Why Pro Forma Projections Rarely Drive Bank Decisions
Pro forma projections are a common part of funeral home transactions. Buyers often spend significant time building forward-looking models to […]
February 2, 2026
Owner Compensation Assumptions and Funeral Home Loan Approval
Owner compensation is one of the most important—and most misunderstood—inputs in funeral home financing. Buyers often focus on personal income
Why Partner Buyouts Are Often Harder to Finance Than Acquisitions
Partner buyouts often appear simpler on the surface than acquiring a new funeral home. There is an existing operation, established
SBA vs. Conventional: How Banks Decide What Fits a Funeral Home Deal
Buyers frequently ask whether an SBA loan or a conventional loan is “better” when purchasing a funeral home. The question
Why Partner Buyouts Are Often Harder to Finance Than Acquisitions
Partner buyouts often appear simpler on the surface than acquiring a new funeral home. There is an existing operation, established
Why Real Estate Decisions Can Make or Break a Funeral Home Loan
In many funeral home transactions, most of the attention is placed on the operating business call volume, revenue, margins, and
