IntelligenceBlueprintsBriefsGlossaryNewsletter
Intelligence / Franchisor Intelligence / Seniors Helping Seniors
Seniors Helping Seniors logo

Seniors Helping Seniors

SENIORS HELPING SENIORS, LLCfranchising since 2006
Open the 2026 FDD

Everything below is Seniors Helping Seniors's own required public disclosure, presented neutrally. Chips link to the exact page of the source document.

The snapshot
Royalty
6%
field median 5%
Franchise fee
$55K
field median $52K
Startup investment
$95K – $213K
Item 7 range
Franchised outlets
224
2023 → 2025
What its locations disclose
Annual unit revenue (Item 19)
$668K median
134 units, per agency · FY2025
$179K$668K median$5.21M
relaxed cohort — compare with caregroup: outlet_or_territory · gross · maturity_not_stated

Revenue is not profit. One statistic per brand, chosen by a published rule set; brands compare only inside the same group.

Methodology notes
  • 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-PARTIAL-YEAR-INCLUDED Includes units open less than a full year.
  • 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.
The franchisor's own books

From the audited financial statements attached to the FDD — the corporate entity, not its franchisees.

Whose numbers these are: Figures are Seniors Helping Seniors, LLC and Subsidiary; the franchisor consolidated with its own subsidiaries; consolidating Seniors Helping Seniors, LLC, Seniors, LLC.

Audited by Maillie LLP · unmodified opinion · fiscal year ends December 31 · pass through for tax FDD p. 182

LineFY2024FY2025
Total revenue$7.91M$10.72M
Royalties collected
Operating income$5.21M$6.88M
Net income$5.21M$6.92M
Equity$3.7M$4.85M
Methodology notes
  • 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.
Who runs it
Jessica Zornes
Franchise Consultant
FDD p. 12
  • Franchise Consultant · Seniors Helping Seniors, LLC · October 2024 – present
  • Franchise Business Consultant · HomeWell Care Services · February 2024 – October 2024
  • Program Administrator · Oriana House · April 2023 – February 2024
  • Area Manager · Comfort Keepers · April 2019 – April 2023
Kiran Yocom
Chairwoman
FDD p. 11
  • Chairwoman · Seniors Helping Seniors, LLC · February 2006 – present
  • Executive Director · non-profit Seniors Helping Seniors · September 1998 – March 2021
Jayne Barton
Franchise Consultant
FDD p. 12
  • Franchise Consultant · Seniors Helping Seniors, LLC · September 2025 – present
  • Operating Director · Cornerstone Caregiving · May 2021 – September 2025
  • Vice President of Operations · Premier Senior Living · August 2018 – May 2021
Neil Rivel
Accountant
FDD p. 11
  • Accountant · Seniors Helping Seniors, LLC · January 2026 – present
  • Controller · Wellsite Fishing & Rental Services LLC, DBA Dynamix Engineering and Service Group · July 2023 – November 2025
  • Controller and HR Manager · Austin Master Services LLC · April 2014 – May 2023
Deborah Simpson
Franchise Consultant
FDD p. 12
  • Franchise Consultant · Seniors Helping Seniors, LLC · February 2026 – present
  • Franchise Business Consultant · HomeWell Care Services · November 2022 – September 2025
  • Franchise Business Consultant · The Goddard School · August 2021 – September 2022
  • Franchise Operations Leader · Fantastic Sams · April 2018 – August 2021
Paul Pilatowski
Franchise Consultant
FDD p. 12
  • Franchise Consultant · Seniors Helping Seniors, LLC · August 2025 – present
  • Executive Director · Senior Helpers · October 2018 – August 2025
Dave Wagner
Franchise Consultant
FDD p. 11
  • Franchise Consultant · Seniors Helping Seniors, LLC · April 2022 – present
  • Chief Operating Officer · Dasher Services, Inc. · August 2019 – October 2021
  • Executive Director · Country meadows at Home · November 2010 – April 2018
Brian Smith
Senior Business Consultant
FDD p. 11
  • Senior Business Consultant · Seniors Helping Seniors, LLC · September 2021 – present
  • Owner · TFM Partners LLC · May 2015 – June 2021
Philip W.S. Yocom
CEO
FDD p. 11
  • CEO · Seniors Helping Seniors, LLC · October 2006 – present
  • President · Seniors Helping Seniors, LLC · February 2006 – October 2006
  • Director · non-profit Seniors Helping Seniors · September 1998 – March 2021
Stephen Bon
Director of Marketing
FDD p. 11
  • Director of Marketing · Seniors Helping Seniors, LLC · November 2021 – present
  • Founder · Bon's Eye Marketing · 2008 – present
Namrata Yocom-Jan
President
FDD p. 11
  • President · Seniors Helping Seniors, LLC · December 2020 – present
  • Executive Vice President · Seniors Helping Seniors, LLC · May 2016 – December 2020
Daniel Jan
COO
FDD p. 11
  • Chief Operating Officer · Seniors Helping Seniors · June 2020 – present
  • Regional Owner · Seniors Helping Seniors · May 2007 – present
  • Vice President of Operations · Seniors Helping Seniors · April 2007 – June 2020
Litigation disclosures

Required public disclosures from Seniors Helping Seniors's own FDD, reproduced neutrally. A disclosure is not a judgment of wrongdoing.

Helping Seniors of the Valley, LLC v. Seniors Helping Seniors, LLC
N17C-06-331-JAP · Delaware state court · July 2017
FDD p. 12

Franchisee claimed it had not been provided with a Franchise Disclosure Document upon renewal and that we had breached certain contract terms.

Status: Plaintiff voluntarily dismissed all claims after a December 2017 hearing; parties reached a settlement and franchisee paid us $120,000 in twenty-six monthly payments.

the plaintiff voluntarily dismissed all claims
Compassionate Hands, LLC, et al. v. Seniors Helping Senior, LLC
Case No. 18-80705 · U.S.D.C S.D.C.Fl. (United States District Court for the Southern District of Florida) · May of 2018
FDD p. 12

Both parties alleged breach of various provisions of the Master License Agreements.

Status: Compassionate Hands filed a notice of voluntary dismissal; our motion for attorney's fees was denied. A subsequent Delaware suit (Hansen, et al. v. Seniors Helping Seniors, LLC, Case No. 19-00296) followed with our counterclaim; parties executed a final settlement agreement dated October 17, 2019, and filed a joint stipulation of dismissal with prejudice.

the parties filed a joint stipulation of dismissal with prejudice and the action is over
The fine print
Fee schedule, as filed
  • initial franchise fee: $55,000 for a single unitIf you are a current franchisee and are purchasing an additional unit that is contiguous to your original Territory, the Franchise Fee is $40,000. If you purchase a Territory that has more than 250,000 people, then we re…
  • royalty: The greater of: (i) 6% of Gross Sales up to $400,000 and 5% of Gross Sales in excess of $400,000, or (ii) the Minimum Monthly Royalty Fee
  • brand fund: Up to but not to exceed 1% of Gross Sales
  • technology fee: Website Fee: currently $30 per month (will not increase by more than $15 each year); Operations CRM Software: currently $9/Client per Month with $120 minimum; Care Academy: currently $168/month; WelcomeHome: currently $200/month; Augusta: currently $329/month
  • local marketing requirement: The greater of (i) 5% of Gross Sales, or (ii) $2,000 (Local Marketing Expenditure, Quarterly); plus Grand Opening Expenditure of a minimum of $20,000
Territory policyFDD p. 42

You must operate the Franchised Business only from the Approved Location. You will be granted a Territory with an approximate population of 250,000 people. If in compliance (including meeting the Monthly Minimum Gross Sales requirement), the franchisor will not establish or license others to establish SENIORS HELPING SENIORS Businesses or competing businesses within the Territory. If the franchisee fails to meet the Monthly Minimum Gross Sales requirement, they must pay the Monthly Minimum Royalty Fee and the franchisor may establish or license competing businesses within the Territory. Relocation is permitted within the boundaries of the Territory with notice. Development Area applies for multiple-unit developers under the Development Agreement.

Technology named in the FDD
Care management & scheduling
customized client management and scheduling programTeleCareassistive technologiespoint-of-sale hardware or software
Accounting & finance
QuickBooks
Training & learning
CareAcademy
Franchisor portal & intranet
on-line intranet forums and teleconferences
Productivity & office
Microsoft 365
IT & infrastructure
computer hardware compatible with our system
Other
third-party vendor software
For franchisor teams
Tracking the whole field, not just one filing?

HomecareHQ builds competitive intelligence for home care executives — talk to us about what you need to see.

Talk to us
Keep going