FranchiseVerdict
2nd Family logo
FV-00025·MODERATEExcellent95

2nd Family

Health & Wellness - Senior CareFranchising since 2017Website
Investment
$120K – $522K
69th pct Senior Care
Avg revenue
$1.2M
42nd pct Senior Care
Royalty
5.5%
35th pct Senior Care
Units
6
23rd pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $120K – $522K including a $60K franchise fee, 5.5% ongoing royalty.
  • Average unit revenue of $1.2M/year (median $786K). Estimated payback in 0.9 years.
  • Rated MODERATE with a risk score of 60/100. SBA loan default rate of 0.0% across 8 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
2nd Family Franchising, LLC
Parent company
2nd Family Holdings, LLC
Incorporated in
Maryland
HQ
1532 Liberty Road, Suite 105, Eldersburg, Maryland 21784
Auditor
Reese CPA LLC
Audited financials
Franchisor revenue
$210K
vs $190K 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 2nd Family unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,182,501
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: $120K–$522K
Working capital
$
FDD reports $20K–$40K

Unlevered ROIC · per unit

73%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$254K
EBITDA margin
21.5%
Total invested
$351K
Payback
17 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 2nd Family units return on equity?

Edit assumptions

Equity IRR · 5-yr

31.7%

3.96× MOIC

Year-1 DSCR

2.54×

EBITDA ÷ debt service

Equity required

$7.0M

on $17.1M purchase

Total debt

$10.1M

SBA $5.0M + senior + seller note

SBA 7(a) request ($8.6M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

2nd Family franchisees operate [service/retail establishment]. Day-to-day operations involve [managing staff/customer interactions/service delivery], maintaining brand standards, and generating revenue through [primary business model]. Franchisees are responsible for local marketing, financial management, and customer relationship building within their protected territory.

CEO
Chadmark Tracey
Founded
2017
FDD year
2025
States available
4

Item 7 · what it costs

The Vitals

Total investment
$120K – $522K
All-in to open one unit
Liquid capital
$20K – $40K
Cash you must have on hand
Franchise fee
$60K
Royalty
5.5%
Percentage of Gross Revenue · typical 6–8%
Ad fund
1.0
Total fee load
5.5%
vs 9–13% typical
Payback period
0.9 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$1.2M
Per unit, per year
Median gross sales
$786K
Item 19 type
Historical Performance
Sample size
4 units
vs category median 23 · small
Range (low → high)
$364K$2.8M
Cohort dispersion
Transparency
8 / 5
vs category median 4 / 5 · above
Revenue rank42th
vs Health & Wellness - Senior Care peers
Investment cost rank69th
Lower investment ranks lower (better)
Royalty rate rank35th
Lower royalty = lower percentile (better)
Unit count rank23th
vs Health & Wellness - Senior Care peers
Risk score rank60th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
6
Opened
0
Last reporting year
Closed
1
Turnover rate
16.7%
Company-owned
1
Corporate units in the system
% franchised
83%
vs corporate-owned
Net growth (yr3)
-16.7%
Net unit change last year
3-yr CAGR
+0.0%
Compounded over last 3 years
2023
5-1
Franchised units
2024
6
Franchised units
2025
5
Franchised units

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

Item 20 · 16 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 · 16 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
8
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

60
Risk · 0-100
MODERATE60 / 100

Declining franchise system with unverified financial claims, high investment variability, and shrinking unit count creates elevated risk despite no litigation.

Score breakdown · what drove the 60 / 100 rating

  1. 01MEDUnit count declined 16.7% YoY (6 units) indicates system contraction and potential franchisee dissatisfaction
  2. 02HIGHNo Item 19 (Going Concern = False) means franchisor provided no financial performance representations, making revenue/income claims unverifiable
  3. 03MEDHigh investment range ($119K-$521K) with only 6 operating units suggests limited proven scalability and higher per-unit risk
  4. 04MINOR5.5% royalty on $1.18M average revenue = ~$65K annual royalty cost, consuming 19% of average net income ($338K)
  5. 05MINORWide investment spread ($401K variance) indicates inconsistent unit economics or location-dependent performance

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
Yes
Hire a manager?
Not 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
Required
Governing law
Maryland

Item 11

Training & Operations

Classroom training
24 hrs
On-the-job training
26 hrs
POS system
Kinnser ADL
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

20 numbers

Locked
(317) 232-••••
IN
(860) 240-••••
CT
(503) 378-••••
OR

One-time purchase · CSV download · Validation questions included

FDD download

2nd Family · FDD (2025) PDF

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