Frameworks for valuing, preparing, and selling a funeral home
We use five named frameworks throughout the site so the same logic applies from page to page. Each one has a canonical definition here, with its components, how to score it, and a worked example.
- The 90-Day Pre-Sale Sprint: how to prepare a funeral home for sale in 90 days
How to prepare a funeral home for sale in the final 90 days: a 13-week sprint covering records, preneed, compliance and facility, then marketing readiness.
- The Buyer-Fit Matrix: who is the best buyer for my funeral home?
Who is the best buyer for my funeral home? The Buyer-Fit Matrix scores six buyer types against your weighted priorities to show which to approach first.
- The Four-Number Funeral Home Valuation Screen
The funeral home valuation screen that places a firm in its likely price range using call trend, revenue per call, earnings margin, and preneed funding ratio.
- The Legacy Terms Ledger: how to keep your family name after selling a funeral home
Want to keep family name after selling funeral home? The Legacy Terms Ledger scores every legacy promise: written, duration, remedy, and survives resale.
- The Preneed Reconciliation Ladder: preneed reconciliation in a funeral home sale
Preneed reconciliation for a funeral home sale in five rungs: complete the register, match funding, verify values, re-price at today's GPL, compute the gap.