FranchiseVerdict
Seniors Blue Book logo
FV-02280·STRONGExcellent81

Seniors Blue Book

Formerly known as Sunbelt Business Brokers

Business Services - OtherFranchising since 2012Website
Investment
$78K – $165K
66th pct Other
Avg revenue
57th pct Other
Royalty
6.0%
0th pct Other
Units
19
36th pct Other
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $78K – $165K including a $50K franchise fee, 6.0% ongoing royalty.
  • No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
  • Rated STRONG with a risk score of 54/100. SBA loan default rate of 0.0% across 12 loans (below the industry average).

Item 1 · who you're contracting with

The Franchisor

Legal entity
Seniors Blue Book Franchising LLC
Parent company
Seniors Blue Book Inc. ("SBBI")
Incorporated in
Colorado
HQ
12228 South 1840 East, Draper, Utah 84020
Auditor
Kezos & Dunlavy
Audited financials
Franchisor revenue
$181K
vs $237K 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 Seniors Blue Book 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: generic
COGS
%
Labor
%
Rent / occupancy
%
Other operating
%
Total invested capital · what you actually put in
Initial investment
$
FDD Item 7: $78K–$165K
Working capital
$
FDD reports $914–$4K

Unlevered ROIC · per unit

97%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$120K
EBITDA margin
16.0%
Total invested
$124K
Payback
12 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

Seniors Blue Book franchisees operate a senior care referral and directory service, connecting elderly clients with local vetted service providers (home care, assisted living, medical services, etc.). Day-to-day work involves local marketing to seniors and families, managing client relationships, vetting provider partners, and earning referral commissions while paying 6% royalties to the franchisor.

CEO
Oliver Hersch
Founded
2012
FDD year
2026
States available
11

Item 7 · what it costs

The Vitals

Total investment
$78K – $165K
All-in to open one unit
Liquid capital
$914 – $4K
Cash you must have on hand
Franchise fee
$50K
Royalty
6.0%
Gross Revenues · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
7.0%
vs 9–13% typical

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
19
Opened
2
Last reporting year
Closed
2
Turnover rate
10.5%
Company-owned
7
Corporate units in the system
% franchised
63%
vs corporate-owned
Net growth (yr3)
+0.0%
Net unit change last year
3-yr CAGR
-14.3%
Compounded over last 3 years
2024
12-1
Franchised units
2025
12
Franchised units
2026
14
Franchised units

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

Item 20 · 13 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 · 13 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
12
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

54
Risk · 0-100
STRONG54 / 100

Seniors Blue Book presents caution-level risk due to lack of financial transparency (no Item 19), micro-scale system (19 units), unclear franchisor viability, and substantial upfront costs without disclosed revenue/profit benchmarks.

Score breakdown · what drove the 54 / 100 rating

  1. 01MEDNo Item 19 (Average Revenue/Net Income) disclosed — impossible to assess ROI on $77,614-$165,116 investment
  2. 02MINOROnly 19 units across entire system indicates minimal scale and network effects; growth trajectory unknown
  3. 03HIGHGoing Concern = False suggests potential financial instability or operational challenges at franchisor level
  4. 04MINORHigh initial investment ($50,000 franchise fee + $27,614-$115,116 startup costs) with no performance benchmarks to validate payback period
  5. 05MED6% royalty on undisclosed revenue makes it difficult to model actual franchise profitability
  6. 06MINOR7-year term is relatively short for service-based franchise; renewal risk unknown

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Population-based (individuals aged 65+)
Protected territory
Yes
Initial term
7 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
Colorado

Item 11

Training & Operations

Classroom training
61 hrs
On-the-job training
15 hrs
POS system
Computer System (proprietary software/Sugar CRM)
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

13 numbers

Locked
(605) 773-••••
SD
(517) 373-••••
MI
(410) 576-••••
MD

One-time purchase · CSV download · Validation questions included

FDD download

Seniors Blue Book · FDD (2026) PDF

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