FranchiseVerdict
Homewatch CareGivers logo
FV-01218·STRONGExcellent95

Homewatch CareGivers

Health & Wellness - Senior CareFranchising since 1996Website
Investment
$92K – $154K
47th pct Senior Care
Avg revenue
$1.2M
45th pct Senior Care
Royalty
5.0%
6th pct Senior Care
Units
213
79th pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $92K – $154K including a $50K franchise fee, 5.0% ongoing royalty.
  • Average unit revenue of $1.2M/year (median $722K).
  • Rated STRONG with a risk score of 46/100. SBA loan default rate of 0.0% across 112 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Homewatch CareGivers Franchising SPE LLC
Parent company
AB Assetco LLC
Incorporated in
Delaware
HQ
7120 Samuel Morse Drive, Suite 300, Columbia, MD 21046
Auditor
PricewaterhouseCoopers LLP
Audited financials
Franchisor revenue
$191K
vs $219K 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 Homewatch CareGivers unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,234,435
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: $92K–$154K
Working capital
$
FDD reports $25K–$55K

Unlevered ROIC · per unit

174%

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
$284K
EBITDA margin
23.0%
Total invested
$163K
Payback
7 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 Homewatch CareGivers units return on equity?

Edit assumptions

Equity IRR · 5-yr

29.7%

3.67× MOIC

Year-1 DSCR

2.72×

EBITDA ÷ debt service

Equity required

$8.8M

on $19.8M purchase

Total debt

$10.9M

SBA $5.0M + senior + seller note

SBA 7(a) request ($9.9M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Homewatch CareGivers operates a non-medical home care services franchise providing elderly and disabled clients with in-home assistance including companionship, personal care, mobility support, and daily living tasks. Franchisees manage hiring and scheduling of care aides, client acquisition, billing/payroll, and regulatory compliance within their protected territory. Daily operations involve direct client interaction, caregiver supervision, care plan management, and quality assurance.

CEO
Leanne Stapf
Founded
2021
FDD year
2024
States available
31

Item 7 · what it costs

The Vitals

Total investment
$92K – $154K
All-in to open one unit
Liquid capital
$25K – $55K
Cash you must have on hand
Franchise fee
$50K
Royalty
5.0%
Gross Revenue · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
7.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$1.2M
Per unit, per year
Median gross sales
$722K
Item 19 type
Gross Revenue by Years in Business
Sample size
196 units
vs category median 23 · large
Range (low → high)
$53K$24.6M
Cohort dispersion
Transparency
5 / 5
vs category median 4 / 5 · above
Revenue rank45th
vs Health & Wellness - Senior Care peers
Investment cost rank47th
Lower investment ranks lower (better)
Royalty rate rank6th
Lower royalty = lower percentile (better)
Unit count rank79th
vs Health & Wellness - Senior Care peers
Risk score rank19th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
213
Opened
16
Last reporting year
Closed
25
Turnover rate
11.7%
Company-owned
0
Corporate units in the system
% franchised
100%
vs corporate-owned
Net growth (yr3)
-4.1%
Net unit change last year
3-yr CAGR
+0.5%
Compounded over last 3 years
2022
213-9
Franchised units
2023
222
Franchised units
2024
212
Franchised units

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

Item 20 · 28 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 · 28 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
112
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

Declining unit count, undisclosed profitability, litigation history, and high investment costs create a CAUTION-level risk profile requiring deep franchisee validation before commitment.

Score breakdown · what drove the 46 / 100 rating

  1. 01MEDUnit decline of 4.1% YoY indicates shrinking franchise system despite $1.2M+ average revenue
  2. 02MEDNet income not disclosed in Item 19 prevents ROI validation; only gross revenue available
  3. 03HIGHLitigation history shows aggressive enforcement against franchisees, including trade secret claims and non-compete actions
  4. 04MEDHigh initial investment ($92K-$154K) relative to disclosed profitability metrics creates elevated financial risk
  5. 05HIGHGoing Concern flag is FALSE but declining unit count (-9 units) suggests potential underlying business model stress
  6. 06MED5% minimum royalty structure with no disclosed floor may create cash flow pressure during market downturns

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
1
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
Maryland

Item 11

Training & Operations

Classroom training
171 hrs
On-the-job training
0 hrs
POS system
Homewatch CareGivers Care+
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

99 numbers

Locked
(954) 645-••••
FL
(626) 386-••••
CA
(656) 600-••••

One-time purchase · CSV download · Validation questions included

FDD download

Homewatch CareGivers · FDD (2024) PDF

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