Research preview · Archived source data · Not independently reviewed · Automated extraction

Senior & Home Care · Brand S3123

CarePatrol franchise research

Costs by format. Disclosure context. Historical loan evidence. Know what is captured and what still needs diligence.

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Source: FDD issued Not captured · SBA data through Jun 30, 2026 · Automated extraction, not human-reviewed · View all sources

Investment
Not captured (invalid or incomplete range)
Single unit - Reduced Initial Fee territory · +5 more
Royalty
10%
Standard Offering: 10% of Gross Sales (months 1-24), 12% from month 25 on, each subject to a monthly minimum ($300 rising to $1,500); Reduced Initial Fee Offering: 15% of Gross Sales with higher minimums; Community Coverage Market: tiered 10%/8%/6% of monthly Gross Sales with minimums. Due 25th of month, collected two months in arrears.
Working capital
Additional Funds - 3-6 months: $20,000 - $40,000 (single unit); $30,000 - $60,000 (multiple unit)
FDD Item 7
Units
215
+14 net in 2025
SBA loans approved
32
FY2021 to FY2026 YTD
SBA charge-off share
Small sample
historical, not a failure rate

Investment by format

Estimated initial investment by named format
FormatDisclosed range
Single unit - Reduced Initial Fee territoryNot captured (invalid or incomplete range)
Single unit - Community Coverage Market territoryNot captured (invalid or incomplete range)
Single unit - Standard territoryNot captured (invalid or incomplete range)
Multiple unit - Reduced Initial Fee (2-3 units)$101,920 to $176,220
Multiple unit - Community Coverage Market (2-3 units)$112,420 to $185,220
Multiple unit - Standard (2-3 units)$166,420 to $263,220

Format-specific estimates only. Do not combine one format's minimum with another format's maximum.

Investment sourceFDD p.34 ↗

Franchise fees and ongoing costs

Franchise fee
$20,000 to $57,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.
Royalty
10% · Standard Offering: 10% of Gross Sales (months 1-24), 12% from month 25 on, each subject to a monthly minimum ($300 rising to $1,500); Reduced Initial Fee Offering: 15% of Gross Sales with higher minimums; Community Coverage Market: tiered 10%/8%/6% of monthly Gross Sales with minimums. Due 25th of month, collected two months in arrears.
Marketing contribution
1% (basis not captured; see original filing)
Technology fee
$449 per month
Other fees
Ongoing Contact Center Fee $799/month after month 6; National Advertising Fee minimum $300/month; National Invoicing Fee $0-$200 per partner-facility placement invoice
Working capital (FDD Item 7)
Additional Funds - 3-6 months: $20,000 - $40,000 (single unit); $30,000 - $60,000 (multiple unit)

Fees sourceFDD p.24 ↗

Working capital is drawn from Item 7. The Investment source below locates the investment section, not an independently verified working-capital scalar.

Investment sourceFDD p.34 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured
Yes
Metric / basis
Average and median annual gross sales by franchise territory (Table A) and by owner (Table B), by time in business; average placement fee (Table C); average consolidated income statement with EBITDA and net income (Table D)
Reporting period
Calendar year 2025 (Jan 1 - Dec 31, 2025)
Sample
174 territories (Table A); 141 owners (Table B); 210 offices (Table C); Table D based on 1,224 reported location-months
Reported average
$322,639
Reported median
$186,094

Owner income is not captured. Gross sales and EBITDA are not owner pay. Results depend on the disclosed metric, sample and period; consult the full filing.

Item 19 performance sourceFDD p.60 ↗

Unit growth: Item 20

Reporting year
2025
Scope
franchised outlets
Starting outlets
201
Year-end outlets
215
Net change
+14
Derivation
ending minus starting outlets
Openings
21
Terminations
5
Non-renewals
1
Other closures
1
Reacquisitions
0
Transfers
6

Transfers are not closures. Net change is ending minus starting outlets for the stated scope and year, or complete openings less terminations, non-renewals, other closures and reacquisitions. Missing inputs stay unknown.

Unit growth sourceFDD p.66 ↗

SBA loan history

Loan activity
32 approvals
Activity window
FY2021-FY2026 YTD; snapshot 2026-06-30
Median SBA loan
$150,000
Median loan window
FY2023-FY2026 YTD through 2026-06-30
Median loan sample
25 loans
Historical charge-off share
Suppressed: fewer than 10 seasoned loans
Cohort
7(a) FY2010-2019 approvals
Numerator / denominator
0 / 4
Formula
CHGOFF / (PIF + CHGOFF + EXEMPT) × 100

This is a historical loan-level share, not a franchise failure probability or location survival rate. Loan size is not total investment. Other loan statuses are excluded from the seasoned denominator. Activity combines 7(a) and 504 approvals, excluding canceled and not-funded records; this is not a rolling five-year count. FY2024-25 franchise tags are sparse after directory suspension; fewer tagged loans do not establish brand decline. Recent charge-off cohorts are immature.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median loan amounts are financing context, not startup cost. The median window is separate from the seasoned charge-off cohort.

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Questions before you invest

How much does CarePatrol franchise cost?

Single unit - Reduced Initial Fee territory: Not captured (invalid or incomplete range); Single unit - Community Coverage Market territory: Not captured (invalid or incomplete range); Single unit - Standard territory: Not captured (invalid or incomplete range); Multiple unit - Reduced Initial Fee (2-3 units): $101,920 to $176,220; Multiple unit - Community Coverage Market (2-3 units): $112,420 to $185,220; Multiple unit - Standard (2-3 units): $166,420 to $263,220 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $20,000 to $57,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.34 ↗

Franchise fee sourceFDD · page not captured ↗

How much do CarePatrol owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Average and median annual gross sales by franchise territory (Table A) and by owner (Table B), by time in business; average placement fee (Table C); average consolidated income statement with EBITDA and net income (Table D). Sample: 174 territories (Table A); 141 owners (Table B); 210 offices (Table C); Table D based on 1,224 reported location-months. Period: Calendar year 2025 (Jan 1 - Dec 31, 2025).

Item 19 performance sourceFDD p.60 ↗

What's the SBA charge-off rate for CarePatrol?

Suppressed: fewer than 10 seasoned loans; numerator / denominator: 0 / 4. Historical 7(a) FY2010-2019 approvals; CHGOFF / (PIF + CHGOFF + EXEMPT) × 100, snapshot 2026-06-30. This is not a franchise failure probability. Median SBA loan: $150,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 25 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Sources and data details

Every figure above links to the page of the filing it was read from. These are the document IDs, page pointers and checksums behind them, for anyone who wants to audit the data.

Show document IDs, page pointers and hashes
Fees

Original source · FDD issued: Not captured; Registry received: 04/03/2026
Document: 35822-202604-10; document SHA-256: ed1450dc24ffbb2a89992f40c32cab8441f19714d239dc25b0acd08fcdad7a74
PDF page: 24; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Investment

Original source · FDD issued: Not captured; Registry received: 04/03/2026
Document: 35822-202604-10; document SHA-256: ed1450dc24ffbb2a89992f40c32cab8441f19714d239dc25b0acd08fcdad7a74
PDF page: 34; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Franchise fee

Original source · FDD issued: Not captured; Registry received: 04/03/2026
Document: 35822-202604-10; document SHA-256: ed1450dc24ffbb2a89992f40c32cab8441f19714d239dc25b0acd08fcdad7a74
PDF page: Not captured; pointer: source-known-page-unknown. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Enrichment generated: 2026-10-03T11:34:53.025030+00:00

Item 19 performance

Original source · FDD issued: Not captured; Registry received: 04/03/2026
Document: 35822-202604-10; document SHA-256: ed1450dc24ffbb2a89992f40c32cab8441f19714d239dc25b0acd08fcdad7a74
PDF page: 60; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

Unit growth

Original source · FDD issued: Not captured; Registry received: 04/03/2026
Document: 35822-202604-10; document SHA-256: ed1450dc24ffbb2a89992f40c32cab8441f19714d239dc25b0acd08fcdad7a74
PDF page: 66; pointer: scalar-page-match. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d

SBA loans

Original source · SBA snapshot: 2026-06-30
Document: FOIA_7a_FY2010_FY2019_asof_260630.csv; document SHA-256: 01a3e2c7988a6f4052e53f218a309feb2ec2fe42887bebdc0fa94ac8b1024ade
PDF page: Not captured; pointer: raw-aggregate-recomputed. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Input document hashes: FOIA_7a_FY2010_FY2019_asof_260630.csv: 01a3e2c7988a6f4052e53f218a309feb2ec2fe42887bebdc0fa94ac8b1024ade; FOIA_7a_FY2020_Present_asof_260630.csv: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe; FOIA_504_FY2010_Present_asof_260630.csv: 8c0e15414217254bcde2a253a8f17418b3dc65ce78dbc56cc1f1ab05c4a05ad4; code_map.csv: df55c53a0afc764ee1507d535a1924a3fab105a6daca0143ca56d9791d385d7b

Median SBA loan

Original source · SBA snapshot: 2026-06-30
Document: FOIA_7a_FY2020_Present_asof_260630.csv; document SHA-256: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe
PDF page: Not captured; pointer: raw-median-recomputed. Not independently reviewed.
Dataset generated: 2026-10-03T02:32:20.074756+00:00; dataset version: f8a919ba13aeff8e04da22842f084c7fb459e532543a173426eaa34a86deca5d
Input document hashes: FOIA_7a_FY2020_Present_asof_260630.csv: 6c1e9132b5141a19f82bdc8ccafb86c9a01662461cad41ddb36a3cf409d8a4fe; code_map.csv: df55c53a0afc764ee1507d535a1924a3fab105a6daca0143ca56d9791d385d7b
Enrichment generated: 2026-10-03T11:34:53.025030+00:00
Program: 7(a); Amount column: GrossApproval