Sell a Funeral Home

With over 20 years experience in funeral home financing, BSF is your trusted advisor for all aspects of funeral home sales. Our knowledgeable loan officer provides expert guidance to help you navigate every stage of the selling process, from preparing your business for sale to maximizing its value. Whether you're expanding, selling, or transitioning ownership, we are here to ensure you make informed decisions every step of the way.

A bouquet of flowers on top of a wooden table.

Documents Needed

You will need to provide copies of various documents, including, but not limited to:

Tax Returns
Financial Statements
Receivables
Liabilities
Signed Contracts with Customers
Supplier Agreements
Employee Information
Inventory Listings
Asset Listings
Tax Bills
Appraisals
Surveys
Operating Licenses
Insurance Policies
Benefit Plans
Advertising Programs
Price Lists
Payment Policies
Vehicle Titles

Things to Consider

Consider lead time and tax planning
Estimate the value
Review market conditions
Check the current prices offered by individuals and small regional firms
Learn that there is no secret formula for selling a funeral home
Be prepared to answer lots of questions
Prepare for buyer's due diligence

Ask a Question About Selling Your Funeral Home

Guide to Selling a Funeral Home

When selling your funeral home business—whether to retire, transition to a new phase in life, or diversify your assets—it's crucial to approach the process with knowledge and confidence. Well-managed funeral homes always attract buyers. Inexperienced sellers may face challenges and pitfalls. That’s why BSF is here to guide you through every step of the selling process with comprehensive financial planning, ensuring a smooth and successful transaction. Contact us to start your selling journey.

Begin the Selling Process