Bottom line
- Total investment $65K – $136K including a $57K franchise fee, 10.0% ongoing royalty.
- Average unit revenue of $323K/year (median $186K). Estimated payback in 0.8 years.
- Rated STRONG with a risk score of 51/100. SBA loan default rate of 0.0% across 74 loans (below the industry average).
- 14 litigation matters disclosed in Item 3 — higher than typical. Review the summary for patterns (franchisor-initiated vs. franchisee-initiated).
Item 1 · who you're contracting with
The Franchisor
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 CarePatrol unit return on the cash you put in?
Unlevered ROIC · per unit
47%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 CarePatrol units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$774K
on $3.9M purchase
Total debt
$3.1M
SBA $1.9M + senior + seller note
Overview
About
CarePatrol franchisees operate senior care placement and advisory services, connecting elderly clients and families with assisted living facilities, in-home care providers, and memory care communities. Daily operations include client consultations, facility assessments, referral coordination, and relationship management with care providers in their protected territory. Revenue is generated through placement fees and referral commissions from care facilities.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 26 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).
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.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
CarePatrol presents elevated risk due to corporate going concern status, significant litigation exposure across affiliated brands, weak unit growth, and regulatory scrutiny—offsetting otherwise solid unit-level economics.
Score breakdown · what drove the 51 / 100 rating
- 01HIGHGoing concern status is FALSE — indicates potential financial instability at corporate level despite positive unit economics
- 02HIGHModerate litigation exposure across franchisor and affiliated brands (Blue Moon, ComForCare, Next Day Access) involving fee collection, negligence, and regulatory violations suggests systemic operational or compliance issues
- 03MINORUnit growth of only 7.0% YoY is weak for a mature franchise system and may indicate market saturation or recruitment challenges
- 04MINORHigh royalty burden (10-12%) combined with $57,000 franchise fee creates significant financial pressure, especially given average net income of $131,827 (10-12% royalty = $32k-$40k annual cost)
- 05MINORFTC administrative complaint regarding website wording suggests potential misleading marketing practices or disclosure failures
- 06HIGHFranchisor litigation against franchisees for non-compete violations indicates possible territorial encroachment disputes or weak enforcement mechanisms
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
99 numbers
One-time purchase · CSV download · Validation questions included
FDD download
CarePatrol · FDD (2026) PDF