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 $0 – $50K franchise fee and an ongoing 5.0% royalty[2]. Per the 2025 FDD, average unit revenue was $1.3M[2]. SBA 7(a) loans show a 0.0% charge-off rate across 31 loans[1]. 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
- 8th pct Senior Care
- Avg gross sales
- $1.3M
- 44th pct Senior Care
- Royalty
- 5.0%
- 4th pct Senior Care
- Units
- 179
- 75th pct Senior Care
- SBA charge-off
- 0.0%
- % of SBA 7(a) loans not repaid · median varies by category
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
- Total investment $54K – $234K including a $50K franchise fee, 5.0% ongoing royalty.
- Average unit revenue of $1.3M/year.
- Verdict A (Strongest tier), verdict score 100/100 (higher is better). SBA loan charge-off rate of 0.0% across 31 loans (well below the franchise average, based on all SBA 7(a) franchise lending, 2010–2025).
- 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
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 43% 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
- Middle of category vs category
- Royalty
- 5.0%
- 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% below the senior care norm.
Source: FDD 2025 · Item 19
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$236K
18.0% margin
Unlevered ROIC
143%
EBITDA / total invested capital
Payback
8 mo
cash-on-cash, unlevered
Financial Performance
- Avg gross sales
- $1.3M
- Per unit/yr · from the Item 19 franchised-cohort breakdown (no single system-wide average disclosed)
- Median gross sales
- N/A
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
- 93 units
- vs category median 16 · large
- Range (low → high)
- $0→$22.5M
- Cohort dispersion (min → max)
- Reporting year
- 2025
- Fiscal year the figures cover
- Transparency
- 3 / 10
- vs category median 4 / 10 · below
Compared against 80 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
- 0.0%
- rates vary by category · see methodology
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.
With a 0.0% charge-off rate across 31 loans, banks have historically viewed this brand favorably for lending.
What could kill this investment?
SBA loans charge off at 0.0% — 100% below the 16.0% national norm, i.e. lower lender-observed risk.
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)
ⓘ 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 100 / 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
- 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
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
102 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 HomeWell Care Services's franchise failure rate?
Based on SBA 7(a) loan data, HomeWell Care Services has a charge-off rate of 0.0% across 31 loans, meaning 0.0% of franchise loans were charged off. Charge-off rates are one proxy for franchise risk, though they do not capture all closures. This data comes from FOIA-sourced SBA lending records.
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 100 out of 100 (higher is better), based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. 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.