HomeWell Care Services
Bottom line
- Total investment $54K – $234K including a $50K franchise fee, 5.0% ongoing royalty.
- Average unit revenue of $2.2M/year.
- Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 61 loans (below the industry average).
- System growing at 45.5% CAGR over 3 years with 179 total units — strong expansion trajectory.
Item 1 · who you're contracting with
The Franchisor
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 HomeWell Care Services unit return on the cash you put in?
Unlevered ROIC · per unit
305%
Above typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 HomeWell Care Services units return on equity?
Equity IRR · 5-yr
24.9%
3.04× MOIC
Year-1 DSCR
3.40×
EBITDA ÷ debt service
Equity required
$19.6M
on $35.2M purchase
Total debt
$15.5M
SBA $5.0M + senior + seller note
Overview
About
HomeWell Care Services franchisees operate in-home care businesses, recruiting and managing caregiver staff to provide non-medical personal care, companionship, and assistance with activities of daily living to elderly and disabled clients. Franchisees handle local marketing, client acquisition, caregiver hiring/training, scheduling, billing, and customer service within their assigned service area. Operations are labor-intensive with recurring revenue from private-pay and insurance clients.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 32 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).
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.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
HomeWell Care Services presents moderate-to-high risk due to recent regulatory enforcement, prior litigation over misrepresentation, lack of profitability transparency, unprotected territories, and gross-revenue royalty structure—growth metrics mask underlying franchisee financial performance questions.
Score breakdown · what drove the 49 / 100 rating
- 01MINOR2024 California regulatory Consent Order regarding misrepresentation of financial performance and registration compliance—active regulatory scrutiny
- 02MINOR2020-2021 arbitration loss with damages award signals contract enforcement issues and prior misrepresentation claims with area representatives
- 03MEDNo Item 19 (Average Unit Volume) disclosed despite $2.19M average revenue—lack of transparency on franchisee profitability metrics
- 04MINORUnprotected territory creates direct competition risk from other HomeWell franchisees and company-owned locations in same market
- 05MINOR5% royalty on gross (not net) revenues means franchisees pay royalties even during unprofitable periods
- 06MINORStrong YoY growth (23.4%) may reflect aggressive recruitment rather than franchisee success—unit growth without profitability disclosure is concerning
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
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
98 numbers
One-time purchase · CSV download · Validation questions included
FDD download
HomeWell Care Services · FDD (2025) PDF