FranchiseVerdict
Seniors Helping Seniors logo
FV-02281·STRONGExcellent95

Seniors Helping Seniors

Health & Wellness - Senior CareFranchising since 2006Website
Investment
$95K – $173K
48th pct Senior Care
Avg revenue
$906K
27th pct Senior Care
Royalty
6.0%
37th pct Senior Care
Units
226
82nd pct Senior Care
SBA default
0.0%
vs <3% typical

Bottom line

  • Total investment $95K – $173K including a $55K franchise fee, 6.0% ongoing royalty.
  • Average unit revenue of $906K/year (median $668K).
  • Rated STRONG with a risk score of 39/100. SBA loan default rate of 0.0% across 74 loans (below the industry average).
  • System growing at 65.9% CAGR over 3 years with 226 total units — strong expansion trajectory.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Seniors Helping Seniors, LLC
Incorporated in
Delaware
HQ
50 Grandview Boulevard, Wyomissing Hills, PA 19609
Auditor
Maillie LLP
Audited financials
Franchisor revenue
$7.9M
vs $10.7M 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 Helping Seniors unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $905,861
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: $95K–$173K
Working capital
$
FDD reports $5K–$11K

Unlevered ROIC · per unit

147%

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
$208K
EBITDA margin
23.0%
Total invested
$142K
Payback
8 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 Seniors Helping Seniors units return on equity?

Edit assumptions

Equity IRR · 5-yr

35.0%

4.48× MOIC

Year-1 DSCR

2.33×

EBITDA ÷ debt service

Equity required

$5.1M

on $14.5M purchase

Total debt

$9.3M

SBA $5.0M + senior + seller note

SBA 7(a) request ($7.2M) exceeds the $5M program cap. Excess capped automatically; backfill via conventional or equity.

Overview

About

Franchisees operate a home care referral and service business, matching trained caregivers with seniors requiring non-medical assistance (companionship, errands, light housekeeping, mobility support). Revenue is generated through service fees charged to client families, with franchisees managing caregiver recruitment, scheduling, client acquisition, and quality assurance in their protected territory.

CEO
Philip W.S. Yocom
Founded
2005
FDD year
2026
States available
39

Item 7 · what it costs

The Vitals

Total investment
$95K – $173K
All-in to open one unit
Liquid capital
$5K – $11K
Cash you must have on hand
Franchise fee
$55K
Royalty
6.0%
Gross Sales · typical 6–8%
Ad fund
1.0%
typical 3–5%
Total fee load
37.0%
vs 9–13% typical

Item 19

Financial Performance

Avg gross sales
$906K
Per unit, per year
Median gross sales
$668K
Item 19 type
Historical Revenue
Sample size
134 units
vs category median 23 · large
Range (low → high)
$20K$5.2M
Cohort dispersion
Transparency
5 / 5
vs category median 4 / 5 · above
Revenue rank27th
vs Health & Wellness - Senior Care peers
Investment cost rank48th
Lower investment ranks lower (better)
Royalty rate rank37th
Lower royalty = lower percentile (better)
Unit count rank82th
vs Health & Wellness - Senior Care peers
Risk score rank2th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
226
Opened
54
Last reporting year
Closed
1
Turnover rate
0.4%
Company-owned
2
Corporate units in the system
% franchised
99%
vs corporate-owned
Net growth (yr3)
+24.4%
Net unit change last year
3-yr CAGR
+65.9%
Compounded over last 3 years
2024
224+44
Franchised units
2025
180
Franchised units
2026
135
Franchised units

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

Item 20 · 23 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 · 23 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
74
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

39
Risk · 0-100
STRONG39 / 100

Seniors Helping Seniors presents caution-level risk due to absent profitability disclosure, prior litigation over contract terms, and inability to validate ROI on a mid-five-figure investment in a labor-intensive service model.

Score breakdown · what drove the 39 / 100 rating

  1. 01MEDNo Item 19 (Average Net Income) disclosed — unable to validate profitability claims against $95K-$173K investment
  2. 02HIGHTwo material litigations involving contract/FDD disputes and Master License Agreements suggest governance and disclosure issues
  3. 03MED24.4% YoY unit growth is healthy but masked by undisclosed average net income — cannot assess if growth is profitable
  4. 04MEDHigh franchise fee ($55K) + total investment ($95K-$173K) against disclosed average revenue ($905K) requires validation
  5. 05MEDService-based model (in-home senior care) carries high labor costs, turnover, and liability risks not addressed in disclosed data

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
Protected territory
Yes
Initial term
10 years
Renewal term
10 years
Online sales rights
Granted
Franchisor can compete
Yes
Hire a manager?
Allowed
Litigation count
2
Right of first refusal
Yes
Franchisor can buy back on resale
Mandatory arbitration
No
Jury trial waiver
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Optional
Governing law
Pennsylvania

Item 11

Training & Operations

Classroom training
64 hrs
On-the-job training
20 hrs
POS system
QuickBooks Online
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

97 numbers

Locked
(706) 206-••••
GA
(408) 816-••••
CA
(240) 432-••••
MD

One-time purchase · CSV download · Validation questions included

FDD download

Seniors Helping Seniors · FDD (2026) PDF

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