FranchiseVerdict
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FV-00069·STRONGExcellent86

ActiKare

Health & Wellness - Senior CareFranchising since 2007Website
Investment
$33K – $58K
3rd pct Senior Care
Avg revenue
$722K
21st pct Senior Care
Royalty
Units
147
73rd pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $33K – $58K including a $20K franchise fee.
  • Average unit revenue of $722K/year (median $594K).
  • Rated STRONG with a risk score of 39/100. SBA loan default rate of 0.0% across 21 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
ActiKare, Inc.
Incorporated in
Florida
HQ
15310 Amberly Drive, Suite 175, Tampa, Florida 33647
Auditor
Optimus Financials, Inc.
Audited financials
Franchisor revenue
$2.0M
vs $2.1M 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 ActiKare unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $722,010
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: $33K–$58K
Working capital
$
FDD reports $3K–$6K

Unlevered ROIC · per unit

306%

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
$152K
EBITDA margin
21.0%
Total invested
$50K
Payback
4 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 ActiKare units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.2%

7.39× MOIC

Year-1 DSCR

1.89×

EBITDA ÷ debt service

Equity required

$2.1M

on $10.1M purchase

Total debt

$8.0M

SBA $5.0M + senior + seller note

SBA 7(a) request ($5.1M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

ActiKare franchisees operate in-home care and personal assistance services, managing caregiver scheduling, client care delivery, and billing for elderly and disabled clients. Day-to-day operations involve recruiting/training caregivers, managing client relationships, handling payroll and compliance, and overseeing service quality across a protected territory.

CEO
Mark Lucas
Founded
2007
FDD year
2025
States available
34

Item 7 · what it costs

The Vitals

Total investment
$33K – $58K
All-in to open one unit
Liquid capital
$3K – $6K
Cash you must have on hand
Franchise fee
$20K
Royalty
Greater of 5%-3% of Gross Sales or $450-$550 per month
Ad fund
Greater of 2% of Gross Sales or $50 per month
Total fee load
7.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$722K
Per unit, per year
Median gross sales
$594K
Item 19 type
Average Gross Sales
Sample size
92 units
vs category median 23 · large
Range (low → high)
$211K$847K
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank21th
vs Health & Wellness - Senior Care peers
Investment cost rank3th
Lower investment ranks lower (better)
Royalty rate rank71th
Lower royalty = lower percentile (better)
Unit count rank73th
vs Health & Wellness - Senior Care peers
Risk score rank2th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
147
Opened
23
Last reporting year
Closed
2
Turnover rate
1.4%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Multi-unit owners
3.6%
Net growth (yr3)
+2.1%
Net unit change last year
3-yr CAGR
+4.3%
Compounded over last 3 years
2023
147+3
Franchised units
2024
144
Franchised units
2025
141
Franchised units

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

Item 20 · 28 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 · 28 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
21
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

ActiKare presents moderate-to-cautionary risk due to missing profitability disclosure, stagnant unit growth, and lack of clarity on royalty application mechanics despite reasonable initial investment.

Score breakdown · what drove the 39 / 100 rating

  1. 01MEDNet income not disclosed in FDD Item 19 — cannot validate profitability claims against $722k average revenue
  2. 02MINORMinimal system growth at 2.1% YoY with only 147 units — suggests market saturation or recruitment challenges
  3. 03MINORLow initial investment ($32.5k-$57.5k) relative to average revenue ($722k) creates unrealistic ROI expectations in marketing
  4. 04MINORHybrid royalty structure (5%-3% or $450-$550/month) is ambiguous — unclear which franchisees pay and under what conditions
  5. 05HIGHNo going concern statement but minimal financial transparency raises questions about franchisor financial health

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Population
Protected territory
Yes
Initial term
7 years
Renewal term
7 years
Online sales rights
Restricted
Franchisor can compete
Yes
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
Required
Governing law
Florida

Item 11

Training & Operations

Classroom training
30 hrs
On-the-job training
0 hrs
POS system
QuickBooks
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

46 numbers

Locked
(702) 852-••••
Hagos Tewelde
NV
(347) 352-••••
Bette Quan Armen Taymazyan
CA
(864) 550-••••
Dew Hang
SC

One-time purchase · CSV download · Validation questions included

FDD download

ActiKare · FDD (2025) PDF

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