Funeral Home Business Plan Template [Updated 2024]

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II. Company Overview


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name], located at [insert location here], is a new, independent funeral home focusing on providing high-quality services to its clients.

[Company Name] is a family-owned and operated business that specializes in providing professional and compassionate services for clients of all financial means. While our founder, [Founder’s Name], has worked as a funeral director for some time, it was in [month, year] that he decided to launch [Company Name]. Specifically, during this time, [Founder] himself suffered the loss of his Father-in-Law, who lived in another state. The funeral home used for his Father-in-Law’s final celebration offered ingenious ways for bereaved families to honor their deceased, no matter their financial situation. After this dignified and comforting experience, and discussing the business at length with the owner, [Founder’s Name] clearly understood that a similar business would enjoy significant success in his hometown.

Specifically, the customer demographics were so similar to her hometown that he knew it would work. Furthermore, after surveying local residents, this theory was proven.

[Company Name]’s History

Upon returning from his Father-in-Law’s funeral, surveying the local customer base, and finding an ideal property, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [date of incorporation].

Once the property and license has been acquired, and the facility construction is complete, all operations will be run from the property.

Since incorporation, the company has achieved the following milestones:

  • Developed the company’s name, logo, and website
  • Created the list of services to be offered
  • Determined equipment and inventory requirements
  • Began recruiting key employees with experience in the funeral home industry

[Company Name]’s Products

[Company Name] will be able to provide customers with high-quality services, which includes:

  • Cremation
  • Funeral planning services
  • Body preparation and interment
  • Transportation
  • Selling funeral merchandise (e.g., caskets, flowers, and memorial stationery)
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