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Get Ready For Your Funeral Home Loan
Being prepared before you apply can help speed up your loan approval. At FuneralHomeLoan.com, we’ve created a simple checklist to guide you through the process.
Below, you’ll find everything you need to review and complete before applying. Once you’re ready, we’ve also included helpful PDF articles you can download and keep for reference.
Just click the links below the checklist to access the files.
It’s one more way FHL makes funeral home financing easier and stress-free.
LOAN SUBMISSION CHECKLIST
For Acquisition of a Funeral Home
Target Business (Business Being Acquired)
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Business Federal Tax Returns (2022, 2023, 2024)
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Profit & Loss Statement (dated within the last 60 days)
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Balance Sheet (dated within the last 60 days)
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Annual Call Totals (2022, 2023, 2024, YTD 2025)
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List of Real Estate Parcels with Estimated Values
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Current Pre-Need Balances
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Brief History of the Business
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Signed Term Sheet or Letter of Intent
-Existing (Affiliate) Business
(If applicant owns 20% or more of any other business)
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Business Federal Tax Returns (2022, 2023, 2024)
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Profit & Loss Statement (dated within the last 60 days)
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Balance Sheet (dated within the last 60 days)
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Long-Term Debt Schedule (dated within the last 60 days)
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Annual Call Totals (2022, 2023, 2024, YTD 2025)
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List of Real Estate Parcels with Estimated Values
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Current Pre-Need Balances
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Brief History of the Business
-Personal Items
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Personal Federal Tax Returns (2022, 2023, 2024)
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Personal Financial Statement
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Management Resume
-Definitions
Target Business – The business you are acquiring through this loan.
Affiliate Business – Any business in which you own 20% or more interest.
