FranchiseVerdict
Trua Senior Living Locators logo
FV-02797·MODERATEExcellent86

Trua Senior Living Locators

Health & Wellness - Senior CareFranchising since 2023Website
Investment
$73K – $119K
24th pct Senior Care
Avg revenue
$494K
15th pct Senior Care
Royalty
8.0%
56th pct Senior Care
Units
5
15th pct Senior Care
SBA default

Bottom line

  • Total investment $73K – $119K including a $53K franchise fee, 8.0% ongoing royalty.
  • Average unit revenue of $494K/year. Estimated payback in 0.3 years.
  • Rated MODERATE with a risk score of 60/100.
  • No protected territory and the franchisor reserves the right to compete in your area. Clarify territorial boundaries before signing.

Item 1 · who you're contracting with

The Franchisor

Legal entity
Senior Living Locators Franchising, LLC
Incorporated in
Kentucky
HQ
39 Sunnymede Drive, Fort Mitchell, Kentucky 41017
Auditor
Metwally CPA PLLC
Audited financials
Franchisor revenue
$4K
vs $119K 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 Trua Senior Living Locators unit return on the cash you put in?

Revenue · per unit, per year
$
FDD Item 19 reports $493,684
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: $73K–$119K
Working capital
$
FDD reports $6K–$25K

Unlevered ROIC · per unit

88%

Above typical band (30–60%)

0%30–60% Yale band80%

Store EBITDA · annual
$99K
EBITDA margin
20.0%
Total invested
$112K
Payback
14 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 Trua Senior Living Locators units return on equity?

Edit assumptions

Equity IRR · 5-yr

49.9%

7.57× MOIC

Year-1 DSCR

1.88×

EBITDA ÷ debt service

Equity required

$1.3M

on $6.4M purchase

Total debt

$5.1M

SBA $3.2M + senior + seller note

Overview

About

Trua Senior Living Locators operates as a senior care placement and referral service, helping families navigate assisted living, memory care, and senior housing options. Franchisees generate revenue by matching seniors with appropriate facilities, earning commissions or placement fees from partner providers. Day-to-day activities include client consultations, facility research, marketing to families, and relationship management with senior living communities.

CEO
Matt Staley
Founded
2023
FDD year
2026
States available
3

Item 7 · what it costs

The Vitals

Total investment
$73K – $119K
All-in to open one unit
Liquid capital
$6K – $25K
Cash you must have on hand
Franchise fee
$53K
Royalty
8.0%
Gross Sales · typical 6–8%
Ad fund
2.0%
typical 3–5%
Total fee load
10.0%
vs 9–13% typical
Payback period
0.3 yrs
From v3 / Item 19

Item 19

Financial Performance

Avg gross sales
$494K
Per unit, per year
Median gross sales
Item 19 type
Actual Gross Sales, Placements, and Expenses
Sample size
2 units
vs category median 23 · small
Range (low → high)
$310K$678K
Cohort dispersion
Transparency
7 / 5
vs category median 4 / 5 · above
Revenue rank15th
vs Health & Wellness - Senior Care peers
Investment cost rank24th
Lower investment ranks lower (better)
Royalty rate rank56th
Lower royalty = lower percentile (better)
Unit count rank15th
vs Health & Wellness - Senior Care peers
Risk score rank60th
Lower risk = lower percentile (better)

Item 20 · unit dynamics

The Growth Chart

Total units
5
Opened
3
Last reporting year
Closed
0
Turnover rate
0.0%
Company-owned
1
Corporate units in the system
% franchised
80%
vs corporate-owned
Net growth (yr3)
Outlier (see FDD)
Likely small-sample artifact
2024
4+3
Franchised units
2025
1
Franchised units
2026
0
Franchised units

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

Item 20 · 8 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 · 8 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.

No SBA loan data available for this brand.

FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17

Risk & Legal

60
Risk · 0-100
MODERATE60 / 100

Extremely early-stage franchise system (5 units) with unproven business model, unprotected territory, undisclosed fee structures, and potential franchisor financial distress—suitable only for risk-tolerant investors comfortable with pioneer-stage ventures.

Score breakdown · what drove the 60 / 100 rating

  1. 01MINOROnly 5 units in system with extreme 300% YoY growth suggests minimal historical track record and unproven scalability
  2. 02MINORNo protected territory creates direct competition risk and cannibalization between franchisees in same market
  3. 03MEDMinimum monthly royalty fee requirement structure not disclosed—unclear floor obligation could strain cash flow
  4. 04HIGHGoing Concern status is False, indicating potential financial distress or operational instability at franchisor level
  5. 05MINORItem 19 (Financial Performance Representations) appears absent—avg revenue/net income figures cannot be verified against FDD disclosures
  6. 06MINORHigh franchise fee ($52,500) relative to only 5 existing units raises questions about franchisor viability and support infrastructure
  7. 07MED8% royalty on $493K avg revenue = $39.5K annual royalty burden plus undisclosed minimum fee creates profitability pressure

Severity inferred from the FDD text · not a regulatory classification

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

Contract & Territory Detail

Territory
Geographic area
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
Yes
Non-compete
2 yrs
Post-termination restriction
Owner-operator
Required
Governing law
Kentucky

Item 11

Training & Operations

Classroom training
88 hrs
On-the-job training
26 hrs
POS system
Monday and 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

12 numbers

Locked
(843) 241-••••
SC
(404) 431-••••
GA
(864) 387-••••
SC

One-time purchase · CSV download · Validation questions included

FDD download

Trua Senior Living Locators · FDD (2026) PDF

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