Prime Senior Placement Franchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
Analysis by FranchiseVerdict Research · Methodology
Prime Senior Placement is a senior services franchise providing senior-living placement and referral services to families. Franchisees run local operations, matching seniors with care communities for referral fees.
FranchiseVerdict summary · 2026
A Prime Senior Placement franchise requires a total initial investment of $75K – $113K, including a $45K franchise fee. The 2025 FDD does not disclose unit-level revenue (no Item 19). FranchiseVerdict grade: C (Average), an editorial assessment, not investment advice. Run a live ROI scan →
Data last verified · figures per the 2025 FDD issuance
Overview
- Investment
- $75K – $113K
- 23rd pct Senior Care
- Avg gross sales
- N/A
- Royalty
- N/A
- Units
- 4
- 15th 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 $75K – $113K including a $45K franchise fee.
- RETURNSNo Item 19 financial performance data disclosed. The franchisor chose not to publish revenue figures.
- RISKVerdict C (Average), verdict score 40/100 (higher is better).
- DATANo Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
Corporate structure & franchisor financials
- Legal entity
- SHM Triad, LLC
- CEO title
- Chief Executive Officer
- Joseph K. Soles
- Incorporated in
- AL
- HQ
- 500 Southland Drive, Suite 224, Birmingham, AL 35226
- Auditor
- KMS Financial Consulting
- Audited financials
- Franchisor revenue
- $2K
- vs $16K prior year
Affiliated brands
- Senior Placement Services
- Your Choice Senior Care Franchising
Other brands the franchisor or its parent operates (Item 1).
Overview
About
- CEO
- Joseph K. Soles
- Headquarters
- AL
- Founded
- 2021
- FDD year
- 2025
- States available
- 4
Can you afford it, and what does the money buy?
Entry cost runs 64% below the typical senior care franchise.
Source: FDD 2025 · Items 5–7
Full Item 7 breakdown14 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $45K | $45K | |
| Franchise Location - Rent/Security Deposit | $0 | $2K | |
| Leasehold Improvement | $0 | $2K | |
| Supplies | $1K | $2K | |
| Signage | $0 | $3K | |
| Utility Deposits, Licenses, Permits | $0 | $2K | |
| Professional Fees | $1K | $3K | |
| Computer Hardware and Software | $2K | $4K | |
| Travel and Living Expenses while Training | $2K | $4K | |
| Insurance | $2K | $5K | |
| Additional Funds - Initial 3 Months | $15K | $30K | |
| State Fees | $1K | $2K | |
| CRM Communication | $5K | $7K | |
| Communications Equipment | $1K | $3K | |
| Total initial investment | $75K | $113K |
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
- $75K – $113K
- Top 40% of category vs category
- Liquid capital req'd
- $15K – $30K
- Top 40% of category vs category
- Franchise fee
- $45K – $45K
- Top 40% of category vs category
- Royalty
- $1,000 to $3,000 per month based on tenure
- Ad fund
- $500
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Training fee | $3K |
| Transfer fee | $10K |
| Renewal fee | $5K |
| Inventory (initial) | $1K – $2K |
ROI & LBO modelsSingle-unit · 25-unit portfolio · editable
Prime Senior Placement 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 Prime Senior Placement unit return on the cash you put in?
Unlevered ROIC · per unit
Estimated return on your total franchise investment, before any debt financing.
103%
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: 2025 FDD
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
Operator outlook
What the numbers say
Data-driven interpretation of this brand's financial disclosures, fee structure, and system trajectory.
Disclosure
Franchisor chose not to disclose financial performance representations. You will need to gather unit economics directly from existing franchisees.
Operator retention
Net unit growth of +200.0% over 3 years (2 opened, 0 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 Prime Senior Placement Compares
Is the system healthy?
Source: FDD 2025 · Item 20
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 4
- Opened
- 2
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 75%
- vs corporate-owned
- Net growth (3-yr)
- +200.0%
- Net unit change over 3 years
3-year detail · Item 20
- Opened (3yr)
- 2
- Closed (3yr)
- 0
- Terminated (3yr)
- 0
- Non-renewed (3yr)
- 0
- Transfers (3yr)
- 0
- Reacquired (3yr)
- 0
- Franchisor bought back
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 12 · 4 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.
4
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 loan disclosures. This brand has only 1 7(a) loan on file; statistical reliability is limited below 10 loans.
- Total loans
- 1
- Loan volume
- $150K
- Median loan
- $150K
- 50th percentile
- Charge-off rate
- N/A
- limited sample (1 loan) — rate not shown below 10
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
- N/A
- Loans approved 2021+
- Active lenders
- 1
- Defaults
- N/A
Explore lender portfolios on Bank Reports or regional data on State Reports.
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
financial_distress flagged but distress_is_early_stage=true: a new 2022 franchisor with only 4 units. Franchisor net worth slightly negative -$23,615 though net income is positive $44,406 on $85,500 revenue. No litigation, bankruptcy, or going-concern; audited. No Item 19. Treated as minor early-stage.
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · KMS Financial Consulting
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Must buy proprietary products: No
- Restricted to system-approved products: Yes
Score breakdown · what drove the 40 / 100 verdict
- 01MINOREarly-stage distress (distress_is_early_stage=true), new 2022 franchisor
- 02MINORSlightly negative net worth -$23,615, but positive net income $44,406
- 03MINORNo Item 19 disclosure
- 04MINORNo litigation/bankruptcy/going-concern; audited
Severity inferred from the FDD text · not a regulatory classification
What are you signing up for?
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 | Designated Territory |
| Protected territory | No |
| Territory population | 400,000 |
| Online sales rights | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Termination notice | 30 days |
| Curable defaultsℹ | 2 |
| Mandatory arbitration | Yes |
| Jury trial waiver | No |
| Governing law | Alabama |
| Litigation count | 0 |
Items 10, 11
Training & Operations
- Classroom training
- 24 hrs
- On-the-job training
- 24 hrs
- Training location
- On-site and off-site
- Site selection
- franchisor
- POS system
- Intuit QuickBooks
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Intuit QuickBooks
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Prime Senior Placement franchise?
The total investment to open a Prime Senior Placement franchise ranges from $75K – $113K, with an initial franchise fee of $45K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Prime Senior Placement franchise owners earn?
Prime Senior Placement 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 Prime Senior Placement 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 Prime Senior Placement FDD and qualifies whose outlets they describe.
What is Prime Senior Placement's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Prime Senior Placement (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 Prime Senior Placement franchise locations are there?
As of their most recent FDD filing, Prime Senior Placement has 4 total units in the United States, including 3 franchised units and 1 company-owned units. 2 new units were opened in the latest reporting year.
Is Prime Senior Placement a good franchise to buy?
FranchiseVerdict rates Prime Senior Placement as a C-grade franchise with a verdict score of 40 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
Are you the franchisor?
If you represent Prime Senior Placement, you can request corrections or provide updated information.
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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.