FranchiseVerdict
Home Helpers Home Care logo
FV-01208·STRONGExcellent95

Home Helpers Home Care

Health & Wellness - Senior CareFranchising since 1997Website
Investment
$113K – $162K
63rd pct Senior Care
Avg revenue
$1.7M
58th pct Senior Care
Royalty
6.0%
37th pct Senior Care
Units
316
90th pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $113K – $162K including a $50K franchise fee, 6.0% ongoing royalty.
  • Average unit revenue of $1.7M/year (median $1.1M).
  • Rated STRONG with a risk score of 46/100. SBA loan default rate of 0.0% across 75 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
H.H. FRANCHISING SYSTEMS, INC.
Parent company
Home Helpers Holding Company
Incorporated in
Ohio
HQ
10101 Alliance Road, Suite 300, Blue Ash, Ohio 45242
Auditor
Cohen & Co
Audited financials
Franchisor revenue
$15.5M
vs $16.4M 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 Home Helpers Home Care unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,724,854
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: $113K–$162K
Working capital
$
FDD reports $43K–$65K

Unlevered ROIC · per unit

198%

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
$379K
EBITDA margin
22.0%
Total invested
$191K
Payback
6 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 Home Helpers Home Care units return on equity?

Edit assumptions

Equity IRR · 5-yr

26.9%

3.29× MOIC

Year-1 DSCR

3.05×

EBITDA ÷ debt service

Equity required

$13.1M

on $25.9M purchase

Total debt

$12.8M

SBA $5.0M + senior + seller note

SBA 7(a) request ($12.9M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Home Helpers franchisees operate in-home personal care and non-medical assistance services for elderly, disabled, and post-recovery patients. Day-to-day operations include recruiting and managing caregiving staff, scheduling client visits, maintaining regulatory compliance (background checks, training), managing client billing and insurance claims, and delivering or overseeing direct care services in clients' homes.

CEO
Emma R. Dickison
Founded
1997
FDD year
2024
States available
39

Item 7 · what it costs

The Vitals

Total investment
$113K – $162K
All-in to open one unit
Liquid capital
$43K – $65K
Cash you must have on hand
Franchise fee
$50K
Royalty
6.0%
Percentage of Gross Revenues · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
8.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.7M
Per unit, per year
Median gross sales
$1.1M
Item 19 type
Historical Gross Revenues
Sample size
146 units
vs category median 23 · large
Range (low → high)
$25K$25.2M
Cohort dispersion
Transparency
4 / 5
vs category median 4 / 5 · typical
Revenue rank58th
vs Health & Wellness - Senior Care peers
Investment cost rank63th
Lower investment ranks lower (better)
Royalty rate rank37th
Lower royalty = lower percentile (better)
Unit count rank90th
vs Health & Wellness - Senior Care peers
Risk score rank19th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
316
Opened
31
Last reporting year
Closed
9
Turnover rate
2.8%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
+3.9%
Net unit change last year
3-yr CAGR
+2.6%
Compounded over last 3 years
2022
316+12
Franchised units
2023
304
Franchised units
2024
308
Franchised units

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

Item 20 · 10 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 · 10 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
75
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

46
Risk · 0-100
STRONG46 / 100

Home Helpers presents meaningful caution due to undisclosed profitability metrics, active litigation, slow growth, and lack of transparent Item 19 data in a competitive home care market.

Score breakdown · what drove the 46 / 100 rating

  1. 01MEDNo Item 19 (Average Unit Volume) disclosed despite $1.7M average revenue claim — unable to verify profitability or typical franchisee returns
  2. 02HIGHActive litigation: royalty collection suit indicates franchisor enforcement issues; tortious interference case suggests franchisor disputes with franchisees or partners
  3. 03MINORSlow system growth of only 3.9% YoY with 316 units suggests market saturation or franchisee struggles in home care sector
  4. 04MINORRoyalty structure (6% down to 4%) on thin-margin home care operations may be unsustainable for franchisees with <30% net margins
  5. 05MEDHigh initial investment ($113K-$162K) relative to disclosed revenue lacks corresponding profitability transparency

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 Code based
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Restricted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
2
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
Ohio

Item 11

Training & Operations

Classroom training
35 hrs
On-the-job training
0 hrs
POS system
WellSky
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

23 numbers

Locked
(904) 922-••••
FL
(503) 986-••••
GA
(860) 240-••••
CT

One-time purchase · CSV download · Validation questions included

FDD download

Home Helpers Home Care · FDD (2024) PDF

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