Home Matters Caregiving Franchise Cost, Revenue & Review 2026
- Investment
- $93K – $167K
- Disclosed sales
- not disclosed
- SBA charge-off
- Not SBA-matched
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 $93K – $167K, including a $52K franchise fee and an ongoing 6.0% royalty[2]. This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. FranchiseVerdict grade: B (Above average), an editorial assessment, not investment advice. Run a live ROI scan →
Sources, dates and evidence
FDD issued: · Data extracted: · Last cited check: · Staleness risk: medium - issued 12 to 24 months ago; a newer filing is likely on file
Evidence: strong✓ Investment (Item 7)✓ Item 19 status✓ Units and owners (Item 20)✗ SBA loan coverage✓ Litigation (Item 3)✓ Financial statements (Item 21)✓ Franchisor identityhow this is scored3 of 5 headline figures on this page cite a page of the filing; the rest are marked “Not cited” beside the figure.
Overview
- Investment
- $93K – $167K
- 40th pct Senior Care
- Avg gross sales
- N/A
- Royalty
- 6.0%
- 54th pct Senior Care
- Units
- 17
- 42nd pct Senior Care
- SBA charge-off
- N/A
Quick verdict · Senior Care · color = vs category peers
Green = favorable by >10% vs Senior Care median · 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 $93K – $167K including a $52K franchise fee, 6.0% ongoing royalty.
- RETURNSThis franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
- RISKVerdict B (Above average), verdict score 58/100 (higher is better).
- GROWTHPositive: net +8 franchised outlets in the latest year (8 opened, 0 closed); 4 signed but not yet open (Item 20).
- DATAThis franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
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
- $1.0M
- vs $577K 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 is about typical for a senior care franchise (near the category median).
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) | $30K | $82K |
| Equipment, build-out, other | $11K | $33K |
| Total initial investment | $93K | $167K |
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
- $93K – $167K
- Top 40% of category vs category
- Liquid capital req'd
- $30K – $82K
- Middle of category vs category
- Franchise fee
- $52K – $52K
- Middle of category vs category
- Royalty
- 6.0%
- 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 makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. The return models need a revenue figure to start from, and the operating costs that turn gross sales into a profit are in no FDD. Enter your own and the calculator runs on your assumptions — nothing here is modelled until you do.
Returns model · single-unit ROIC
What would one Home Matters Caregiving unit return on the cash you put in?
Illustrative category typicals — not sourced to any filing, survey or sample. Replace them with figures from franchisee validation calls before you rely on the output.
Unlevered ROIC · per unit
Your modelled return on total invested capital, before any debt financing.
—
An FDD discloses gross sales, not profit. We hold no sourced figure for annual revenue, COGS, labour, rent / occupancy and other operating costs, and will not substitute an assumed one. Enter your own and the model runs on your assumptions.
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
No financial performance representation
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that.
Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
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 median).
Disclosure
This franchisor makes no financial performance representation in Item 19 of its FDD. Item 19 is voluntary under the FTC Franchise Rule, and this filing states that it makes none, so no revenue or earnings figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
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 medians
How Home Matters Caregiving Compares
Category median of published Senior Care brands that report the figure; the middle half spans the 25th to 75th percentile and n counts the brands behind it. Medians are used because a few very large systems pull an average far from the typical brand. Revenue is disclosed gross sales, not profit.
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 17
- Opened
- 8
- Last reporting year
- Closed
- 0
- Turnover rate
- N/A
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 50%
- vs corporate-owned
- Multi-unit owners
- 1.0%
Last fiscal year · Item 20 exits and transfers
- Signed, not yet open
- 4
- 0.24 per open outlet · Item 20 Table 5
- Projected new
- 4
- Franchisor's next-year forecast
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)
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).
ⓘ 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 58 / 100 verdict
- 01MEDNo Item 19 (Average Unit Volume) disclosed — impossible to validate ROI claims or benchmark performance
- 02MED6% royalty on undisclosed revenue provides no way to assess true profitability or franchisor sustainability
- 03MINOREarly-stage franchise with minimal franchisee base limits peer reference availability and institutional knowledge
- 04MEDNo 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 territory |
| 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
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 $93K – $167K, 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 makes no financial performance representation in Item 19 of its FDD - a voluntary item under the FTC Franchise Rule - so no unit revenue figures are disclosed. Declining to publish one is lawful and is not evidence of how the outlets perform. It does mean that less about this brand can be verified from its filing, and the FranchiseVerdict grade - an editorial assessment, not investment advice - reflects that. Item 20 of the FDD lists current and former franchisees; asking them directly is the standard way to fill this gap.
Who owns Home Matters Caregiving?
Home Matters Caregiving is franchised by Senior HealthCare Investments, LLC. Source: FDD Item 1, 2025 filing.
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 17 total units in the United States, including 16 franchised units and 1 company-owned units. 8 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 B-grade franchise with a verdict score of 58 out of 100 (higher is better). The grade is a deterministic score built from six weighted dimensions — financial health, unit economics, unit growth, scale, legal, and transparency — then calibrated against SBA loan charge-off rates and FDD age. Transparency is one of the six, so a filing that discloses less scores lower on that dimension than one that discloses more. 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.