Oasis Senior Advisors franchise unit economics
Oasis Senior Advisors franchisees place families into assisted living and memory care communities and are paid a referral fee by the community, working a territory of roughly 400,000 to 800,000 people. 114 businesses that ran the full 2025 year averaged $247,280, from $548,795 in the top quartile down to $57,470 in the bottom. A placement was worth $3,834.53 on average and $3,500 at the median.
- Primary source
- Oasis Senior Advisors Franchise Systems, LLC, 2026 Franchise Disclosure Document
- Items read
- Items 5 and 6 for fees; Item 7 for cost to open; Item 19 for sales and any profit figure; Item 20 for the location count
- Population
- 114 of 137 locations
- Our calculations
- Marked on the page with an asterisk. Method
- Last reviewed
- 26 September 2026
Disclosure-based. Not a forecast, not an offer to sell a franchise, and not advice.
The royalty rate here falls as you grow, 10% under $250,000 of prior-year revenue, stepping down to 6% above $2,000,000. The highest-selling business in the network sold $1,213,022, which reaches the 8% rate. The two cheapest rungs on the ladder sit above everything anyone in this system has reached. So the real range in play is 8% to 10%. The bottom quartile pays the $16,800 minimum royalty, nearly three times what 10% of its sales would be.
- The royalty schedule runs down to 6%, and the best business in the network pays 8%. The highest disclosed revenue is $1,213,022, against a $2,000,000 threshold for the 6% rate.
- Fees take 60.1% of revenue at the bottom quartile and 13.8% at the top. $34,541 on $57,470, against $75,709 on $548,795.
- The $16,800 minimum royalty exceeds 10% of revenue until you reach $168,000. Half the network bills below roughly $185,000.
- A placement is worth $3,834.53 on average and $3,500 at the median. The range runs $0 to $34,710, and a Medicaid placement pays $0.
- That is 143 placements a year at the top quartile and 15 at the bottom. Nearly three a week against one every three and a half weeks.
How much does a Oasis Senior Advisors franchise make?
The 2026 FDD for Oasis Senior Advisors does not publish unit revenue in a form that answers this directly. What it does publish is set out below, starting with Franchised outlets (end 2025): 137; Average revenue: $247,280; Average referral fee: $3,834.53; Total investment: $63,089–$109,239.
How the royalty steps down
The rate falls as you grow.
| Prior year sales | Royalty | Who reaches it |
|---|---|---|
| $0 to $250,000 | 10% | Bottom three quartiles |
| $250,001 to $500,000 | 9.5% | The top quarter's median, at $441,140 |
| $500,001 to $750,000 | 9% | The top quarter's average, at $548,795 |
| $750,001 to $1,000,000 | 8.5% | Part of the top quartile |
| $1,000,001 to $1,250,000 | 8% | The single highest business, at $1,213,022 |
| $1,250,001 to $1,500,000 | 7.5% | n/a |
| $1,500,001 to $1,750,000 | 7% | n/a |
| $1,750,001 to $2,000,000 | 6.5% | n/a |
| $2,000,001 and above | 6% | n/a |
Rates as the brand reported it.
Four of the nine rungs are unoccupied. Everything above $1,250,000 of prior-year revenue is theoretical for this network as it stands, so the schedule's headline 6% is a number to plan toward. Reaching the 8% rate from the top quarter's $548,795 means about doubling sales, and the rate falls by one point.
Each step down is worth half a point on a growing base. Moving from 10% to 9.5% at $250,001 saves $1,250 a year at that revenue; moving from 9% to 8.5% at $750,001 saves $3,750. The rate cut trails the growth. The growth pays for itself and the rate cut is a modest bonus on top.
The rate is set a year in arrears, so a strong year buys a cheap following year. A business that jumps from $240,000 to $520,000 pays 10% on all of the $520,000, then 9% the year after. Owners planning a step change should expect the expensive year to be the one they grow in.
What the fees come to. (Items 5 and 6)
| quartile | Average revenue | Rate | Royalty | Ad fund | Local marketing | Software | Total | Share |
|---|---|---|---|---|---|---|---|---|
| Top 25% | $548,795 | 9% | $49,392 | $10,976 | $12,000 | $3,341 | $75,709 | 13.8% |
| 25% to 50% | $244,356 | 10% | $24,436 | $4,887 | $12,000 | $3,341 | $44,664 | 18.3% |
| 50% to 75% | $134,509 | 10% | $16,800 | $2,690 | $12,000 | $3,341 | $34,831 | 25.9% |
| Bottom 25% | $57,470 | 10% | $16,800 | $2,400 | $12,000 | $3,341 | $34,541 | 60.1% |
| Highest business | $1,213,022 | 8% | $97,042 | $24,260 | $12,000 | $3,341 | $136,643 | 11.3% |
Ours, applying the royalty percentage for each group against the $1,400 monthly minimum from month 49, the advertising fund at the greater of $200 a month or 2% of monthly sales, the $1,000 monthly local marketing requirement, the $132 monthly software access fee rising to $145 in October 2026. The $146.43 monthly pass-through software fee.
At the bottom quartile the fees take more than half of everything collected. $34,541 against $57,470 of revenue, and every dollar of it is fixed. The minimum royalty, the minimum advertising payment, the local marketing requirement and the software all cost the same in a busy month and a quiet one. That is the arithmetic that decides whether a slow start is survivable.
The $16,800 minimum royalty equals 10% of sales at $168,000. Below that you are paying more than the headline 10%; the third quartile, averaging $134,509, pays an effective 12.5% on royalty alone. Half the network sells less than about $185,000, so most owners pay the minimum rather than the percentage.
$34,541 of fee lands before a single placement does. The $16,800 minimum royalty, the $2,400 minimum advertising payment, the $12,000 local marketing requirement and $3,341 of software. The whole of the bottom quarter's fee bill is fixed. At the second quarter's $244,356, the same minimum is range across four times the sales.
Top performers
What separates the top Oasis Senior Advisors performers
Oasis Senior Advisors splits its locations into groups instead of publishing one average. The best group averaged $548,795 a year. The worst averaged $57,470. Both run the same brand, on the same agreement, paying the same fees.
Decided before you open
- Trade area and site.A 9.5× gap between bands is not an operating gap. Catchment, daytime population and what sits next door set the ceiling before the first customer arrives.
- Territory, and how much of it is real.This model sells from a territory rather than a building, quoted at 800,000 people. Two owners with the same brand and different ground are running different businesses, and density decides how much driving sits between jobs.
- What you spend to open.Opening costs $63,089 to $109,239, a 1.7× range inside one brand. The high end usually buys more capacity, so the cheapest build is not always the cheapest route to the top band.
Live operating levers
- Placements, the operating driver.This model bills on placements. The fee is earned when someone is hired and lost again if they leave inside the guarantee, so a placement that does not stick costs the firm twice. It is worth watching every week, because by the time it turns up in a monthly close the quarter is half gone.
- Membership and rebooking.A recurring plan turns a high-fixed-cost business from an appointment book into a subscription, which smooths the utilisation that drives the wage line. Rebooking before the customer leaves is what builds it, not marketing spend afterwards.
- Fees, and where the minimum bites.Fees run about 12.0% of sales. A minimum sits underneath the percentage, so the low-volume location pays the higher effective rate. The brand charges the weakest locations the most. Work out the sales level where the percentage overtakes the minimum and know which side of it you are on, because the answer changes what an extra dollar of sales is worth.
Context you underwrite around
- The reporting screen.114 of 137 locations are behind these figures. Locations open less than the full year, brand-owned, or not meeting the reporting criteria are excluded, so the numbers describe locations that cleared that screen, not the system as a whole.
- What the disclosure leaves out.Item 19 publishes no profit or cost data for franchised locations, no median, no attainment figure. Anything below the sales line has to come from the franchisor or from owners you call.
Revenue & placements
Revenue by quartile.
| quartile | Businesses | Range | Average | Median | At or above average |
|---|---|---|---|---|---|
| Top 25% | 29 | $344,009 to $1,213,022 | $548,795 | $441,140 | 9 (31%) |
| 25% to 50% | 28 | $189,179 to $322,559 | $244,356 | $232,520 | 12 (43%) |
| 50% to 75% | 28 | $99,379 to $185,505 | $134,509 | $126,712 | 12 (43%) |
| Bottom 25% | 29 | $8,591 to $96,455 | $57,470 | $66,449 | 17 (59%) |
As the brand reported it.
The network billed $28,189,905 and the top quartile holds 56.5% of it. 29 businesses against 85. The weighted average across all 114 is $247,280, which sits inside the second quartile. So the average owner is a second-quartile owner paying 10% royalty and a 18.3% total fee load.
The top quartile bills 9.5 times the bottom. $548,795 against $57,470, and the single widest gap on the page is inside the bottom quartile itself. $8,591 to $96,455, a factor of eleven among businesses that all ran the full year.
The step from the third quartile to the second is $109,847. At that point the minimum royalty stops applying and the brand's charges fall from 25.9% of sales to 18.3%. That is 7.6 points of margin on top of the revenue itself.
What a placement is worth.
| Referral fee | |
|---|---|
| Average | $3,834.53 |
| Median | $3,500 |
| Range | $0 to $34,710 |
| quartile | Average revenue | Placements a year | Placements a week |
|---|---|---|---|
| Top 25% | $548,795 | 143 | 2.8 |
| 25% to 50% | $244,356 | 64 | 1.2 |
| 50% to 75% | $134,509 | 35 | 0.7 |
| Bottom 25% | $57,470 | 15 | 0.3 |
Referral fees as the brand reported it, covering 142 franchised businesses in operation during any part of 2025.
The whole business is one placement every two and a half working days at the top quartile. 143 a year. The bottom quartile does 15, one every three and a half weeks. Against a territory holding 400,000 to 800,000 people, both numbers are about how many community relationships and referral sources are actually live.
The median fee sits $334.53 below the average. $3,500 against $3,834.53, with a ceiling of $34,710 on a single placement. The tail is memory care and higher-rent communities, so a handful of premium placements move a year. The $0 figure is a Medicaid placement. It takes the same work and pays nothing.
Getting from the bottom quartile to the second is 49 more placements a year. One a week, sustained. On the fee table above, that same move takes the brand's share of your revenue from 60.1% to 18.3%. So the first fifty placements are worth far more than the fifty after them.
What it costs to open, and the network
What it costs to open.
| Line | Low | High |
|---|---|---|
| Initial franchise fee | $40,000 | $80,000 |
| Business administration set-up fee | $10,000 | $10,000 |
| Certification, membership and training travel | $2,389 | $3,389 |
| Computer, software, supplies, deposits and insurance | $3,200 | $5,000 |
| Accounting firm, three months | $900 | $2,250 |
| Additional funds, three months | $6,600 | $8,600 |
| Total | $63,089 | $109,239 |
As the brand reported it, except the two grouped lines. Are marked *. Certification adds the Certified Senior Advisor course at $990, National Placement and Referral Alliance membership at $399 and training travel. The equipment line adds the computer and software, supplies, deposits and insurance.
The franchise fee is 63% to 73% of the whole opening cost. $40,000 to $80,000 of a $63,089 to $109,239 total. Build-out is zero and equipment barely registers, so this is a relationship business bought at ten cents a head. Spare cash of $6,600 to $8,600 covers three months. Fixed fees run about $2,878 a month once the minimum royalty reaches $1,400.
A second territory costs 20% less and skips the $10,000 set-up fee. On an $80,000 fee that is a $26,000 saving. A second territory starts at the bottom quarter's $57,470 and has its own $16,800 minimum royalty within four years. The fee discount is the smallest part of the decision.
The network of locations.
| Year | Franchised start | Opened | Reacquired by franchisor | Ceased | Franchised end | Company-owned end |
|---|---|---|---|---|---|---|
| 2023 | 113 | 15 | 14 | 6 | 108 | 20 |
| 2024 | 108 | 18 | 5 | 5 | 115 | 26 |
| 2025 | 115 | 27 | 0 | 3 | 137 | 27 |
As the brand reported it.
The franchisor took 14 outlets back in 2023 and 5 in 2024, then stopped. Zero reacquisitions in 2025 and 27 franchised openings, the largest year in the three. Whatever the 2023 buy-back was about, the direction reversed. The company-owned count has held at 26 to 27 for two years while the franchised side grew by 29.
27 of the 164 outlets are company-owned, and 10 more are projected. That is 16% of the network run by the franchisor itself, in a model where a company-owned office competes for the same community relationships you do. Brand-owned offices get the same vote as owner-run ones in any local marketing group.
Terminations and cessations totaled 17 across three years against 60 openings. The business costs $63,089 to enter, and the brand's charges take 60% of sales at the bottom quarter. Fewer owners leave than those figures suggest. Says most owners at the bottom stay in.
Questions we get asked
What should my business be billing?
Across the 114 businesses that ran the whole of 2025 the quarter averages were $548,795, $244,356, $134,509 and $57,470, with medians of $441,140, $232,520, $126,712 and $66,449. The weighted average across all 114 is $247,280 and the single highest business billed $1,213,022. In placements at the average referral fee, those quartiles are roughly 143, 64, 35 and 15 a year.
How is my royalty rate set?
By your prior calendar year's sales, on a sliding scale that falls as you grow. 10% under $250,000, 9.5% to $500,000, 9% to $750,000, 8.5% to $1,000,000, 8% to $1,250,000. On down to 6% above $2,000,000. The rate is 10% throughout your opening year. A minimum royalty runs underneath, from zero in months 1 to 3 to $1,400 a month from month 49. 10% of sales equals that minimum at $168,000.
What does the brand cost in total?
The royalty, an advertising fund contribution of the greater of $200 a month or 2% of monthly sales, a $1,000 monthly local marketing requirement, a $132 monthly software access fee rising to $145 in October 2026. A $146.43 monthly pass-through software fee. That works out to 13.8% of revenue at the top quartile average, 18.3% at the second, 25.9% at the third and 60.1% at the bottom. The fixed portion is what does it. A local marketing cooperative of up to $1,000 a month can apply on top.
What is a placement worth?
$3,834.53 on average and $3,500 at the median for a client's first month at a community, across 142 businesses. The range runs from $0 to $34,710. Placements funded by Medicaid or another government program pay $0, and they are counted in those averages. Fees split with another franchisee across a territory boundary are included too. So your billable average will sit above the headline figure if your mix is private pay.
Who does bookkeeping for an Oasis Senior Advisors franchise?
Two things make this close unusual. Your royalty rate is set by last year's revenue. So the December close decides twelve months of fee rate. The reconciled portion is paid on a 60-day lag behind the minimum. Means the royalty line in any given month relates to a month two back. Revenue itself arrives as referral fees from communities after a resident moves in and stays. So cash sits well behind the placement that earned it and a placement-count report beside the revenue report is the only way to see the month clearly. The franchisor also requires an approved accounting firm for the first year. Averan provides bookkeeping, controller, and fractional CFO support for franchise owners and has Certified QuickBooks ProAdvisors on the team.
- No revenue figures. The filing makes no financial performance representation, so there is no disclosed sales number for any location.
- No profit figure. The filing reports sales and not earnings, so what an owner keeps is not disclosed.
- No cost lines. Wages, rent and cost of goods are not broken out, so margin cannot be rebuilt from the document.
- No attainment figure. The filing does not say how many locations reached the average it publishes.
Questions worth putting to Oasis Senior Advisors
The filing answers what it answers. These are the gaps an owner or a buyer should close directly.
- What do locations at the median spend on wages and rent as a share of sales? The filing reports sales only.
- What separates the highest-selling locations from the lowest: trade area, years open, size, or the owner?
- 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 Oasis Senior Advisors locations closed, were sold, or changed hands last year, and why?
Run your own numbers.
The Franchise Finance Diagnostic runs the same checks on your own numbers. It scores where you stand and compares you with Item 19 of your brand’s FDD. It works out what one location earns and spends, and builds a 13-week cash forecast. Checks whether you are ready to open another one. It is free and it runs in your browser.
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