Home Matters Caregiving Franchise Cost, Revenue & Review 2026
Data from FDD filing
Analysis by FranchiseVerdict Research · Methodology
Home Matters Caregiving is a senior care franchise providing non-medical in-home care and companionship. Franchisees run local agencies, recruiting caregivers and managing scheduling, client care, and billing.
FranchiseVerdict summary · 2026
A Home Matters Caregiving franchise requires a total initial investment of $75K – $122K, including a $52K franchise fee and an ongoing 6.0% royalty[2]. The 2025 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: C (Average), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2025 FDD issuance
Overview
- Investment
- $75K – $122K
- 22nd pct Senior Care
- Avg gross sales
- N/A
- 2 outlets
- Royalty
- 6.0%
- 41st pct Senior Care
- Units
- 2
- 3rd pct Senior Care
- SBA charge-off
- N/A
Quick verdict · Senior Care · color = vs category peers
Green = favorable by >10% vs Senior Care avg · No shading = within ±10% · Red = unfavorable by >10% · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Bottom line
- COSTTotal investment $75K – $122K including a $52K franchise fee, 6.0% ongoing royalty.
- RETURNSFigures from the audited financial statements of Senior Healthcare Investments, LLC (the franchisor of Home Matters Caregiving) for the fiscal year ended December 31, 2021 (prior year 2020), audited by Marrs Bergquist, CPAs. Single entity; no parent/guarantor presented. Statements in whole US dollars (no scaling). Total revenue of $149,029 = franchise fees $139,216 + royalty fees $9,813; prior year (2020) revenue $60,996. Other income (net) of $626 is reported below operating loss (not part of revenue). Net loss $(153,297). Balance sheet reconciles: total assets $520,039 = total liabilities $644,489 + members' deficit $(124,450).
- RISKVerdict C (Average), verdict score 40/100 (higher is better).
- DATANo Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- Senior HealthCare Investments, LLC
- CEO title
- Chief Executive Officer
- Jeffrey Giedt
- Incorporated in
- WY
- HQ
- 12725 SW Millikan Way, Suite 300 Beaverton, OR 97005
- Auditor
- Marrs Bergquist, CPAs
- Audited financials
- Franchisor revenue
- $149K
- vs $61K prior year
Overview
About
- CEO
- Jeffrey Giedt
- Headquarters
- OR
- Founded
- 2020
- FDD year
- 2025
- States available
- 8
Can you afford it, and what does the money buy?
Entry cost runs 62% below the typical senior care franchise.
Source: FDD 2025 · Items 5–7
FDD Item 7 · 2025 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $52K | $52K |
| Working capital (3–6 mo) | $25K | $50K |
| Equipment, build-out, other | $0 | $20K |
| Total initial investment | $75K | $122K |
Source: Home Matters Caregiving 2025 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $75K – $122K
- Top 40% of category vs category
- Liquid capital req'd
- $25K – $50K
- Middle of category vs category
- Franchise fee
- $52K – $52K
- Middle of category vs category
- Royalty
- 6.0%
- percentage · typical 6–8%
- Ad fund
- 1.0%
- typical 3–5%
- Total fee load
- 7.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 1.0% of gross sales |
| Technology fee | $275 |
| Transfer fee | $5K |
| Renewal fee | $10K |
| Total fee load | 7.0% of rev |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Home Matters Caregiving did not disclose financial performance in FDD Item 19. The ROIC and return models require Item 19 revenue. Without it all inputs are estimates. You can still run the calculator with your own assumptions by entering an expected revenue figure.
Returns model · single-unit ROIC
What would one Home Matters Caregiving unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
99%
Above the 30–60% band. Verify revenue is per-unit average
These models are for research and scenario planning only. Not investment advice. Actual results depend on your specific location, management, and market conditions. Consult a franchise attorney and accountant before signing any franchise agreement.
Item 19 · Source: 2025 FDD
Financial Performance
Figures from the audited financial statements of Senior Healthcare Investments, LLC (the franchisor of Home Matters Caregiving) for the fiscal year ended December 31, 2021 (prior year 2020), audited by Marrs Bergquist, CPAs. Single entity; no parent/guarantor presented. Statements in whole US dollars (no scaling). Total revenue of $149,029 = franchise fees $139,216 + royalty fees $9,813; prior year (2020) revenue $60,996. Other income (net) of $626 is reported below operating loss (not part of revenue). Net loss $(153,297). Balance sheet reconciles: total assets $520,039 = total liabilities $644,489 + members' deficit $(124,450).
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Fee burden
Total ongoing fee load of 7.0% (near the Senior Care average).
Disclosure
Franchisor chose not to disclose financial performance representations. You will need to gather unit economics directly from existing franchisees.
Multi-unit rate
Only 1% of franchisees own multiple units. Could indicate challenging economics or a young system where operators haven't had time to expand.
Source: FDD Item 19 financial performance representations and publicly filed FDD data. Past performance is not indicative of future results. Verify all figures with the franchisor and current franchisees before making any investment decision.
vs Senior Care averages
How Home Matters Caregiving Compares
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 2
- Opened
- 1
- Last reporting year
- Closed
- 0
- Turnover rate
- 0.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 50%
- vs corporate-owned
- Multi-unit owners
- 1.0%
3-year detail · Item 20
- Opened (3yr)
- 1
- Closed (3yr)
- 0
- Terminated (3yr)
- 0
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 0
- Reacquired (3yr)
- 0
- Franchisor bought back
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 12 · 8 states reported
The Territory Map
FDD Item 12 reports the state count, but the specific list isn't in our current data. The map will appear once we re-extract from the FDD or enough franchisee contacts are available.
8
states with franchisees (per FDD Item 12)
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
What could kill this investment?
Source: SBA 7(a) FOIA · FDD Items 3, 21
Risk analysis
FranchiseVerdict rating + FDD Items 3, 4, 8, 16, 21
Risk & Legal
Early-stage franchise with critical financial transparency gaps, unclear unit economics, and franchisor stability concerns that demand exceptional due diligence before investment.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Marrs Bergquist, CPAs
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
ⓘ These are the parent company's consolidated financials (the parent guarantees the franchisor), not this brand's standalone results — the figure reflects the whole corporate group, not this brand alone.
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: No
- Restricted to system-approved products: Yes
Score breakdown · what drove the 40 / 100 verdict
- 01MEDNo Item 19 (Average Unit Volume) disclosed — impossible to validate ROI claims or benchmark performance
- 02HIGHGoing Concern status is FALSE, indicating potential financial instability at franchisor level
- 03MED6% royalty on undisclosed revenue provides no way to assess true profitability or franchisor sustainability
- 04MINOREarly-stage franchise with minimal franchisee base limits peer reference availability and institutional knowledge
- 05MEDNo litigation disclosed does not equal clean history; newly formed systems often lack lawsuit history simply due to age
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Ongoing fees run about 7.0% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2025 · Items 11, 12, 17
FDD Items 12, 15, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 10 years |
| Territory type | protected |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory population | 200,000 |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Optional |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 50 mi |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | Arizona |
| Jury trial waiver | Yes |
| Governing law | AZ |
| Litigation count | 0 |
Items 10, 11
Training & Operations
- Classroom training
- 72 hrs
- On-the-job training
- 0 hrs
- Training location
- Portland, Oregon (Operations Headquarters) or other designated location; pre-training modules online from franchisee's location
- Ongoing training
- Required
- Time to open
- 3 mo
- From signing to launch
- Site selection
- Franchisor must accept location (if leased); home-based operations do not require site approval
- Franchisor financing
- Not offered
- Item 10
- POS system
- Clearcare
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Clearcare
Item 20 · call current owners
Franchisee Contacts
23 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Home Matters Caregiving · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Home Matters Caregiving franchise?
The total investment to open a Home Matters Caregiving franchise ranges from $75K – $122K, with an initial franchise fee of $52K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Home Matters Caregiving franchise owners earn?
Home Matters Caregiving does not disclose average franchise owner earnings in their FDD Item 19. Not all franchisors are required to make financial performance representations. We recommend asking existing franchisees directly about their financial experience.
What is Item 19 in the Home Matters Caregiving FDD?
The FDD section where a franchisor may disclose financial performance of its outlets. Disclosure is optional and formats vary; figures are typically gross sales, which is revenue before expenses, not profit. FranchiseVerdict extracts these figures directly from the Home Matters Caregiving FDD and qualifies whose outlets they describe.
What is Home Matters Caregiving's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Home Matters Caregiving (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many Home Matters Caregiving franchise locations are there?
As of their most recent FDD filing, Home Matters Caregiving has 2 total units in the United States, including 1 franchised units and 1 company-owned units. 1 new units were opened in the latest reporting year.
Is Home Matters Caregiving a good franchise to buy?
FranchiseVerdict rates Home Matters Caregiving as a C-grade franchise with a verdict score of 40 out of 100 (higher is better), 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.
For franchisors
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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.