FranchiseVerdict
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FV-02039·CAUTIONStandard76

Prime Senior Placement

Formerly known as SHM Triad (Senior Home Monitoring)

Health & Wellness - Senior CareFranchising since 2022Website
Investment
$75K – $113K
27th pct Senior Care
Avg revenue
74th pct Senior Care
Royalty
Units
4
13th pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $75K – $113K including a $45K franchise fee.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated CAUTION with a risk score of 75/100. SBA loan default rate of 0.0% across 2 loans (below the industry average).
  • No 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

Legal entity
SHM Triad, LLC
Incorporated in
Alabama
HQ
500 Southland Drive, Suite 224, Birmingham, AL 35226
Auditor
KMS Financial Consulting
Audited financials
Franchisor revenue
$2K
vs $16K 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 Prime Senior Placement unit return on the cash you put in?

Revenue · per unit, per year
$
Item 19 not disclosed — typing your own estimate
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: $75K–$113K
Working capital
$
FDD reports $15K–$30K

Unlevered ROIC · per unit

135%

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
$158K
EBITDA margin
21.0%
Total invested
$117K
Payback
9 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.

Overview

About

Prime Senior Placement franchisees operate a lead generation and placement service connecting seniors with caregiving, assisted living, or in-home support services. Day-to-day work involves marketing to seniors and families, qualifying leads, vetting service providers, managing placements, and earning commissions/referral fees. Success depends heavily on local relationships, regulatory compliance (Medicare/Medicaid rules), and brand reputation.

CEO
Joseph K. Soles
Founded
2021
FDD year
2025
States available
4

Item 7 · what it costs

The Vitals

Total investment
$75K – $113K
All-in to open one unit
Liquid capital
$15K – $30K
Cash you must have on hand
Franchise fee
$45K
Royalty
$1,000 to $3,000 per month based on tenure
Ad fund
$500

Item 19

Financial Performance

This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.

Item 20 · unit dynamics

The Growth Chart

Total units
4
Opened
2
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
75%
vs corporate-owned
Net growth (yr3)
+200.0%
Net unit change last year
2023
3+2
Franchised units
2024
1
Franchised units
2025
0
Franchised units

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

Item 20 · 9 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 · 9 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
2
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

75
Risk · 0-100
CAUTION75 / 100

Extremely high-risk investment in a distressed franchisor with no earnings transparency, unprotected territory, micro-unit base, and going concern status.

Score breakdown · what drove the 75 / 100 rating

  1. 01HIGHGoing concern status indicates franchisor financial distress or viability questions
  2. 02MEDOnly 4 units systemwide with no disclosed average revenue or net income — impossible to validate ROI on $75k-$113k investment
  3. 03MINORNo Item 19 (earnings claims) provided — franchisees have zero baseline to project profitability
  4. 04MINORUnprotected territory creates direct competition risk, especially problematic in senior placement services with local market saturation concerns
  5. 05MEDRoyalties of $1,000-$3,000/month represent 12-48% of typical senior placement margins, viability depends entirely on undisclosed revenue
  6. 06MINORMicro-franchisee base (4 units) means minimal track record; 200% YoY growth from 2 to 4 units is statistically meaningless
  7. 07MINOR10-year term locks franchisee into relationship with financially unstable franchisor without performance guarantees

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Designated Territory
Protected territory
No
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
No
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Alabama

Item 11

Training & Operations

Classroom training
24 hrs
On-the-job training
24 hrs
POS system
Intuit 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

18 numbers

Locked
(317) 232-••••
IN
(608) 266-••••
VA
(217) 782-••••
IL

One-time purchase · CSV download · Validation questions included

FDD download

Prime Senior Placement · FDD (2025) PDF

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