FranchiseVerdict
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FV-01838·STRONGExcellent95

Options For Senior America

Health & Wellness - OtherFranchising since 2015Website
Investment
$86K – $110K
18th pct Other
Avg revenue
$1.2M
42nd pct Other
Royalty
5.0%
6th pct Other
Units
25
54th pct Other
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $86K – $110K including a $48K franchise fee, 5.0% ongoing royalty.
  • Average unit revenue of $1.2M/year (median $785K). Estimated payback in 0.3 years.
  • Rated STRONG with a risk score of 47/100. SBA loan default rate of 0.0% across 8 loans (below the industry average).
  • System growing at 63.6% CAGR over 3 years with 25 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Options For Senior America Franchising, LLC
Incorporated in
Maryland
HQ
6 Montgomery Village Avenue, Suite 330, Gaithersburg, MD 20879
Auditor
Blystone & Bailey, CPAs, PC
Audited financials
Franchisor revenue
$461K
vs $423K 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 Options For Senior America unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $1,153,317
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: $86K–$110K
Working capital
$
FDD reports $9K–$15K

Unlevered ROIC · per unit

230%

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
$254K
EBITDA margin
22.0%
Total invested
$110K
Payback
5 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 Options For Senior America units return on equity?

Edit assumptions

Equity IRR · 5-yr

31.6%

3.94× MOIC

Year-1 DSCR

2.55×

EBITDA ÷ debt service

Equity required

$7.1M

on $17.3M purchase

Total debt

$10.2M

SBA $5.0M + senior + seller note

SBA 7(a) request ($8.6M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Options For Senior America franchisees operate in-home care and senior services, managing caregiver networks, client acquisition, and service delivery for elderly clients. Day-to-day operations involve scheduling caregivers, client intake and management, billing/collections, and regulatory compliance specific to senior care licensing.

CEO
Radhik Patel
Founded
2005
FDD year
2025
States available
10

Item 7 · what it costs

The Vitals

Total investment
$86K – $110K
All-in to open one unit
Liquid capital
$9K – $15K
Cash you must have on hand
Franchise fee
$48K
Royalty
5.0%
Gross Sales · typical 6–8%
Ad fund
n/d
Total fee load
5.0%
vs 9–13% typical
Payback period
0.3 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$1.2M
Per unit, per year
Median gross sales
$785K
Item 19 type
Existing Outlets
Transparency
8 / 5
vs category median 4 / 5 · above
Revenue rank42th
vs Health & Wellness - Other peers
Investment cost rank18th
Lower investment ranks lower (better)
Royalty rate rank6th
Lower royalty = lower percentile (better)
Unit count rank54th
vs Health & Wellness - Other peers
Risk score rank12th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
25
Opened
8
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
7
Corporate units in the system
% franchised
72%
vs corporate-owned
Multi-unit owners
50.0%
Net growth (yr3)
+63.6%
Net unit change last year
3-yr CAGR
+63.6%
Compounded over last 3 years
2023
18+7
Franchised units
2024
11
Franchised units
2025
11
Franchised units

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

Item 20 · 22 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 · 22 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
8
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

47
Risk · 0-100
STRONG47 / 100

Senior care franchise shows strong revenue potential but lacks financial transparency, raises franchisor stability questions, and exhibits aggressive growth that may prioritize recruitment over franchisee support.

Score breakdown · what drove the 47 / 100 rating

  1. 01MEDNo Item 19 (Financial Performance Representations) disclosed — cannot verify if average $311K net income is achievable or typical
  2. 02HIGHGoing Concern status is FALSE, indicating potential franchisor financial instability or operational concerns
  3. 03MINORHigh royalty + franchise fee burden ($47,500 upfront + 5% of gross sales) against modest net margins may compress profitability
  4. 04MINORExplosive unit growth (63.6% YoY) from only 25 units — suggests either rapid scaling (positive) or unsustainable recruitment (negative); difficult to validate quality
  5. 05MINORSmall system size (25 units) limits peer support network and increases franchisor dependency risk

Severity inferred from the FDD text · not a regulatory classification

FDD Items 5, 6, 12, 17 · continued from Risk & Legal

Contract & Territory Detail

Territory
Standard Territory / Protected Market
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
0
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
40 hrs
On-the-job training
20 hrs
POS system
AxisCare and QuickBooks
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

31 numbers

Locked
(301) 562-••••
The franchisor is Options For Senior America Franchising, LLC, located at
MD
(301) 562-••••
Options For Senior America, Gaithersburg
MD
(817) 275-••••
Granbury, Texas
TX

One-time purchase · CSV download · Validation questions included

FDD download

Options For Senior America · FDD (2025) PDF

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