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Breakdown

Home Matters Caregiving franchise unit economics

Home Matters Caregiving franchisees provide non-medical in-home personal care, supplemental caregiver staffing to care facilities and assisted living placement, usually from a home office in a protected territory.

Franchised outlets, end of 202531

Initial fee$52,000

Total investment$99,525–$207,000

Fees paid to the brand7%*

Home Matters Caregiving franchise at a glance

Home Matters Caregiving’s 2026 FDD, issued 18 April 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A Home Matters Caregiving franchise costs $99,525 to $207,000 to open, including a $52,000 initial franchise fee. Fees paid to Home Matters Caregiving come to about 7%* of sales.

Home Matters Caregiving charges a royalty of 6% of gross revenue and a brand development fee of 1% of gross revenue.
Home Matters Caregiving also requires $1,000 a month of local and web-based advertising and six monthly software and service subscriptions, which come to $2,544 to $2,744* a month at their stated amounts.
A Home Matters Caregiving franchise must reach minimum annual gross revenue of $100,000 by the end of year one, rising to $1,000,000 by the end of year five and every year after.
Home Matters Caregiving reported 31 franchised outlets and one company-owned outlet at the end of 2025, up from 16 franchised outlets a year earlier.
Home Matters Caregiving’s franchisor reported royalty income of $768,195 for 2025 in its audited accounts. At the 6% rate that implies $12,803,250* of franchisee gross revenue across the system, an Averan calculation, not a figure the FDD states.

These figures come from Home Matters Caregiving's 2026 Franchise Disclosure Document, as the brand reported them, and were read by Averan Advisors. The $2,544 to $2,744 monthly fixed charges and the $12,803,250 implied franchisee gross revenue are Averan calculations from Item 6 and the audited income statement.

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By Scott Engler · Averan Advisors · Source: Senior HealthCare Investments, LLC, 2026 Franchise Disclosure Document (FDD) · Updated 16 October 2026

The 2026 FDD makes no financial performance representation. Item 19 states that the franchisor makes no representations about past or future financial performance of franchised or company-owned outlets. A buyer of an existing outlet may be given that outlet’s actual records.
The franchise agreement sets minimum annual gross revenue that rises to $1,000,000 by year five. The minimums are $100,000, $220,000, $500,000, $750,000 and $1,000,000 by the end of years one to five, and $1,000,000 every year after. The first miss brings a default notice. A second miss during the term or a renewal term gives the franchisor the right to reduce or eliminate the territory or to terminate the agreement.
Fixed monthly charges come to $2,544 to $2,744* at their stated amounts. That is $1,000 of required local advertising plus $1,544 to $1,744* of required software and service subscriptions, or $30,528 to $32,928* a year. At the low end, the fixed charges equal the 7% royalty and brand fee at $436,114* of annual revenue.
Franchised outlets grew from 6 at the start of 2023 to 31 at the end of 2025, with no terminations, non-renewals, reacquisitions or closures reported. Franchisees opened 25 outlets over the three years. Eight more franchise agreements were signed but not yet open at the end of 2025. No transfers were reported.
The franchisor reported a 2025 net loss of $90,399 in its audited accounts. Revenue was $1,788,051, of which royalty fees were $768,195. Commissions were $691,828, or 38.69%* of revenue. The members’ deficit was $977,481 at the end of 2025, and the 2024 accounts were restated to add $211,179 of expenses, moving that year’s net loss from $94,135 to $305,314.

Revenue disclosure

What the Home Matters Caregiving FDD discloses about revenue

Franchisee gross revenue implied by the franchisor’s audited royalty income, an Averan calculation *Averan calculation
Measure	2025	2024
Royalty fees in the franchisor’s audited accounts	$768,195	$397,228
Royalty rate	6%	6%
Implied franchisee gross revenue*	$12,803,250*	$6,620,467*
Franchised outlets, start and end of year	16 and 31	8 and 16
Average of start and end counts*	23.5*	12*
Implied gross revenue per outlet*	$544,819*	$551,706*

Source: royalty fees from the audited statements of income and expenses in Exhibit D (2024 as restated); royalty rate from Item 6; outlet counts from Item 20. Rows marked * divide royalty income by 6%, then by the average of the start and end franchised outlet counts.

Home Matters Caregiving publishes no revenue or profit figures for its franchisees. Item 19 states that the franchisor makes no financial performance representations and does not authorize its staff to make any.

The audited accounts report royalty income, and the royalty is 6% of gross revenue. The notes to the accounts say royalty is a percentage of franchise unit revenue and is recognized in the period the sales occur. Dividing the 2025 royalty of $768,195 by 6% gives $12,803,250* of franchisee gross revenue. Dividing that by 23.5*, the average of 16 and 31 franchised outlets, gives $544,819* an outlet.

These figures are Averan calculations with known limits. They assume every franchisee paid 6% on all gross revenue for 2025. Note 2 to the audited accounts describes a royalty “with a minimum amount due monthly”, which Item 6 and the franchise agreement do not show; any minimum royalty in the line would raise the implied revenue. Fifteen outlets opened during 2025 on dates the FDD does not give, so the per-outlet figure is a system average across outlets of different ages, with no spread around it.

Revenue is not income. The FDD publishes no franchisee costs, wages or profit.

Revenue minimums

Minimum annual gross revenue by year

Minimum annual gross revenue to keep the franchise and the protected territory, with brand charges at each minimum added *Averan calculation
By the end of year	Minimum gross revenue	Royalty and brand fee at 7%*	With fixed charges at the low end*	Brand charges as a share of the minimum*
1	$100,000	$7,000*	$37,528*	37.53%*
2	$220,000	$15,400*	$45,928*	20.88%*
3	$500,000	$35,000*	$65,528*	13.11%*
4	$750,000	$52,500*	$83,028*	11.07%*
5 and every year after	$1,000,000	$70,000*	$100,528*	10.05%*

Source: Item 12 for the minimums; Item 6 for the fees. Columns marked * apply the 6% royalty and 1% brand fee to each minimum and add $30,528 a year of fixed charges (local advertising and required subscriptions at their lowest stated amounts, one CRM user, the first 10 Wellsky client seats).

The minimums rise each year for five years. They are $100,000 by the end of year one, $220,000 by year two, $500,000 by year three, $750,000 by year four and $1,000,000 by year five and every year after.

A first miss is a default with notice; a second miss can cost the territory. Item 12 says a second failure to meet the minimums during the term or any renewal term gives the franchisor the right to reduce or eliminate the protected territory or to terminate the franchise agreement.

Brand charges fall as a share of revenue as the minimums rise. At the year-one minimum, the royalty, brand fee and fixed charges come to 37.53%* of revenue. At the year-five minimum they come to 10.05%*.

Brand charges

Recurring and event fees from Item 6, unit franchise *Averan calculation
Fee	Amount	When
Royalty	6% of gross revenue	Monthly
Brand development fee	1% of gross revenue	Monthly
Local and web-based advertising	$1,000 a month, spent with approved vendors	Monthly
In-home client care technology	$600 a month	Monthly
Payroll services	$350 a month minimum	Monthly
Wellsky scheduling software	$275 a month for the first 10 client seats, then $13 a seat; $250 set-up	Monthly
Experience management service	$150–$350 a month	Monthly
CRM	$120 a month per user	Monthly
Website hosting	$49 a month	Monthly
Caregiver training	$6 a month per seat	Monthly
Additional training	$1,000 a person	Before training
On-site assistance requested by the franchisee	$500 a day per trainer, two-day minimum	After billing
Annual conference, if mandatory	Up to $1,000 a person	Before the conference
Transfer	$5,000 to an existing franchisee; $10,000 otherwise	With the transfer request
Renewal	$10,000	At renewal
Fixed monthly charges at stated amounts	$2,544–$2,744* a month, or $30,528–$32,928* a year, plus 7%* of gross revenue

Source: Item 6. The total row adds local advertising, client care technology, payroll services, Wellsky for the first 10 client seats, experience management, one CRM user and website hosting. It excludes caregiver training seats, extra Wellsky seats and event fees.

The royalty and brand development fee total 7%* of gross revenue. Both are paid monthly by electronic funds transfer. Royalty collection begins in the franchisee’s second month of operation.

Fixed charges come to $30,528 to $32,928* a year at their stated amounts. At the low end they equal the 7% royalty and brand fee at $436,114* of annual revenue. Below that level of revenue the fixed charges are the larger of the two.

The brand fund had not been set up by the end of 2025. Item 11 says the fund was not established during the year ended December 31, 2025, and no money was spent by it. Franchisees owe the 1% fee under the franchise agreement.

The FDD gives no total fee as a share of an average franchisee’s sales. With no Item 19 average, Averan shows brand charges at each revenue minimum in the revenue minimums table.

Cost to open

Estimated initial investment from Item 7, unit franchise and conversion franchise
Item	Unit, low	Unit, high	Conversion, low	Conversion, high
Franchise fee	$52,000	$52,000	$0	$52,000
Travel while training	$1,000	$2,000	$1,000	$2,000
Rent, 3 months	$0	$3,000	$0	$0
Furniture and fixtures	$500	$1,000	$0	$0
Signage	$0	$1,000	$0	$1,000
Office equipment	$500	$1,500	$250	$500
Insurance, 6 months	$1,500	$2,500	$0	$0
Miscellaneous opening costs	$200	$1,000	$0	$0
Office supplies	$0	$500	$0	$0
Marketing and advertising, 3 months	$3,000	$15,000	$3,000	$5,000
Computer equipment, software and printer	$2,700	$4,000	$2,700	$4,000
Permits and licenses	$125	$7,500	$0	$0
Professional fees	$1,000	$2,500	$1,000	$2,500
Vehicle lease, 3 months	$0	$1,000	$0	$0
Additional funds, 3 months	$37,000	$112,500*	$8,750	$29,500
Total	$99,525	$207,000	$16,700	$96,500

Source: Item 7. The FDD prints the unit high figure for additional funds as “$112.500”; $112,500* is the figure that makes the column add to the printed $207,000 total.

A unit franchise is estimated to cost $99,525 to $207,000 to open. The range covers the $52,000 franchise fee and three months of operation. The territory is a population of up to about 200,000 people; a larger territory costs $0.26 for each additional person.

Additional funds for the first three months are the largest variable line, at $37,000 to $112,500. Item 7 says they cover items such as initial payroll and payroll taxes, royalties, bank charges and recruiting, and exclude any pay to the owner and any debt service.

The franchisor expects franchisees to work from home. The rent line is $0 to $3,000. A multi-unit developer must run every outlet after the first from leased office space in an executive suite building.

An owner converting an existing senior care business is estimated to need $16,700 to $96,500. The conversion franchise fee is discounted by $0 to $52,000 depending on the business converted. A second and later franchise agreement currently costs $26,000, and an honorably discharged veteran receives 10% off the first unit fee.

Item 11 estimates 30 to 90 days from signing to opening. The outlet must open within 90 days of signing or within 30 days of receiving the state license.

Locations

Locations, 2023 to 2025

Franchised outlets from Item 20, Table No. 3, with company-owned outlets from Table No. 4
Year	Franchised, start	Opened	Franchised, end	Company-owned, end
2023	6	2	8	1
2024	8	8	16	1
2025	16	15	31	1

Source: Item 20, Tables No. 1 to 5. The FDD’s summary table prints the 2025 total-outlet start as 9; the franchised and company-owned rows give 17. In Table No. 3 the 2025 state rows add to 14 openings and 28 outlets at year end; the Total row prints 15 and 31.

Franchised outlets rose from 16 to 31 during 2025. Franchisees opened 15 outlets in 2025, 8 in 2024 and 2 in 2023. No terminations, non-renewals, reacquisitions, closures or transfers were reported in any of the three years.

Eight franchise agreements were signed but not yet open at the end of 2025. Four are in California, two in North Carolina, one in Virginia and one in Washington. The franchisor projects all eight to open in 2026.

Item 20 lists one company-owned outlet, in Oregon, in each of the three years. Arizona had the most franchised outlets at the end of 2025, with 6.

The franchisor has bought back two area representative agreements. Item 1 says area representatives screen franchise candidates, and there were twelve at the end of 2025. The audited accounts record one agreement ended in October 2025 for a $125,000 non-interest note and a second in January 2026 for $68,193, paid in 36 interest-free installments.

Questions we get asked

Questions owners ask

How much does it cost to open a Home Matters Caregiving franchise?

The 2026 FDD estimates $99,525 to $207,000 for a unit franchise, including the $52,000 initial franchise fee and three months of additional funds. Converting an existing senior care business is estimated at $16,700 to $96,500.

What fees does Home Matters Caregiving charge?

A royalty of 6% and a brand development fee of 1%, both on gross revenue, plus $1,000 a month of required local advertising and required monthly subscriptions for client care technology, payroll, scheduling, experience management, CRM and website hosting. At their stated amounts the fixed charges come to $2,544 to $2,744* a month.

How much does a Home Matters Caregiving franchise make?

The FDD does not say. Item 19 makes no financial performance representation. Dividing the franchisor’s audited 2025 royalty income of $768,195 by the 6% rate gives $12,803,250* of franchisee gross revenue across the system, or $544,819* for each of 23.5* outlets on average. These are Averan calculations, not disclosed figures.

Is there a minimum revenue requirement?

Yes. A franchisee must reach minimum annual gross revenue of $100,000 by the end of year one, $220,000 by year two, $500,000 by year three, $750,000 by year four and $1,000,000 by year five and every year after. A second miss gives the franchisor the right to reduce or eliminate the territory or to terminate the agreement.

How many Home Matters Caregiving locations are there?

The FDD reports 31 franchised outlets and one company-owned outlet at the end of 2025, up from 16 franchised outlets at the start of the year. Another eight franchise agreements were signed but not yet open.

What do the franchisor’s own accounts show?

The audited 2025 accounts show revenue of $1,788,051 and a net loss of $90,399, with a members’ deficit of $977,481 at year end. The 2024 accounts were restated, moving that year’s net loss from $94,135 to $305,314.

Questions worth putting to Home Matters Caregiving

These are questions the filing leaves open. An owner or a buyer can put them to the franchisor directly.

Is the revenue in Item 19 gross sales or collected revenue, and how many locations sit below the average?
Which factors does Home Matters Caregiving see in its highest-selling locations, such as territory, years open and staffing?
How long does a new location take to reach the average you publish, and what does the build-up look like month by month?
At what level of sales do the minimum charges stop applying and the percentage take over?
How many Home Matters Caregiving locations closed, were sold, or changed hands last year, and why?

Part of our Non-medical Home Care guide · Averan Franchise

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The same business, other brands

Other brands in the Non-medical Home Care guide:

Questions owners ask next

The figures above raise these, and each one is answered on its own page.

At what level of sales does a minimum fee stop costing me more than the percentage?It works out the sales level where a minimum fee stops applying.
How much cash do I fund before a new location covers its own costs?It builds a 13-week forecast for the months before break-even.
What does this location earn on the money I put into it?It works out the payback period and cash-on-cash return for one unit.
How much of Item 19 can I rely on?It explains what an Item 19 financial performance representation tells you and what it leaves out.

Scott Engler

Founder & Principal, Averan Advisors

Averan provides bookkeeping, controller, and fractional CFO support for franchise owners and has Certified QuickBooks ProAdvisors on the team. More about the team →

Where these figures come from

Every figure here comes from Senior HealthCare Investments, LLC’s 2026 FDD and is unaudited by us. We are unaffiliated with the brand. Calculations of our own are labeled where they appear. The figures describe past performance at other businesses and are not a projection of yours. This page is an educational summary. It is not an offer to sell a franchise, and it is not financial, legal or tax advice. Home Matters Caregiving is a trademark of its owner. How Averan reads a Franchise Disclosure Document.

These figures come from the brand's disclosure. They are not a forecast, an offer to sell a franchise or advice. Source: Senior HealthCare Investments, LLC, 2026 Franchise Disclosure Document, issued 18 April 2026.