Senior Helpers franchise research

Investment by format

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

Investment sourceFDD p.23 ↗

Franchise fees and ongoing costs

Franchise fee

$55,000 to $75,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.

Royalty

5% · 5% of Gross Sales for each preceding two-week period (2.5% during first 6 months for new franchisees who sign and pay at Discovery Day); after Year 1, greater of 5% of Gross Sales or a tiered Minimum Periodic Royalty Payment

Marketing contribution

2% (basis not captured; see original filing)

Technology fee

IT Fee: currently $465/month (<50 employees), $485/month (50-99 employees), $535/month (100+ employees); may increase with 30 days notice plus up to 10% admin fee

Other fees

Not captured

Working capital (FDD Item 7)

$36,200 - $39,800 (new business) or $36,000 - $60,500 (re-sale) for initial payroll/payroll taxes, ongoing royalty and Marketing Fund contributions, professional fees, rent, IT fees, and other operating costs during the first 3 months

Fees sourceFDD p.16 ↗

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.23 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

Actual historical annual Gross Revenue (average, median, range, and % of units above average) per franchised business, segmented into 5 tenure cohorts; also a combined P&L/EBITDA for the 2 company-owned locations

Reporting period

Calendar year January 1, 2025 to December 31, 2025

Sample

241 franchised businesses open 60+ months (largest cohort reported); total of 346 franchised businesses across all 5 tenure cohorts (60+, 48-59, 36-47, 24-35, 12-23 months) that operated the entire 2025 calendar year and at least 12 months

Reported average

$1,839,518

Reported median

$1,452,858

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.57 ↗

Unit growth: Item 20

Reporting year

2025

Scope

franchised outlets

Starting outlets

355

Year-end outlets

394

Net change

+39

Derivation

ending minus starting outlets

Openings

49

Terminations

10

Non-renewals

0

Other closures

0

Reacquisitions

0

Transfers

12

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.61 ↗

SBA loan history

Loan activity

93 approvals

Activity window

FY2021-FY2026 YTD; snapshot 2026-06-30

Median SBA loan

$164,000

Median loan window

FY2023-FY2026 YTD through 2026-06-30

Median loan sample

68 loans

Historical charge-off share

9.80%

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

5 / 51

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 Senior Helpers franchise cost?

standard (new franchised business): $176,500 to $231,500; re-sale/transfer (excludes purchase consideration): $87,700 to $230,000 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $55,000 to $75,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.23 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Senior Helpers owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Actual historical annual Gross Revenue (average, median, range, and % of units above average) per franchised business, segmented into 5 tenure cohorts; also a combined P&L/EBITDA for the 2 company-owned locations. Sample: 241 franchised businesses open 60+ months (largest cohort reported); total of 346 franchised businesses across all 5 tenure cohorts (60+, 48-59, 36-47, 24-35, 12-23 months) that operated the entire 2025 calendar year and at least 12 months. Period: Calendar year January 1, 2025 to December 31, 2025.

Item 19 performance sourceFDD p.57 ↗

What's the SBA charge-off rate for Senior Helpers?

9.80%; numerator / denominator: 5 / 51. 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: $164,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 68 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗