Seniors Helping Seniors franchise research

Investment by format

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

Investment sourceFDD p.18 ↗

Franchise fees and ongoing costs

Franchise fee

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

Royalty

6% · Greater of 6% of Gross Sales up to $400,000 and 5% above $400,000, or a Minimum Monthly Royalty ($450/mo months 4-12, rising to $1,500/mo from month 49); paid monthly

Marketing contribution

1% (basis not captured; see original filing)

Technology fee

Website Fee $30/month (may rise by up to $15/year); Operations CRM $9/client/month with $120 minimum (paid to vendor)

Other fees

Augusta $329/month (vendor); WelcomeHome $200/month (vendor); National Convention $2,500 per person (mandatory)

Working capital (FDD Item 7)

Additional Funds (3 months): $5,000 - $10,700 (both Traditional and Executive Models)

Fees sourceFDD p.14 ↗

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.18 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

Average and median annual revenue (gross) of franchised units, in several cuts (full system; full-time vs part-time; current model; 1st/2nd/3rd year units), plus survey-based client counts, payroll and marketing cost percentages

Reporting period

Calendar years 2023, 2024 and 2025 (latest 2025)

Sample

134 franchise units open the full 2025 year (109 in 2024, 86 in 2023); 81 in 2025 excluding first and second year units

Reported average

Not captured

Reported median

Not captured

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.46 ↗

Unit growth: Item 20

Reporting year

2025

Scope

franchised outlets

Starting outlets

180

Year-end outlets

224

Net change

+44

Derivation

ending minus starting outlets

Openings

54

Terminations

9

Non-renewals

0

Other closures

1

Reacquisitions

0

Transfers

2

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.54 ↗

SBA loan history

Loan activity

39 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

33 loans

Historical charge-off share

Suppressed: fewer than 10 seasoned loans

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

2 / 6

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 Seniors Helping Seniors franchise cost?

Traditional Model (owner-operator), single unit: $95,235 to $155,940; Executive Model (Designated Manager), single unit: $110,235 to $173,140; Development Agreement 2-Pack (Traditional Model, includes first unit opening): $135,235 to $195,940 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $55,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.18 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Seniors Helping Seniors owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Average and median annual revenue (gross) of franchised units, in several cuts (full system; full-time vs part-time; current model; 1st/2nd/3rd year units), plus survey-based client counts, payroll and marketing cost percentages. Sample: 134 franchise units open the full 2025 year (109 in 2024, 86 in 2023); 81 in 2025 excluding first and second year units. Period: Calendar years 2023, 2024 and 2025 (latest 2025).

Item 19 performance sourceFDD p.46 ↗

What's the SBA charge-off rate for Seniors Helping Seniors?

Suppressed: fewer than 10 seasoned loans; numerator / denominator: 2 / 6. 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: 33 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗