HomeWell Care Services Franchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
Analysis by FranchiseVerdict Research · Methodology
HomeWell Care Services is an in-home care franchise providing non-medical personal care and companionship to seniors and disabled adults. Franchisees run an agency recruiting caregivers, scheduling visits, and managing client care in a service area.
FranchiseVerdict summary · 2026
A HomeWell Care Services franchise requires a total initial investment of $54K – $234K, including a $50K franchise fee and an ongoing 5.0% royalty[2]. Per the 2025 FDD, average unit revenue was $1.3M[2]. FranchiseVerdict grade: A (Strongest tier), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2025 FDD issuance
Overview
- Investment
- $54K – $234K
- 9th pct Senior Care
- Avg gross sales
- $1.3M
- 27th pct Senior Care
- Royalty
- 5.0%
- 5th pct Senior Care
- Units
- 179
- 74th 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 $54K – $234K including a $50K franchise fee, 5.0% ongoing royalty.
- RETURNSAverage unit revenue of $1.3M/year.
- RISKVerdict A (Strongest tier), verdict score 96/100 (higher is better).
- GROWTHSystem growing at 45.5% CAGR over 3 years with 179 total units. Strong expansion trajectory.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- HomeWell Franchising Inc.
- Parent company
- Haase Holdings, LLC
- Ultimate parent
- MPP HW Holdings, LLC
- CEO title
- Chief Executive Officer
- Crystal Franz
- Incorporated in
- TX
- HQ
- 812 Sheppard Road, Burkburnett, TX 76354
- Auditor
- Citrin Cooperman & Company, LLP
- Audited financials
- Franchisor revenue
- $8.5M
- vs $6.2M prior year
Independent franchisee associations
- Franchise Advisory Council (FAC)
Franchisee-led councils or alliances disclosed in Item 20. Indicates operator voice.
Affiliated brands
- HomeWell Franchising of Canada
Other brands the franchisor or its parent operates (Item 1).
Overview
About
- CEO
- Crystal Franz
- Headquarters
- TX
- Founded
- 2002
- FDD year
- 2025
- States available
- 33
Can you afford it, and what does the money buy?
Entry cost runs 44% 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 | $50K | $50K |
| Working capital (3–6 mo) | $10K | $33K |
| Equipment, build-out, other | $0 | $151K |
| Total initial investment | $54K | $234K |
Source: HomeWell Care Services 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
- $54K – $234K
- Top 40% of category vs category
- Liquid capital req'd
- $10K – $33K
- Top 40% of category vs category
- Franchise fee
- $50K – $50K
- Top 40% of category vs category
- Royalty
- 5.0%
- Set by a formula · typical 6–8%
- Ad fund
- 2.0%
- typical 3–5%
- Total fee load
- 7.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 5.0% of gross sales |
| Marketing / ad fund | 2.0% of gross sales |
| Training fee | $5K |
| Transfer fee | $0 |
| Renewal fee | $2K |
| Total fee load | 7.0% of rev |
What do units actually make?
Average unit sales run 8% above the senior care norm.
Source: FDD 2025 · Item 19
Single-unit · not modelled
Returns at a glance
An FDD discloses gross sales, not profit, and the operating costs that turn one into the other are in no filing. We publish no modelled return for HomeWell Care Services until someone supplies them — yours, in the models below.
—
Not modelled yet
An FDD discloses gross sales, not profit. We hold no sourced figure for 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.
Total invested capital · disclosed
$166K
Item 7 initial investment plus working capital, as filed — the one figure here that needs no assumption.
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
What one unit earns on your invested capital
Model A · Single-Unit Return
Computes unlevered return on invested capital (ROIC) for a single franchise unit, read against the 30–60% reference band · Yale SOM, Post-MBA Path Exhibit 2 (2023). Below that band a passive index fund likely outperforms; above it the franchisor has pricing power you're subsidizing.
Note: Item 19 revenue is what the franchisor discloses, and it is the top line only — gross sales are not profit. No FDD discloses the operating costs that turn one into the other, so those fields start empty and nothing is modelled until you supply them from your own lease quote, labor market and build-out budget.
Returns model · single-unit ROIC
What would one HomeWell Care Services 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 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.
What 25 units return when you use SBA financing
Model B · Return on Equity: Debt-Financed Acquisition
Models a 25-unit portfolio acquisition financed with an SBA 7(a) loan. Shows equity IRR (your return on cash invested), DSCR (how safely the cash flow covers debt service), and the capital stack (SBA + seller + equity breakdown).
This is the “search fund” or “entrepreneurship through acquisition” scenario: you buy an existing multi-unit operator, use leverage to amplify returns, and either operate or hire management. The 25-unit size is the typical minimum for an SBA-backed franchise portfolio acquisition to pencil as a full-time income.
What “return on equity” means here: if you put in $500K of your own cash and the business generates enough EBITDA to pay down debt and grow, your equity IRR is the annual return on that $500K, including the value created when you eventually sell. Target IRR for a search fund is typically 25–35%.
Not modelled yet
An FDD discloses gross sales, not profit. We hold no sourced figure for 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.
A 25-unit return is built on a per-unit EBITDA. Fill in the operating costs in Model A above and this model runs on that figure, or take the whole scenario to the full ROI workbench, where the portfolio and LBO models accept your own per-unit economics directly.
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
- Avg gross sales
- $1.3M
- Per unit/yr · from the Item 19 franchised-cohort breakdown (no single system-wide average disclosed)
Gross sales are revenue before expenses — not profit. Actual owner earnings depend on rent, labor, royalties, marketing fees, and debt service.
- Item 19 type
- Gross Revenues by business segment and years in operation
- Sample size
- 34 outlets
- vs category median 22
- Reporting year
- 2024
- Fiscal year the figures cover
- Source filing
- FDD 2025
- Disclosed in the 2025 filing, covering 2024
- Transparency
- 3 / 10
- vs category median 4 / 10 · below
Compared against 79 Senior Care brands
Revenue is 9.1x the investment midpoint. At typical franchise margins, this suggests a payback under 3 years.
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Unit economics
Average unit generates $1.3M/year in gross sales. Revenue-to-investment ratio: 9.1x.
Fee burden
Total ongoing fee load of 7.0% (near the Senior Care average).
Disclosure
Transparency score 3/10 — moderate disclosure depth. Average and range data are available but detailed cohort breakdowns may be limited.
Operator retention
System expanding at 45.5% CAGR over 3 years across 179 units — operators are staying and new ones are joining.
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 HomeWell Care Services Compares
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 179
- Opened
- 39
- Last reporting year
- Closed
- 0
- Terminated
- 5
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 5.0%
- Company-owned
- 0
- Corporate units in the system
- % franchised
- 100%
- vs corporate-owned
- Net growth (3-yr)
- +45.5%
- Net unit change over 3 years
- 3-yr CAGR
- +45.5%
- Compounded over last 3 years
3-year detail · Item 20
- Opened (3yr)
- 86
- Closed (3yr)
- 1
- Terminated (3yr)
- 8
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 7
- Reacquired (3yr)
- 0
- Franchisor bought back
- Transfer rate
- 25.0%
- Owners selling to other franchisees
- Ceased ops
- 25.0%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 31 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 contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
- Total loans
- 31
- Loan volume
- $4.8M
- Median loan
- $156K
- average
- Charge-off rate
- N/A
- no resolved loans yet — rate needs a terminal outcome
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- N/A
- 5-yr charge-off
- 0.0%
- Loans approved 2021+
- Active lenders
- 9
- Defaults
- 0
Vintage analysis
HomeWell Care Services charge-off rate by loan vintage
Top lenders financing HomeWell Care Services franchisees
Showing 3 of 9 lenders. The full breakdown — every lender, state distribution, interest rates & risk ratings — is in the SBA Lending Report below.
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into HomeWell Care Services's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 9 lenders with concentration factor
- Per-state charge-off rates across 15 states
- Startup risk premium and job creation velocity
Instant access. No subscription.
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
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.
Litigation (Item 3)
1) California DFPI consent order (Jan 2024) for franchise law violations. 2) Junzi Holdings v. HomeWell (AAA arbitration, 2020-2021) — franchisee claims denied except negligent representation; HomeWell ordered to pay $112,634 plus interest and AAA fees.
Largest disclosed settlement: $112,634
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Citrin Cooperman & Company, LLP
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Consolidated total revenues for HomeWell Franchising Inc. and Subsidiaries: $8,515,095 (2024), $6,239,806 (2023). Composed of franchise fees, royalties, brand fund fees, and other revenues. Audited by Citrin Cooperman & Company, LLP.
ⓘ 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: Yes
- Kickbacks from required suppliers: Yes
- Must buy proprietary products: No
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: Yes
Score breakdown · what drove the 96 / 100 verdict
- 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
- 03MINORUnprotected territory creates direct competition risk from other HomeWell franchisees and company-owned locations in same market
- 04MINOR5% royalty on gross (not net) revenues means franchisees pay royalties even during unprofitable periods
- 05MINORStrong 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
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 |
| Allowed renewalsℹ | 1 |
| Territory type | protected |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory population | 350,000 |
| Online sales rightsℹ | Granted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Curable defaultsℹ | 2 |
| Mandatory arbitration | Yes |
| Arbitration location | Wichita County, Texas |
| Jury trial waiver | No |
| Governing law | TX |
| Litigation count | 2 |
View Item 3 litigation summary
1) California DFPI consent order (Jan 2024) for franchise law violations. 2) Junzi Holdings v. HomeWell (AAA arbitration, 2020-2021) — franchisee claims denied except negligent representation; HomeWell ordered to pay $112,634 plus interest and AAA fees.
Items 10, 11
Training & Operations
- Classroom training
- 39 hrs
- On-the-job training
- 72 hrs
- Training location
- Virtual and franchisee's office; may be offered in-person in Burkburnett, TX
- Ongoing training
- Required
- Field support
- 72 hrs/yr
- On-site visits per year
- Site selection
- Franchisee with franchisor approval
- Franchisor financing
- Not offered
- Item 10
- POS system
- WellSky Personal Care
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: WellSky Personal Care
Item 20 · call current owners
Franchisee Contacts
101 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
HomeWell Care Services · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a HomeWell Care Services franchise?
The total investment to open a HomeWell Care Services franchise ranges from $54K – $234K, with an initial franchise fee of $50K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do HomeWell Care Services franchise owners earn?
According to Item 19 of the HomeWell Care Services FDD, the average gross sales per unit is $1.3M. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is Item 19 in the HomeWell Care Services 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 HomeWell Care Services FDD and qualifies whose outlets they describe.
What is HomeWell Care Services's franchise failure rate?
SBA 7(a) loan charge-off data is not available for HomeWell Care Services (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 HomeWell Care Services franchise locations are there?
As of their most recent FDD filing, HomeWell Care Services has 179 total units in the United States, including 179 franchised units and 0 company-owned units. 39 new units were opened in the latest reporting year.
Is HomeWell Care Services a good franchise to buy?
FranchiseVerdict rates HomeWell Care Services as a A-grade franchise with a verdict score of 96 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.