Owl Be There Franchise Cost, Revenue & Review 2026
Data from FDD filing
Analysis by FranchiseVerdict Research · Methodology
Owl Be There is a senior services franchise providing senior-living placement and referral services to families. Franchisees run home-based operations, matching seniors with care communities for referral fees.
FranchiseVerdict summary · 2026
A Owl Be There franchise requires a total initial investment of $113K – $137K, including a $60K franchise fee. The 2026 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: B (Above average), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2026 FDD issuance
Overview
- Investment
- $113K – $137K
- 63rd pct Senior Care
- Avg gross sales
- N/A
- Royalty
- N/A
- Units
- 7
- 28th 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 $113K – $137K including a $60K franchise fee.
- RETURNSMean fiscal-2025 gross sales of the three single-territory franchised businesses open the full year (printed p.39). All three are in high-cost metros the FDD names as above the US average, and the company-owned location reported $663,592.
- RISKVerdict B (Above average), verdict score 58/100 (higher is better).
- DATAItem 19 reports outlet revenue, but not in a form that yields a per-outlet average we can compare across brands. Ask franchisees directly for full unit-level revenue.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- Owl Be There Franchising, LLC
- Parent company
- OBT Corporation
- CEO title
- Co-Founder & Chief Executive Officer
- David Greenwood
- Incorporated in
- VA
- HQ
- 6200 Rolling Road, #2400, Springfield, Virginia 22152
- Auditor
- DA Advisory Group PLLC
- Audited financials
- Franchisor revenue
- $494K
- vs $205K prior year
Affiliated brands
- Custom Senior Living Search
- Owl Be There Intellectual Property
Other brands the franchisor or its parent operates (Item 1).
Overview
About
- CEO
- David Greenwood
- Headquarters
- VA
- Founded
- 2020
- FDD year
- 2026
- States available
- 5
Can you afford it, and what does the money buy?
Entry cost runs 52% below the typical senior care franchise.
Source: FDD 2026 · Items 5–7
Full Item 7 breakdown13 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $60K | $60K | |
| Onboarding and Training Feenot refundable | $15K | $15K | |
| Travel & Expenses During Training | $2K | $4K | |
| Start-Up Kit Feenot refundable | $5K | $5K | |
| CSA Certification | $990 | $990 | |
| NPRA Membership | $399 | $399 | |
| Computer System | $0 | $3K | |
| General Supplies | $200 | $400 | |
| Insurance | $2K | $3K | |
| Professional Fees, Business Licenses, Legal Fees | $850 | $3K | |
| Professional Development / Business Coaching | $6K | $6K | |
| Rent and Utilities | — | — | |
| Additional Funds - 3 Months | $22K | $38K | |
| Total initial investment | $113K | $137K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $113K – $137K
- Middle of category vs category
- Liquid capital req'd
- $22K – $38K
- Middle of category vs category
- Franchise fee
- $60K – $60K
- Bottom third — review vs category
- Royalty
- Greater of 6.5%-10% of Gross Sales per tier ($0-$20K at 1…
- Ad fund
- $250 per month (National Brand Fund flat fee, not to exce…
- Total fee load
- 6.5%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Technology fee | $800 |
| Training fee | $15K |
| Transfer fee | $15K |
| Renewal fee | $8K |
| Total fee load | 6.5% of rev |
What do units actually make?
Source: FDD 2026 · Item 19
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Owl Be There did not disclose financial performance in FDD Item 19. The ROIC and return models require Item 19 revenue. Without it all inputs are estimates. You can still run the calculator with your own assumptions by entering an expected revenue figure.
Returns model · single-unit ROIC
What would one Owl Be There unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
77%
Above the 30–60% band. Verify revenue is per-unit average
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: 2026 FDD
Financial Performance
Mean fiscal-2025 gross sales of the three single-territory franchised businesses open the full year (printed p.39). All three are in high-cost metros the FDD names as above the US average, and the company-owned location reported $663,592.
- Item 19 type
- gross sales
- Sample size
- 3 franchisees
- vs category median 22 · small
- Range (low → high)
- $110K→$153K
- Cohort dispersion (min → max)
- Reporting year
- 2025
- Fiscal year the figures cover
- Source filing
- FDD 2026
- Disclosed in the 2026 filing, covering 2025
- Transparency
- 4 / 10
- vs category median 4 / 10 · typical
Compared against 79 Senior Care brands
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Fee burden
Total ongoing fee load of 6.5% — below the Senior Care average of 7.7%.
Disclosure
Item 19 reports outlet revenue, but not in a form that yields a per-outlet average we can compare across brands.
Operator retention
Net unit growth of +50.0% over 3 years (4 opened, 3 closed).
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 Owl Be There Compares
Is the system healthy?
Source: FDD 2026 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 7
- Opened
- 4
- Last reporting year
- Closed
- 3
- Turnover rate
- 50.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 86%
- vs corporate-owned
- Net growth (3-yr)
- +50.0%
- Net unit change over 3 years
- 3-yr CAGR
- +50.0%
- Compounded over last 3 years
3-year detail · Item 20
- Opened (3yr)
- 4
- Closed (3yr)
- 0
- Terminated (3yr)
- 3
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 0
- Reacquired (3yr)
- 0
- Franchisor bought back
- Termination rate
- 0.1%
- Franchisor-initiated terminations
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 12 · 5 states reported
The Territory Map
FDD Item 12 reports the state count, but the specific list isn't in our current data. The map will appear once we re-extract from the FDD or enough franchisee contacts are available.
5
states with franchisees (per FDD Item 12)
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA 7(a) and 504 loan disclosures, public data unique to FranchiseVerdict.
No SBA loan data available for this brand.
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
Early-stage franchisor with undisclosed profitability metrics, minimal unit count, high cost structure relative to reported revenues, and insufficient franchisee financial performance data to validate investment viability.
Litigation (Item 3)
0 case reference(s): 0 pending, 0 settled.
Largest disclosed settlement: $59,900
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · DA Advisory Group PLLC
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: Yes
- Must buy proprietary products: No
- Restricted to system-approved products: Yes
Score breakdown · what drove the 58 / 100 verdict
- 01MEDNet Income not disclosed in FDD Item 19 — cannot validate profitability claims or ROI timeline
- 02MEDOnly 7 units system-wide indicates early-stage franchise with limited proven model and scalability
- 03MINORHigh royalty structure (6.5-10% + minimum monthly fee) creates dual burden; minimum fee amount not specified
- 04MINOR20% YoY growth from minimal base (7 units) is mathematically modest and sustainability is unproven
- 05MINOR10-year term is lengthy commitment for unproven brand with no franchisee track record data available
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
Ongoing fees run about 6.5% of sales (royalty + ad fund), before rent and labor.
Source: FDD 2026 · 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 | 700,000 |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 75 mi |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Termination groundsℹ | 1 |
| Curable defaultsℹ | 1 |
| Mandatory arbitration | Yes |
| Arbitration location | Springfield, Virginia |
| Jury trial waiver | No |
| Governing law | VA |
| Litigation count | 0 |
View Item 3 litigation summary
0 case reference(s): 0 pending, 0 settled.
Items 10, 11
Training & Operations
- Classroom training
- 132 hrs
- On-the-job training
- 0 hrs
- Training location
- Northern VA, OBT Training Center (pre-opening in-person); post-opening via Zoom/teleconference or in-person
- Ongoing training
- Required
- Time to open
- 3 mo
- From signing to launch
- Franchisor financing
- Not offered
- Item 10
- POS system
- QuickBooks Online
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: QuickBooks Online
Item 20 · call current owners
Franchisee Contacts
18 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Owl Be There · FDD (2026) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Owl Be There franchise?
The total investment to open a Owl Be There franchise ranges from $113K – $137K, with an initial franchise fee of $60K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Owl Be There franchise owners earn?
Owl Be There does not disclose average franchise owner earnings in their FDD Item 19. Not all franchisors are required to make financial performance representations. We recommend asking existing franchisees directly about their financial experience.
What is Item 19 in the Owl Be There 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 Owl Be There FDD and qualifies whose outlets they describe.
What is Owl Be There's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Owl Be There (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 Owl Be There franchise locations are there?
As of their most recent FDD filing, Owl Be There has 7 total units in the United States, including 6 franchised units and 1 company-owned units. 4 new units were opened in the latest reporting year.
Is Owl Be There a good franchise to buy?
FranchiseVerdict rates Owl Be There as a B-grade franchise with a verdict score of 58 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.