Home Instead
Everything below is Home Instead's own required public disclosure, presented neutrally. Chips link to the exact page of the source document.
Revenue is not profit. One statistic per brand, chosen by a published rule set; brands compare only inside the same group.
- FN-COHORT-EXCLUSIONS Brand excluded specific units from this cohort; see exclusion note.
- FN-COMPARABILITY-GROUP Brands are compared only within the same comparability group (unit basis, revenue definition, cohort maturity). The group label is shown beside every comparison.
- FN-HEADLINE-COHORT The headline figure is one Item 19 statistic chosen per brand by a published, versioned rule set (franchised, unit-level, mature, all eligible units, largest count, latest year, median first); the other disclosed cohorts remain available.
- FN-REV-DEF-VARIES Revenue definitions differ by brand (Gross Sales/Revenue(s)/Receipts/Billings, Net Billings, etc.); see each brand's verbatim definition.
- FN-UNIT-BASIS Reporting unit is the brand's own (business/territory/outlet); composites never mix bases.
From the audited financial statements attached to the FDD — the corporate entity, not its franchisees.
Whose numbers these are: Figures are Home Instead, Inc. and Subsidiaries; the franchisor consolidated with its own subsidiaries; consolidating HI Omaha, LLC, HI Arizona, LLC.
Audited by Deloitte & Touche LLP · unmodified opinion · fiscal year ends December 31 · c corporation for tax FDD p. 84 ↗
| Line | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Total revenue | $131.59M | $157.47M | $170.02M |
| Royalties collected | — | — | — |
| Operating income | $65.18M | $88.76M | $91.45M |
| Net income | $50.19M | $69.37M | $73.12M |
| Equity | — | — | — |
- FN-STATEMENT-SET Figures come from one audited statement package (entity, report, fiscal year-end); a later package supersedes the comparative years of an earlier one, and packages for other entities are never blended.
- President · Honor and Home Instead · October 2022 – present
- President and Chief Operating Officer · Nerdy · January 2016 – October 2022
- Senior Vice President, Operations Home Instead Network · Honor and Home Instead · July 2023 – present
- Global Director of Operations – KFC Global · Yum! Brands · June 2020 – July 2023
- Chief Operating Officer – KFC Canada · Yum! Brands
- Executive Vice President of Engineering · Honor and Home Instead · June 2024 – present
- Senior Vice President of Engineering · Honor and Home Instead · January 2023 – June 2024
- Vice President of Software Engineering · Carta · October 2018 – November 2022
- Chief People Officer · Honor and Home Instead · December 2024 – present
- Director of Executive Talent Management and Organizational Effectiveness · Amazon · January 2024 – December 2024
- independent consultant (part-time) · Nerdy · April 2023 – December 2023
- Chief People Officer and Head of Recruiting & HR · Nerdy · July 2016 – March 2023
- co-founder and Chief Executive Officer · Honor · July 2014 – present
- Chief Executive Officer · Home Instead · June 2022 – present
- Director · Home Instead · May 2024 – present
- Vice President, Network Operations · Honor and Home Instead · February 2024 – present
- Interim Chief Operations Officer of KFC · Yum! Brands / KFC · October 2022 – February 2024
- several positions · Yum! Brands and its KFC subsidiary · October 1996 – February 2024
- Vice President and Deputy General Counsel · Honor and Home Instead · August 2024 – present
- partner · Mark Migdal & Hayden · November 2018 – August 2024
- Chief Communications Officer · Honor and Home Instead · November 2023 – present
- Senior Vice President of Communications · SmileDirect Club · March 2019 – January 2022
- Senior Vice President of Communications · Athletic Greens · January 2022 – August 2022
- Senior Vice President of Communications · SmileDirect Club · August 2022 – November 2023
- Chief Financial Officer · Honor and Home Instead · September 2025 – present
- Chief Financial Officer · Lyra Health, Inc. · April 2023 – May 2025
- Chief Growth Officer · Lyra Health, Inc. · April 2021 – April 2023
- President of Markets and executive advisor · Cityblock Health, Inc. · October 2019 – March 2021
- Chief Legal Officer · Home Instead and Honor · July 2025 – present
- Chief Legal Officer · MX Technologies, Inc. · September 2021 – May 2025
- Chief Legal Officer · Vivint Smart Home, Inc. · May 2016 – August 2021
- Vice President of Sales and Business Development · Honor and Home Instead · October 2024 – present
- Vice President of Business Operations · Honor and Home Instead · May 2023 – September 2024
- VP, Market Strategy & Management · Sunrun, Inc. · January 2021 – March 2023
- several positions · Sunrun, Inc. · November 2015 – March 2023
Required public disclosures from Home Instead's own FDD, reproduced neutrally. A disclosure is not a judgment of wrongdoing.
Breach of the March 2024 Settlement Agreement and breach of the implied covenant of good faith and fair dealing; plaintiffs assert the Settlement Agreement grants them the right to renew their franchise agreements prior to expiration of existing terms and that Home Instead improperly failed to permit early renewals.
Status: On April 2, 2026, the court granted Home Instead's Motion to Dismiss and dismissed the case with prejudice for failure to state a claim.
“the court held that the plaintiffs' claims were not supported by the plain and unambiguous language of the Settlement Agreement”
Claims for violation of the Lanham Act and misappropriation of trade secrets and to enforce post-termination non-competition provisions after Elderly Care failed to renew its franchise and continued operating past expiration. Elderly Care asserted counterclaims and claims against Home Instead's CEO alleging breach of franchise agreement and breach of implied covenant of good faith and fair dealing.
Status: Settled at March 18, 2024 mediation: Elderly Care ceased to be a franchisee; stipulated judgment entered in Home Instead's favor with monetary damages; stipulated order of permanent injunction enforcing post-term covenants including debranding and two-year geographic restrictions; Home Instead agreed not to enforce monetary damages unless the injunction is violated.
“a stipulated order of permanent injunction was entered against Elderly Care enforcing certain post-term covenants as stated in the order, including that Elderly Care debranded”
Substantially similar allegations to the Nebraska Lawsuit: breach of the March 2024 Settlement Agreement and breach of the implied covenant of good faith and fair dealing regarding early renewal rights.
Status: Remains pending. Home Instead's Motion to Dismiss contends the Settlement Agreement does not provide the early renewal rights alleged.
“The California and Michigan Lawsuits involve substantially similar allegations and remain pending.”
Claims for violation of the Lanham Act and misappropriation of trade secrets and to enforce post-termination non-competition provisions after Head failed to renew its franchise and continued operating past expiration. Related action filed by Head in W.D. Virginia (Case No. 6:23CV00067) alleging violation of Virginia Retail Franchising Act, breach of franchise agreement, and breach of implied covenant of good faith and fair dealing.
Status: Settled at March 18, 2024 mediation: Head ceased to be a franchisee; stipulated judgment entered in Home Instead's favor with monetary damages; stipulated order of permanent injunction enforcing post-term covenants including debranding and two-year geographic restrictions; Home Instead agreed not to enforce monetary damages unless the injunction is violated.
“a stipulated judgment was entered in our favor on all of our claims and included an award of monetary damages”
Substantially similar allegations to the Nebraska Lawsuit: breach of the March 2024 Settlement Agreement and breach of the implied covenant of good faith and fair dealing regarding early renewal rights.
Status: Remains pending. Home Instead's Motion to Dismiss contends the Settlement Agreement does not provide the early renewal rights alleged.
“The California and Michigan Lawsuits involve substantially similar allegations and remain pending.”
Franchisor-initiated suit to enforce covenant not to compete.
Status: The Court entered the stipulated permanent injunction against a former franchisee on December 23, 2025. The litigation has been resolved and is no longer pending.
“The Court entered the stipulated permanent injunction against a former franchisee on December 23, 2025.”
Alleges Home Instead made certain representations in connection with the sale and operation of the franchise, failed to provide contractual support, and improperly exercised certain rights under the franchise agreement; asserts claims under California statutory and common law seeking rescission, damages, injunctive and declaratory relief, attorneys' fees and costs.
Status: In its answer, Home Instead denies the material allegations. The matter is pending.
“In its answer, Home Instead, Inc. denies the material allegations of the complaint. The matter is pending.”
EPI asserted claims for declaratory relief, breach of contract, and violations of the Indiana Deceptive Franchise Practices Act after Home Instead terminated EPI's Franchise Agreement for trademark misuse and violation of non-competition and non-disclosure covenants. Home Instead counterclaimed for violation of covenants, trademark infringement, and unfair competition/deceptive trade practices. On March 24, 2017, the court granted and denied cross motions for summary judgment in part.
Status: On March 30, 2018, the parties entered a settlement agreement with stipulated judgment: judgment entered in favor of Home Instead on certain counterclaims; Home Instead awarded $500,000 (satisfied upon EPI's transfer of rights under an Assignment Agreement); EPI permanently enjoined from using Home Instead's service marks; mutual release of claims; all remaining claims dismissed with prejudice.
“Home Instead, Inc. was awarded damages in the amount of $500,000, which amount would be satisfied upon EPI's transfer of certain rights under an "Assignment Agreement"”
- initial franchise fee: $54,000The Initial Franchise Fee may be subject to applicable discounts. Deposit Agreement requires a deposit payment of $27,000 to reserve availability of a market; applied toward Initial Franchise Fee if Franchise Agreement e…
- royalty: 5% of Gross Sales
- brand fund: 2% of monthly Gross Sales
- technology fee: Our then-current fee (currently $500/month)
- local marketing requirement: Varies (Local Marketing Program Fee (Optional)). If you elect to participate in an optional local marketing program we offer, you must pay the amounts we specify to cover or offset the cost of the services, media spend, vendor charges, administrative costs, and related expenses.
You are granted the right to operate a Franchised Business within a defined geographic area ("Protected Area") with an estimated minimum population of 10,000 people aged 65 years and older. The Protected Area is established by Exhibit A of the Franchise Agreement and defined by reference to a municipality, county or metropolitan statistical area or a portion thereof or by a map. We will not license another franchisee to operate, nor operate ourselves, a Home Instead business within the Protected Area. To maintain exclusivity you must attain and maintain the minimum monthly Performance Standard; failure is a material default and may result in termination, revocation of exclusivity, or reduction in the size of the Protected Area. Numerous reserved rights (National Accounts Program, other trademarks, Internet/digital channels, acquisitions, being acquired) may create competition, including from Honor businesses operating in the same area.
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