FranchiseVerdict
Home Matters Caregiving logo
FV-01210·MODERATEExcellent81

Home Matters Caregiving

OtherFranchising since 2020Website
Investment
$93K – $167K
32nd pct Other
Avg revenue
50th pct Other
Royalty
6.0%
17th pct Other
Units
17
45th pct Other
SBA default

Bottom line

  • Total investment $93K – $167K including a $52K franchise fee, 6.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated MODERATE with a risk score of 62/100.
  • No 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

Legal entity
Senior HealthCare Investments, LLC
Incorporated in
Wyoming
HQ
12725 SW Millikan Way, Suite 300 Beaverton, OR 97005
Auditor
Marrs Bergquist, CPAs
Audited financials
Franchisor revenue
$577K
vs $1.0M 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 Matters Caregiving unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
Franchisor take · royalty + ad fund
Royaltytyp 68%
%
Ad fundtyp 35%
%
Operating costs · category default: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $93K–$167K
Working capital
$
FDD reports $30K–$82K

Unlevered ROIC · per unit

65%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$120K
EBITDA margin
16.0%
Total invested
$186K
Payback
19 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.

Overview

About

Home Matters Caregiving franchisees operate in-home senior care services, managing caregiver recruitment, training, scheduling, and client relationship management. Day-to-day operations involve managing caregiver teams, responding to client needs, handling billing/payroll, and ensuring compliance with healthcare and employment regulations in their protected territory.

CEO
Jeffrey Giedt
Founded
2020
FDD year
2025
States available
8

Item 7 · what it costs

The Vitals

Total investment
$93K – $167K
All-in to open one unit
Liquid capital
$30K – $82K
Cash you must have on hand
Franchise fee
$52K
Royalty
6.0%
Gross Revenue · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
7.0%
vs 9–13% typical

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
17
Opened
8
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
94%
vs corporate-owned
Multi-unit owners
1.0%
Net growth (yr3)
+100.0%
Net unit change last year
3-yr CAGR
+166.7%
Compounded over last 3 years
2023
16+8
Franchised units
2024
8
Franchised units
2025
6
Franchised units

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

Item 20 · 6 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 · 6 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.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

62
Risk · 0-100
MODERATE62 / 100

Early-stage franchise with critical financial transparency gaps, unclear unit economics, and franchisor stability concerns that demand exceptional due diligence before investment.

Score breakdown · what drove the 62 / 100 rating

  1. 01MEDNo Item 19 (Average Unit Volume) disclosed — impossible to validate ROI claims or benchmark performance
  2. 02HIGHGoing Concern status is FALSE, indicating potential financial instability at franchisor level
  3. 03MINOROnly 17 units system-wide with 100% YoY growth claims lack credibility (could mean growth from 8-9 to 17 units); minimal scale and network effects
  4. 04MINORHigh franchise fee ($52,000) combined with wide investment range ($92,525–$166,500) suggests unclear cost structure and inconsistent startup guidance
  5. 05MED6% royalty on undisclosed revenue provides no way to assess true profitability or franchisor sustainability
  6. 06MINOREarly-stage franchise with minimal franchisee base limits peer reference availability and institutional knowledge
  7. 07HIGHNo 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

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Population-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
0
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
Optional
Governing law
Arizona

Item 11

Training & Operations

Classroom training
62 hrs
On-the-job training
0 hrs
POS system
Wellsky Software
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

21 numbers

Locked
(333) 536-••••
(333) 563-••••
(333) 536-••••

One-time purchase · CSV download · Validation questions included

FDD download

Home Matters Caregiving · FDD (2025) PDF

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