Funeral home deal checklists and templates
These are working documents, not summaries. Each checklist explains why each item matters and what “good” looks like, and each one prints cleanly from your browser for use in a meeting or a data room.
- Funeral home 90-day transition plan
A funeral home transition plan for the 90 days after closing, with owners and due days for coverage, seller introductions, staff, preneed, systems, and review.
- Funeral home APA key-terms checklist
A clause-by-clause checklist of funeral home purchase agreement terms: price mechanics, schedules, preneed transfer, indemnity exposure, legacy terms, and tax.
- Funeral home buyer due-diligence request list
A numbered funeral home due diligence request list to send after the LOI: financials, calls, preneed, licenses, crematory, real estate, people, and contracts.
- Funeral home closing-day checklist
A funeral home closing checklist for buyers and sellers: filings due before closing, signing-table documents, funds flow, and the custody handoff on day one.
- Funeral home compliance checklist: preneed, licensing, crematory, and FTC Funeral Rule
A funeral home compliance checklist for owners: licenses and the director in charge, FTC Funeral Rule records, preneed trusting, crematory permits, and OSHA.
- Funeral home data-room index
A funeral home data room index: ten numbered folders, what goes in each, which files open before and after the LOI, and naming rules that keep diligence moving.
- First-year operating plan template for a new funeral home owner
A new funeral home owner plan for months 1 to 12: baseline numbers, a first-year budget, pricing and staffing decisions, preneed, capital projects, and reviews.
- Funeral home acquisition lender document checklist
A checklist of the funeral home loan documents an SBA lender requests: borrower forms, seller tax transcripts, deal papers, outside reports, and equity proof.
- Funeral home LOI term checklist
A working checklist of funeral home LOI terms: price formula, scope, preneed adjustments, SBA-compatible financing, closing conditions, and binding clauses.
- Funeral home pre-sale preparation checklist
A printable funeral home pre-sale checklist: long-range items 12 to 24 months out, then each phase of the 90-Day Pre-Sale Sprint, with what done looks like.