FranchiseVerdict
1Heart Caregiver Services logo
FV-00022·STRONGExcellent95

1Heart Caregiver Services

Health & Wellness - OtherFranchising since 2014Website
Investment
$126K – $153K
33rd pct Other
Avg revenue
$1.3M
45th pct Other
Royalty
Units
26
57th pct Other
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $126K – $153K including a $60K franchise fee.
  • Average unit revenue of $1.3M/year (median $663K). Estimated payback in 0.4 years.
  • Rated STRONG with a risk score of 39/100. SBA loan default rate of 0.0% across 2 loans (below the industry average).
  • System growing at 60.0% CAGR over 3 years with 26 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
1HCS Franchising LLC
Incorporated in
California
HQ
16530 Ventura Blvd., Suite 500, Encino, CA 91436
Auditor
Windes, Inc.
Audited financials
Franchisor revenue
$1.7M
vs $2.3M prior year

Yale framework · single-unit ROIC

Returns Analysis

Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.

The model · Yale framework

What would one 1Heart Caregiver Services unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,268,227
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: personal services
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $126K–$153K
Working capital
$
FDD reports $55K–$55K

Unlevered ROIC · per unit

143%

Above typical band (30–60%)

0%30–60% Yale band80%
ROIC above 100% usually means the revenue figure is a system-wide aggregate or top-cohort number rather than a single-unit average. Verify the "Revenue · per unit" field against the brand's FDD Item 19 detail tables before relying on this output.

Store EBITDA · annual
$279K
EBITDA margin
22.0%
Total invested
$194K
Payback
8 mo
Unit-level only. A multi-unit portfolio gives up roughly 5–15% of this to shared services (corporate G&A) before reaching the ~10-unit break-even Yale describes.

Levered LBO scenario · Yale Crease Capital framing

What would 25 1Heart Caregiver Services units return on equity?

Edit assumptions

Equity IRR · 5-yr

30.2%

3.74× MOIC

Year-1 DSCR

2.67×

EBITDA ÷ debt service

Equity required

$8.3M

on $19.0M purchase

Total debt

$10.7M

SBA $5.0M + senior + seller note

SBA 7(a) request ($9.5M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Franchisees operate home caregiver placement and management services, recruiting, screening, and deploying in-home care workers to elderly, disabled, and post-recovery clients. Day-to-day responsibilities include client acquisition, caregiver recruitment and training, scheduling/payroll management, regulatory compliance (licensure varies by state), and quality assurance oversight.

CEO
Belina Calderon-Nernberg
Founded
2014
FDD year
2025
States available
2

Item 7 · what it costs

The Vitals

Total investment
$126K – $153K
All-in to open one unit
Liquid capital
$55K – $55K
Cash you must have on hand
Franchise fee
$60K
Royalty
the greater of (a) 5% of Gross Revenue, or (b) the Minimu…
Ad fund
2.0%
typical 3–5%
Total fee load
22.0%
vs 9–13% typical
Payback period
0.4 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$1.3M
Per unit, per year
Median gross sales
$663K
Item 19 type
Historical Financial Performance
Sample size
20 units
vs category median 12
Range (low → high)
$155K$5.2M
Cohort dispersion
Transparency
8 / 5
vs category median 4 / 5 · above
Revenue rank45th
vs Health & Wellness - Other peers
Investment cost rank33th
Lower investment ranks lower (better)
Royalty rate rank72th
Lower royalty = lower percentile (better)
Unit count rank57th
vs Health & Wellness - Other peers
Risk score rank2th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
26
Opened
2
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
2
Corporate units in the system
% franchised
92%
vs corporate-owned
Net growth (yr3)
+9.1%
Net unit change last year
3-yr CAGR
+60.0%
Compounded over last 3 years
2023
24+2
Franchised units
2024
22
Franchised units
2025
15
Franchised units

Year-over-year franchised unit counts and net change. Source: FDD Item 20.

Item 20 · 14 states with active franchisees

The Territory Map

Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).

AK
ME
VT
NH
MA
RI
CT
NY
NJ
PA
DE
MD
DC
WA
OR
CA
NV
ID
MT
WY
UT
CO
AZ
NM
ND
SD
NE
KS
OK
TX
MN
IA
MO
AR
LA
WI
IL
MS
TN
MI
IN
KY
AL
OH
WV
GA
VA
NC
SC
FL
HI
Registered · 14 states
Not registered

States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.

Government records

SBA Loan Data

Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.

Total loans
2
Loan volume
Avg loan
Default rate
0.0%
vs <3% typical · system-wide
5-yr default

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

39
Risk · 0-100
STRONG39 / 100

Low-growth home care franchise with small unit base, unclear fee structure, and labor-intensive margins—moderate risk requiring validation of unit economics and franchisor support quality.

Score breakdown · what drove the 39 / 100 rating

  1. 01MINORModest unit growth of 9.1% YoY suggests slower expansion trajectory for a mature franchise model
  2. 02MEDOnly 26 units system-wide indicates limited brand recognition and smaller support infrastructure
  3. 03MEDMinimum royalty structure not disclosed ('if applicable') creates unclear cost obligations and potential surprise fees
  4. 04HIGHNo going concern flag is positive, but small unit base limits financial resilience during economic downturns
  5. 05MINORNet income represents only 24.9% of gross revenue—high operating costs typical of labor-intensive caregiving services

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Zip codes
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
No
Hire a manager?
Allowed
Litigation count
0
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
Yes
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
California

Item 11

Training & Operations

Classroom training
40 hrs
On-the-job training
4 hrs
POS system
WellSky Personal Care
Operating tech stack

Item 20

Franchisee Contacts

Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.

Franchisee contacts

17 numbers

Locked
(651) 296-••••
MN
(612) 296-••••
MN
(360) 902-••••
WA

One-time purchase · CSV download · Validation questions included

FDD download

1Heart Caregiver Services · FDD (2025) PDF

Single-page checkout · instant download · CSV export of contacts available separately above