How do I hand over my flower shop’s standing delivery customers like funeral homes?

Standing accounts rest on trust built over years, often with one person at the other end. Start by listing every regular customer: funeral homes, offices, restaurants, hotels and anyone with a weekly arrangement. Note who the contact is, what is ordered, delivery times, how invoices are paid and any preferences about style or tone.

Then plan introductions. For funeral homes in particular, reliability under pressure matters most. A same-day request has to be met, and the arrangement has to look right. Take the buyer with you, if the sale terms permit, and let them see how you deal with short notice. Be clear with the customer about what will not change, including who they call, who delivers and how billing works.

After the introductions, pass your written notes to the buyer and stay available for questions during the transition. If the buyer plans to change anything, ask them to wait until the accounts feel secure. Ask your lawyer whether any of these arrangements are written down or need consent to continue, and how your help should appear in the sale terms. Quiet reassurance matters more than any announcement, so keep the tone calm and the message short and consistent.

Key takeaways

• List every standing account with contacts, orders, timing and billing.
• Introduce the buyer in person and say what will not change.
• Pass written notes over, then stay reachable for questions.