CarePatrolFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A CarePatrol franchise requires a total initial investment of $65K – $136K, including a $57K franchise fee and an ongoing 10.0% royalty[2]. Per the 2026 FDD, average unit revenue was $323K[2]. SBA 7(a) loans show a 2.7% charge-off rate across 37 loans[1]. Verdict grade: D. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2026 FDD issuance
Overview
- Investment
- $65K – $136K
- 13th pct Senior Care
- Avg gross sales
- $323K
- 7th pct Senior Care
- Royalty
- 10.0%
- 67th pct Senior Care
- Units
- 215
- 81st pct Senior Care
- SBA default
- 2.7%
- system-wide median varies by category
Quick verdict · Senior Care · color = vs category peers
Green = >15% above Senior Care avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Each dollar invested generates 3.2x in gross revenue, well above the typical 1.5-2.5x range.
14 legal cases disclosed in the FDD. Read Item 3 before signing.
131% cash-on-cash return (based on P&L Bottom Line). Above the 20% threshold most investors target.
Bottom line
- Total investment $65K – $136K including a $57K franchise fee, 10.0% ongoing royalty.
- Average unit revenue of $323K/year (median $186K), with an estimated 131% cash-on-cash return (based on P&L Bottom Line).
- Verdict D (Below Average) with a risk score of 74/100. SBA loan charge-off rate of 2.7% across 37 loans (well below the franchise average, based on all SBA 7(a) franchise lending, 2010–2024).
- 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
- Legal entity
- CarePatrol Franchise Systems, LLC
- Parent company
- Best Life Brands, LLC
- Predecessor
- CarePatrol Franchise Systems
- Prior franchisor entity
- Incorporated in
- DE
- HQ
- 900 Wilshire Drive, Suite 102, Troy, MI 48084-1600
- Auditor
- RSM US LLP
- Audited financials
- Franchisor revenue
- $37.3M
- vs $41.8M prior year
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.
- CEO
- J.J. Sorrenti
- Headquarters
- MI
- Founded
- 2009
- FDD year
- 2026
- States available
- 34
FDD Item 7 · 2026 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $57K | $57K |
| Working capital (3–6 mo) | $20K | $40K |
| Equipment, build-out, other | $0 | $39K |
| Total initial investment | $65K | $136K |
Source: CarePatrol 2026 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$45K
14.0% margin
Unlevered ROIC
35%
EBITDA / total invested capital
Payback
35 mo
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $65K – $136K
- Better than avg vs category
- Liquid capital req'd
- $20K – $40K
- Better than avg vs category
- Franchise fee
- $20K – $57K
- Below avg, review vs category
- Royalty
- 10.0%
- Gross Sales · typical 6–8%
- Ad fund
- 1.0%
- typical 3–5%
- Total fee load
- 11.0%
- vs 9–13% typical
- Payback period
- 0.8 yrs
- From FDD / Item 19
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 10.0% of gross sales |
| Marketing / ad fund | 1.0% of gross sales |
| Technology fee | $449 |
| Training fee | $1K |
| Transfer fee | $15K |
| Renewal fee | $8K |
| Total fee load | 11.0% of rev |
Financial Performance
- Avg gross sales
- $323K
- Per unit, per year
- Median gross sales
- $186K
- Avg p&l bottom line
- $132K
- Reported as P&L Bottom Line in FDD Item 19
- Cash-on-cash
- 131.4%
- Based on P&L Bottom Line / investment midpoint
- Item 19 type
- gross_sales
- Sample size
- 174 units
- vs category median 22 · large
- Range (low → high)
- $6K→$2.1M
- Cohort dispersion (min → max)
- Reporting year
- 2025
- Fiscal year the figures cover
- Transparency
- 10 / 5
- vs category median 4 / 5 · above
Compared against 70 Senior Care brands
vs Senior Care averages
How CarePatrol Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 215
- Opened
- 21
- Last reporting year
- Closed
- 7
- Turnover rate
- 3.3%
- Company-owned
- 0
- Corporate units in the system
- % franchised
- 100%
- vs corporate-owned
- Net growth (yr3)
- +7.0%
- Net unit change last year
- 3-yr CAGR
- +24.3%
- Compounded over last 3 years
3-year detail · Item 20
- Opened (3yr)
- 14
- Closed (3yr)
- 1
- Terminated (3yr)
- 7
- Non-renewed (3yr)
- 5
- Transfers (3yr)
- 6
- Reacquired (3yr)
- 0
- Franchisor bought back
- Ceased ops
- 11.1%
- Units that stopped operating
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 contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
Available to sell in · Item 12
- Michigan
States where the franchisor is registered to sell new franchises (FDD registration filings).
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
- Total loans
- 37
- Loan volume
- $7.4M
- Median loan
- $150K
- 50th percentile
- Charge-off rate
- 2.7%
- rates vary by category · see methodology
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- 85.7%
- 5-yr charge-off
- 0.0%
- Loans approved 2021+
- Active lenders
- 13
- Defaults
- 1
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into CarePatrol's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 10 lenders with concentration factor
- Per-state charge-off rates across 15 states
- Startup risk premium and job creation velocity
- 10-year lending trend
Instant access. No subscription.
Risk analysis
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.
Litigation (Item 3)
23 case reference(s): 0 pending, 4 settled.
Largest disclosed settlement: $31,500
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · RSM US LLP
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
Score breakdown · what drove the 74 / 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
| Initial term | 10 years |
|---|---|
| Renewal term | 10 years |
| Allowed renewalsℹ | 1 |
| Territory type | ZIP Code |
| Protected territory | Yes |
| Territory population | 1,200 |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Termination notice | 30 days |
| Curable defaultsℹ | 1 |
| Mandatory arbitration | Yes |
| Jury trial waiver | Yes |
| Governing law | Michigan |
| Litigation count | 14 |
View Item 3 litigation summary
23 case reference(s): 0 pending, 4 settled.
Items 10, 11
Training & Operations
- Classroom training
- 147 hrs
- On-the-job training
- 16 hrs
- Training location
- On-site and corporate
- Franchisor financing
- Offered
- Item 10
- POS system
- Calculated Care
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Calculated Care
Item 20 · call current owners
Franchisee Contacts
99 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
CarePatrol · FDD (2026) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a CarePatrol franchise?
The total investment to open a CarePatrol franchise ranges from $65K – $136K, with an initial franchise fee of $57K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do CarePatrol franchise owners earn?
According to Item 19 of the CarePatrol FDD, the average gross sales per unit is $323K. The median is $186K. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is CarePatrol's franchise failure rate?
Based on SBA 7(a) loan data, CarePatrol has a charge-off rate of 2.7% across 37 loans, meaning 2.7% of franchise loans were charged off. Charge-off rates are one proxy for franchise risk, though they do not capture all closures. This data comes from FOIA-sourced SBA lending records.
How many CarePatrol franchise locations are there?
As of their most recent FDD filing, CarePatrol has 215 total units in the United States, including 160 franchised units and 0 company-owned units. 21 new units were opened in the latest reporting year.
Is CarePatrol a good franchise to buy?
FranchiseVerdict rates CarePatrol as a D-grade franchise with a risk score of 74 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.