can serve as inspiration to craft a unique and meaningful name for your genealogy business that resonates with your target audience.

For more, see the following articles:

8. Register Your Company

Ensuring the legality of your genealogy business is crucial for its smooth operation and compliance with regulations.

Consider consulting a professional, such as a lawyer or accountant, to ensure you have the most suitable business setup for tax benefits and liability protection.

Common types of registrations for a genealogy business include:

Business Structure: Decide on the legal structure of your business, such as a sole proprietorship, LLC, or corporation.
Business Name: Register your business name with the appropriate state or local authorities.
Employer Identification Number (EIN): Obtain an EIN from the IRS if you plan to hire employees or operate as a corporation.
Business Licenses: Check with your local city or county for any specific licenses or permits required to operate a genealogy business.
Sales Tax Permit: If you sell products or services subject to sales tax, you may need a sales tax permit.
Professional Association Memberships: Join relevant genealogy or historical research associations for credibility.
Copyright and Trademarks: If your services involve creating publications or databases, consider copyright and trademark protection.
Home Occupation Permit: If you operate from a home office, check if you need a home occupation permit from your local zoning authority.
Privacy Compliance: Ensure compliance with privacy laws when handling sensitive client information.
Insurance: Consider liability insurance to protect your business from legal claims.
Contractual Agreements: Consult an attorney to draft contracts for client agreements and partnerships.
Record Keeping: Maintain accurate financial records to comply with tax regulations.
Business Regulations: Stay informed about federal, state, and local regulations that may affect your genealogy business.

Seeking professional guidance and researching your specific locality’s requirements will help you navigate the legal landscape and ensure your genealogy business operates within the bounds of the law.

For more, see the following articles:

Registration:

Business Structures:

Services:

How To Choose a Business Registration Service

9. Create Your Corporate Identity

A Corporate ID is a visual representation of your business, encompassing elements like your logo, business cards, website, signage, stationery, and promotional materials.

Consistency in design across these components is essential to create a professional and memorable impression on both new and existing customers.

A well-crafted Corporate ID enhances brand recognition and reinforces your business’s identity in the eyes of your audience.

You can see our page for an overview of your logo, business cards, website, and business sign, or see A Complete Introduction to Corporate Identity Packages.

10. Writing a Business Plan

A business plan is an indispensable document used for financing applications and attracting investors. It serves as a guiding blueprint, not only during startup but also throughout your business’s operational journey.

Creating an effective business plan demands time and effort as it involves envisioning your business’s fully operational state.

You have multiple options for creating a business plan, whether starting from scratch, hiring a professional, using templates, or utilizing business plan software.

Regardless of the method, active participation is crucial to effectively convey your business’s nature and management strategies.

It’s essential to recognize that business plans and operations may evolve. Experience, market shifts, and operational changes can necessitate adjustments.

Regularly reviewing and optimizing your business plan and operations ensures alignment with your business goals and market dynamics.

Adaptability is key to sustaining success in the ever-changing business landscape.

Business Plan Template for a Genealogy Business

A detailed business plan template tailored for a Genealogy Business. Each section includes suggestions on what to include:

Business Plan for [Your Genealogy Business Name]

1. Executive Summary:

Business Name and Overview
Mission Statement
Vision for the Business
Brief Description of Services Offered
Target Market
Unique Selling Proposition (USP)
Financial Highlights (Startup Costs, Revenue Projections)

2. Business Description:

Detailed Description of Your Genealogy Business
History and Background
Legal Structure (LLC, Corporation, etc.)
Location and Facilities
Founders’ Background and Expertise

3. Market Analysis:

Market Research Data
Target Market Demographics
Competitive Analysis
Market Trends and Growth Potential
SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

4. Marketing Strategy:

Branding Strategy
Marketing Goals and Objectives
Marketing Budget
Online and Offline Marketing Channels
Social Media Strategy
Content Marketing Plan
Customer Relationship Management (CRM) Strategy

5. Products and Services:

Comprehensive List of Genealogy Services Offered
Pricing Structure
Packages or Bundles
Unique Features or Benefits
Future Product or Service Expansion Plans

6. Sales Strategy:

Sales Team Structure (if applicable)
Sales Goals and Targets
Sales Funnel and Conversion Strategy
Customer Acquisition Plan
Sales Forecast

7. Operations and Management:

Management Team Profiles
Roles and Responsibilities
Organizational Structure
Advisory Board (if applicable)
Suppliers and Partnerships
Location and Facilities Management

8. Financial Plan:

Startup Costs
Funding Requirements
Projections for Monthly and Annual Revenue
Break-Even Analysis
Cash Flow Projections
Income Statements and Balance Sheets
Contingency Plans

9. Funding Request (if needed):

Detailed Explanation of Funding Requirements
How Funds Will Be Utilized
Proposed Terms for Investors or Lenders
Exit Strategy for Investors (if applicable)

10. Appendix:

Additional Documents, such as resumes, licenses, permits
Market Research Data
Supporting Financial Projections
Contracts and Agreements
Any Other Relevant Information

11. Timeline and Milestones:

Set key milestones and deadlines for the business’s growth and development.

This comprehensive business plan template will guide you in crafting a thorough and professional plan for your genealogy business. Customize each section to suit your specific business goals and market conditions.

See How to Write a Business Plan for information on creating your business plan.

11. Banking Considerations

Consider selecting a local bank with a small business focus.

A dedicated business account helps segregate personal and professional finances, simplifying expense tracking and tax preparation.

Cultivating a relationship with your banker can yield valuable advice and financial assistance.

Additionally, having a merchant account or online payment service enhances customer convenience and boosts sales by accepting credit and debit cards.

For more, see How to Open a Business Bank Account. You may also want to look at What Is a Merchant Account and How to Get One.

12. Getting the Funds for Your Operation

When seeking financing for your genealogy business, explore various options like traditional lenders, private loans, investors, or selling personal assets.

Additionally, investigate the availability of government grants that could support your startup.

Considerations When Meeting with a Loan Officer:

Clearly articulate your business plan and financial needs.
Be prepared to discuss your credit history and financial standing.
Understand the terms, interest rates, and repayment structure offered by the lender.
Inquire about any collateral requirements or personal guarantees.

Sample List of Documents Needed for a NEW Business Loan Application:

Business Plan (including financial projections)
Personal and Business Credit Reports
Personal and Business Tax Returns
Bank Statements
Legal Documentation (Business registration, licenses, contracts)
Resumes of Key Team Members
Collateral Information (if applicable)
Financial Statements (Profit and Loss, Balance Sheet)
Proof of Identity (Driver’s License, Passport)
Loan Application Forms (provided by the lender)

Having these documents organized and ready demonstrates professionalism and enhances your chances of securing a business loan.

For more, see the following:

- Getting a Small Business Loan
- SBA Small Business Grants

13. Software Setup

Researching and selecting the right software for your genealogy business is crucial, as switching systems after data entry can be challenging.

Look for established software providers with a history of reliable support.

Take advantage of software demos to ensure they align with your business needs. Software reviews and forums offer valuable insights from users.

In addition to genealogy-specific software, consider accounting software for expense tracking and tax preparation.

Consulting with a bookkeeper or accountant can aid in choosing the best accounting software.

Types of Software for Genealogy Business:

Genealogy Research and Documentation Software: e.g., Ancestry.com, Legacy Family Tree.
Project Management Software: To track research projects and deadlines.
Customer Relationship Management (CRM) Software: To manage client interactions and databases.
Accounting Software: For financial management and tax preparation.
Website and Social Media Management Tools: To maintain an online presence.
Graphic Design Software: For creating visuals in reports and presentations.
Data Backup and Security Software: To protect sensitive client information.
Email Marketing Software: For client communication and marketing efforts.

Selecting the right software tools ensures efficient genealogy research, streamlined operations, and effective client management.

14. Get The Right Business Insurance

Insurance is a vital safeguard for your genealogy business. Accidents can occur unexpectedly, making it essential to have the right coverage in place before any activities begin.

Consider various types of insurance, including:

General Liability Insurance: To protect against accidents or injuries involving customers, employees, or anyone on your premises.
Professional Liability Insurance: To safeguard against legal claims related to errors or omissions in your genealogy research.
Property Insurance: To cover damage or loss of business property and equipment.
Business Interruption Insurance: A crucial lifeline that provides income in case of forced shutdowns due to incidents.
Home-Based Business Insurance: If you operate from home, inform your home insurance agent to avoid nullifying your existing coverage.
Worker’s Compensation Insurance: If you have employees, this is typically mandatory to cover workplace injuries.
Cybersecurity Insurance: Protects against data breaches and cyber threats.

Consulting with a competent insurance broker ensures you have adequate coverage tailored to your genealogy business’s specific needs, minimizing financial risks in unforeseen circumstances.

For more, see What to Know About Business Insurance.

15. Suppliers and Service Providers

For More, See How To Choose a Supplier.

16. Setting Prices

Researching pricing when starting a genealogy business is vital.

If your prices are too high, you risk losing customers. If they’re too low, you might attract more clients but struggle to cover expenses.

The goal is to find a balance that aligns with your market while highlighting your unique value.

Competitive rates reflecting your expertise can set you apart while ensuring profitability. Regularly reviewing and adjusting prices as your business grows is crucial.

See the following for more:

Setting the Price of Your Products and Services

17. Physical Setup

Layout and Setup of a Genealogy Business:

For an online genealogy business, the physical layout is minimal but crucial.

You need to establish a functional workspace, even if it’s remote. Organize your home office or workspace efficiently.

Ensure it’s equipped with a computer, necessary software, comfortable seating, and adequate storage for research materials.

Signage:

While primarily an online business, professional signage remains essential. Design a compelling main business sign for your website, creating a strong online presence.

Additionally, consider using signage for your virtual locations—optimized for search engines, clear navigation, and branded visuals to guide customers effectively.

Office Setup:

Managing a genealogy business is time-consuming, and an organized office significantly boosts productivity. Ensure your office space is ergonomic and well-equipped. Invest in a reliable computer, genealogical software, and efficient filing systems.

Create an environment conducive to concentration and research. Virtual tools like calendars, task management apps, and communication platforms can streamline operations and enhance productivity.

Having everything at your fingertips in a well-organized workspace helps you efficiently manage your genealogy business and deliver top-notch services to your clients.

See Here are Considerations for The Setup of Your Office for tips and ideas to make your office work for you. Also, have a look at our article About Company Signs.

18. Creating a Website

A website is indispensable for your genealogy business. It serves as your primary point of contact and offers a platform to convey essential information about your services.

Unlike social media accounts, a website provides ownership and control when you host and register a domain name, offering stability and credibility.

Your website can also be a powerful marketing tool.

By creating industry-specific blog content, you can share valuable tips and insights with your target audience, establishing trust and positioning yourself as an expert in their eyes.

It’s a strategic way to engage potential clients and demonstrate your expertise, ultimately driving growth for your genealogy business.

For more, see How to Build a Website for Your Business.

19. Create an External Support Team

An external support team of professionals for your genealogy business is a group of advisors and service providers.

These individuals are not on your payroll but can be engaged for specific projects, tasks, contracts, hourly work, or on a retainer basis.
Building and maintaining a strong team takes time and involves nurturing professional relationships.
Key team members may include an accountant, lawyer, financial advisor, marketing specialist, technical advisors, and consultants.
While you don’t need to assemble your entire team before starting, it’s an ongoing process to expand your network of trusted professionals.
Your external support team offers valuable advice and services, contributing to the efficiency and success of your genealogy business.

For more, see Building a Team of Professional Advisors for Your Business.

20. Hiring Employees

The following are job positions or outsourced services you may want to consider as your genealogy business grows:

Genealogy Researcher: Conducts in-depth research on family histories and lineage.
Administrative Assistant: Manages appointments, client communications, and general administrative tasks.
Marketing Specialist: Develops and executes marketing strategies to attract clients.
Data Entry Specialist: Accurately enters and manages genealogical data and records.
Customer Service Representative: Provides client support and assistance.
Archivist: Organizes and preserves historical documents and records.
IT Specialist: Maintains and troubleshoots computer systems, software, and databases.
Project Manager: Oversees multiple client projects, ensuring deadlines and quality standards are met.
Sales Representative: Identifies and secures new clients through outreach and networking.
Accountant or Bookkeeper: Manages financial records, expenses, and tax obligations.
Graphic Designer: Creates visual materials for reports, presentations, and marketing collateral.
Legal Consultant: Ensures compliance with genealogy-related legal and ethical guidelines.
Translator: Assists in interpreting documents written in foreign languages.

Hiring qualified individuals for these roles or outsourcing specific services can help streamline operations and support the growth of your genealogy business.

For more, see How and When to Hire a New Employee.

21. Getting Customers Through the Door

When you have reached this step, your business is set up and ready to go, with one more final step, which is important: getting customers through the door.

There are numerous ways to do this, like advertising, having a grand opening, word of mouth, etc.

Let’s dig a little deeper into the following sections.

Marketing Considerations

A genealogy business’s success hinges on attracting the right customers. Initially, it’s challenging as a new operation, but building a solid reputation and gaining marketing experience can ease the process over time.

Marketing should be continuous, as it directly impacts revenue. While you may not always need a marketing agency, it’s an option when the right fit is found.

To simplify marketing, consider it as raising awareness about your genealogy business, which can be done opportunistically.

Here are a few simple methods to promote your genealogy business:

Social Media Presence: Create profiles on platforms like Facebook, Instagram, and LinkedIn. Share informative posts, success stories, and engage with the genealogy community.
Online Directories: List your business on online genealogy directories and local business listings.
Networking: Attend genealogy conferences, seminars, and join relevant online forums to connect with potential clients and peers.
Blogging: Start a blog sharing genealogy tips, case studies, and industry insights to establish expertise.
Free Workshops: Host free genealogy workshops or webinars to showcase your knowledge and attract interested individuals.
Referral Programs: Encourage satisfied clients to refer others with incentives like discounts or additional services.
Collaborations: Partner with local historical societies, libraries, and related businesses for cross-promotion.
Email Newsletter: Maintain a mailing list for newsletters, sharing valuable genealogy content and promotions.

These simple methods can help raise awareness and steadily grow your genealogy business.

See How To Get Customers Through the Door and our marketing section to provide ideas to help you bring awareness to your business.

Sample Ad Ideas:

Sample Ad: “Unearth Your Family’s Legacy” Discover your roots with our expert genealogy services. Trace your lineage, uncover hidden stories, and preserve your family’s heritage for generations to come.
Sample Ad: “Your Ancestry Awaits!” Embark on a journey through time. Our genealogy experts will help you unravel the mysteries of your family history. Connect with your past today.
Sample Ad: “Preserve Your Family’s Story” Don’t let your family history fade away. Preserve it with our professional genealogy services. Explore your roots and share your legacy with pride.
Sample Ad: “Unlock Your Ancestral Secrets” Dive into the past and unlock the secrets of your ancestors. Our genealogy research can reveal the fascinating stories hidden in your family tree.
Sample Ad: “Discover Your Heritage” Curious about your roots? Let us help you trace your family’s history. Our genealogy experts bring your ancestors’ stories to life.

These display ads aim to pique curiosity, highlight the importance of preserving family history, and position the genealogy business as the go-to solution for discovering one’s roots and heritage.

B2B Ideas

Collaborative partnerships can significantly benefit a genealogy business by expanding its client base.

Here are some businesses you could approach for referrals, offering mutually beneficial arrangements:

Funeral Homes: Funeral directors often deal with bereaved families interested in genealogy. Offer to provide family history research in exchange for referrals, enhancing their service offerings.
Estate Planning Attorneys: Attorneys dealing with estate planning may refer clients seeking genealogical research for inheritance or estate settlement purposes.
Senior Living Communities: Many senior residents are interested in exploring their family histories. Partner with senior living communities to offer genealogy workshops or consultations.
Local Historical Societies: Historical societies maintain archives and often receive inquiries about local family histories. Collaborate to provide research services to their members.
Libraries and Archives: Approach local libraries and archives as potential partners, offering your expertise in genealogy workshops and programs.
DNA Testing Companies: Genetic testing companies like 23andMe and AncestryDNA can refer customers seeking to explore their family heritage in greater depth.
Photography Studios: Photographers can recommend your services to clients interested in preserving their family history through photos and genealogy.
Reunion Planners: Event planners organizing family reunions may connect you with families interested in researching their ancestry.
Historical Tour Operators: Tour companies specializing in heritage or ancestry tours can refer clients to your genealogy services to enhance their travel experiences.
Genealogical Societies: Join local or regional genealogical societies and collaborate with fellow members to exchange referrals.

Offering referral fees, reciprocal referrals, or joint marketing efforts can incentivize these businesses to refer clients to your genealogy services, fostering mutually beneficial relationships that expand your reach and enhance their customer offerings.

Points To Consider

Next, let’s review essential points for more tips, insights, and considerations before starting your genealogy business.

We will cover sections, including skills to consider, points to focus on, and equipment.

Then you’ll reach the “Knowledge Is Power,” section, where you will want to use the resources for valuable information.

Equipment

A List of Equipment and Supplies to Consider for a Genealogy Business:

A genealogy business may require various equipment and tools to efficiently research and provide services to clients.

Here’s a detailed list of essential equipment:

Computer: A high-quality computer with ample processing power and storage for genealogical research, data management, and report generation.
Genealogical Software: Specialized genealogy software for organizing and analyzing family trees, such as Family Tree Maker or Legacy Family Tree.
Scanner: A flatbed scanner for digitizing historical documents, photos, and records.
Printer: A reliable printer for producing family history reports, charts, and client deliverables.
External Hard Drive: Backup storage to safeguard valuable genealogical data and research.
Microfilm and Microfiche Reader: For accessing historical records stored in microfilm or microfiche formats.
Document Preservation Supplies: Archival-quality folders, acid-free paper, and preservation sleeves for storing and protecting documents.
Camera: A digital camera for documenting gravestones, historical sites, and artifacts during field research.
Transcription Tools: Audio recording equipment and software for transcribing oral interviews and conversations.
Research Library: A collection of genealogy reference books, historical maps, and resource materials.
Online Database Subscriptions: Access to genealogy websites and databases, such as Ancestry.com or MyHeritage.
Office Furniture: Desks, chairs, and storage solutions for a comfortable and organized workspace.
Client Meeting Space: A dedicated area for meeting with clients, if offering in-person consultations.
Mobile Office Equipment: Laptop, portable scanner, and mobile internet access for on-the-go research and client visits.
Presentation Equipment: Projector or large monitor for sharing research findings and family trees with clients.
Archival Boxes: Boxes and containers for safely storing documents and photographs.
Whiteboard or Flipchart: Visual aids for explaining family trees and research progress to clients.
Software Licenses: Legal copies of necessary software and licenses for any proprietary databases or tools.
Genealogy Charts and Forms: Blank pedigree charts, family group sheets, and research logs.
Label Printer: For creating professional labels for documents and files.
Shredder: To dispose of sensitive or unnecessary documents securely.
Research Supplies: Pens, notebooks, and sticky notes for keeping records and notes during research.
Backup Power Supply: Uninterruptible power supply (UPS) to protect against data loss during power outages.
Mobile Devices: Smartphone or tablet for communication, scheduling, and quick reference.
Customer Relationship Management (CRM) Software: To manage client interactions and appointments efficiently.

This comprehensive list covers the equipment needed to establish and operate a successful genealogy business.

The equipment requirements may vary based on the scale and focus of the business.

Key Points To Succeeding in a Genealogy Business

To succeed in operating a genealogy business, several key points should be emphasized:

Niche Focus: Specialize in a specific genealogy niche to stand out and attract a dedicated client base.
Building a Customer Base: Building an initial customer base can be challenging, especially during the startup phase. Networking, marketing, and offering introductory promotions can help.
Relationship Building: Foster strong relationships with customers, suppliers, and employees. Trust and collaboration are vital in this field.
Meeting Customer Needs: Offer products and services that align with customer demands. Regularly solicit feedback to refine offerings.
Customer Feedback: Act on credible customer feedback to enhance your services and gain a competitive edge.
Exceptional Customer Service: Prioritize top-notch customer service; satisfied customers are your best ambassadors.
Value-Centric Approach: Always focus on delivering value to customers, ensuring they get more than they expect.
Hiring the Right Team: Assemble a skilled and dedicated team, matching individuals to their respective roles.
Effective Staff Management: Treat employees with respect, promote teamwork, and create a healthy work environment to boost retention.
Cash Flow Management: Keep a close eye on cash flow to maintain financial stability and support business growth.
Cost Control: Keep expenses in check without compromising quality or service.
Adapt to Change: Stay updated with industry trends, technological advancements, and evolving business practices.
Revenue Fluctuations: Prepare for revenue fluctuations by maintaining a financial cushion.
Competition Handling: Analyze and respond to new and existing competition strategically.
Effective Marketing: Invest in effective marketing to raise awareness and attract potential clients.

Success in the genealogy business demands a multifaceted approach, blending expertise, customer focus, and astute management of resources and relationships.

Skill Set:

Evaluating your skill set is crucial when considering a genealogy business. Genealogy involves various tasks, such as research, record analysis, database management, and client communication.

Without the right skills, your business may struggle to deliver quality services.

If you lack essential skills, you have options. You can acquire them through courses, workshops, or self-study.

Alternatively, consider hiring individuals with expertise in those areas to complement your strengths.

Essential skills for a genealogy business owner include:

Research Skills: The ability to efficiently search and analyze historical records and documents.
Organization: Managing vast amounts of data and information effectively.
Communication: Building rapport with clients, presenting findings clearly, and maintaining professionalism.
Problem-Solving: Addressing complex genealogical puzzles and overcoming research challenges.
Tech Proficiency: Using genealogical software and online databases proficiently.
Attention to Detail: Precisely recording and interpreting information.
Ethical Standards: Adhering to ethical guidelines regarding sensitive information and privacy.
Project Management: Handling multiple client projects and deadlines.
Marketing: Promoting your services and attracting clients.
Customer Service: Providing excellent service to satisfy client needs and expectations.

A well-rounded skill set is essential for success in the genealogy business, ensuring you can meet client demands and maintain a reputable practice.

Conclusion

Launching a genealogy business goes far beyond tracing family trees—it’s about delivering clarity, connection, and a sense of identity to your clients.

With the right preparation, tools, and strategy, you can build a business that not only supports your passion but also provides real value to others.

Use this guide as a reliable reference as you move forward. Whether you’re still in the planning phase or actively building your service offerings, revisiting these steps can help you stay focused and informed.

Your genealogy business has the potential to preserve legacies and change lives—starting with your own.