Everything below is Home Matters Caregiving's own required public disclosure, presented neutrally. Chips link to the exact page of the source document.
From the audited financial statements attached to the FDD — the corporate entity, not its franchisees.
Whose numbers these are: Figures are Senior Healthcare Investments, LLC.
Audited by Marrs Bergquist, CPAs · unmodified opinion · with an emphasis-of-matter paragraph · fiscal year ends December 31 · s corporation for tax FDD p. 139 ↗
| Line | FY2024 | FY2025 |
|---|---|---|
| Total revenue | $1.04M | $1.79M |
| Royalties collected | $397K | $768K |
| Operating income | $-314K | $-136K |
| Net income | $-305K | $-90K |
| Equity | $-887K | $-977K |
- 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.
- Director of Operations · Home Matters Franchise team · January 2023 – 2024
- COO · Home Matters · 2024 – present
- executive director · Home Matters Beaverton, Oregon location · 2010 – present
- director · Alzheimer's Association
- Chief Executive Officer · Home Matters franchising organization · June 2, 2020 – present
- co-founder · Aventa Senior Care, MD Senior Living, and Senior Hope, formerly Stepping Up For Seniors · 2010 – April 2020
- Area Developer · Home Matters Franchising · 2021 – present
- Director of Central Services · Home Matters Franchising · 2023 – present
- VP of Sales · Waitr · 2016 – 2020
- Chief Revenue Officer · Home Matters franchising organization · June 2, 2020 – present
- founder · Home Matters Caregiving · 2008 – present
- Director of Sales · Home Matters franchise leadership team · 2024 – present
- VP of Global Customer Experience · DEEM · 2014 – 2021
“LITIGATION No litigation is required to be disclosed in this Item.”
- initial franchise fee: $52,000provides a Protected Territory containing a population of up to approximately 200,000 people; initial franchise fee will increase by $0.26 per each additional individual over 200,000; discounted initial franchise fee to …
- royalty: 6% of Gross Revenue
- brand fund: 1% of Gross Revenue
- technology fee: Subscription Wellsky Software Fee: Minimum of $275 per month for the first 10 client seats and then $13 per client seat per month thereafter, plus a one-time set-up fee of $250; Subscription Payroll Services: $350 per month minimum fee; Website Hosting Fee: $49; Subscription CRM Management: $120 per user; Subscription Activated Insights Experience Management Service: $150-$350 per month; In-Home Client Care Technology: $600 per month
- local marketing requirement: $1,000
The Franchise Agreement grants the right to operate at a Franchised Location (home-based office or small office space) and provides a Protected Territory containing up to approximately 200,000 people (larger available in franchisor's sole discretion), identified by contiguous zip codes, street boundaries, city boundaries, or county boundaries. Under the Multi-Unit Development Agreement, the Development Area has a population of up to approximately 600,000 people. Franchisee must meet minimum annual Gross Revenue amounts to retain territory rights.
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