Oasis Senior Advisors
Bottom line
- Total investment $68K – $114K including a $60K franchise fee.
- Average unit revenue of $230K/year.
- Rated STRONG with a risk score of 42/100. SBA loan default rate of 0.0% across 43 loans (below the industry average).
- Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
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 Oasis Senior Advisors unit return on the cash you put in?
Unlevered ROIC · per unit
49%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Oasis Senior Advisors units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$643K
on $3.2M purchase
Total debt
$2.6M
SBA $1.6M + senior + seller note
Overview
About
Oasis Senior Advisors franchisees provide advisory services to seniors and families navigating senior living options, care planning, and related services. Day-to-day work involves client consultations, facility referrals, care coordination, and relationship management within a protected territory. Revenue is typically generated through placement fees, advisory retainers, and referral commissions from senior living communities and service providers.
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 · 24 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
Moderate-to-cautionary risk profile driven by lack of Item 19 earnings disclosure and sluggish unit growth that prevents validation of profitability claims.
Score breakdown · what drove the 42 / 100 rating
- 01MEDNet income not disclosed in FDD Item 19 — cannot verify actual profitability against $229,617 average revenue claim
- 02MINORSlow unit growth of 6.5% YoY suggests market saturation or franchisee satisfaction issues in senior care advisory space
- 03MEDHigh royalty range (6-10%) combined with undisclosed net income creates uncertainty on take-home profit after fees
- 04MINORInitial investment ($67,589-$113,739) is substantial for a service-based business with opaque earnings
- 05MINORSenior care advisory is relationship-dependent and vulnerable to economic downturns affecting client referrals
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
71 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Oasis Senior Advisors · FDD (2025) PDF