If you have gone to all the trouble of pulling the engine, you really should do more than "just clean it up". At a minimum, I'd have your brother do b,c, and d while it's out. Otherwise you may be re-installing an engine with little life left in it, or not, but you just won't know.
With a larger engine, I would expect that you'd need to re-prop (size and pitch). If you do go that route, this would probably be a good time to replace the shaft rather than re-use the old one.
If space is tight, the Beta equivalent is about 1.5 inches shorter and 1 inch narrower than the Yanmar.
I would suggest you peruse some of the re-powering threads here on Sailnet. There's usually quite a bit more to it than simply swapping the engines out....
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Pacific Seacraft Crealock 31 #62
NEVER CALLS CRUISINGDAD BACK....CAN"T TAKE THE ACCENT