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Funeral home Sale-Prep Checklist

Licenses, documents and fixes buyers look for when you sell a funeral home

Know your number

Done	Issue	What to know
[ ]	Establishment license (Texas example)	In Texas a change of ownership is effected by a new license application or a Commission form filed within 30 days; the new owner keeps the license number and its complaint history (22 TAC 203.9).
[ ]	Preneed contracts	Preneed trust and insurance-funded contracts transfer with the business and are regulated by the state; buyers audit funding levels.
[ ]	FTC Funeral Rule	Buyers review price-list compliance with the FTC Funeral Rule (16 CFR Part 453).

[ ] Owner dependence: document processes, delegate selling and scheduling, cut your hours in the work
[ ] Customer concentration: no single customer above about 15% of revenue
[ ] Recurring revenue: convert one-off customers to agreements or plans
[ ] Clean books: separate personal expenses, reconcile monthly, keep 3 years of tax returns ready

Real estate is often priced separately; preneed trust and insurance obligations transfer with careful accounting at closing.

BizBuySell reports a median 297 days on market for funeral homes sold 2021-2025, one of the longest of any category.

Rules vary by state; confirm licensing and transfer requirements with counsel. General information, not legal or tax advice.

Free template from TradeExit Guide. Edit freely for your business.