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SYNERGY HomeCare

SYNERGY HomeCare Franchising, LLCfranchising since 2005owned by Synergy Topco, LLC
Open the 2026 FDD

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

The snapshot
Royalty
5%
field median 5%
Franchise fee
$55K
field median $52K
Startup investment
$52K – $208K
Item 7 range
Franchised outlets
626
2023 → 2025
What its locations disclose
Annual unit revenue (Item 19)
$859K median
$615K$859K median$16.29M
all reporting units, 2025 — no comparable headline cohort under the published rule set
Disclosed gross margin
51.0%
the brand's own Item 19 figure — definitions vary by brand
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 SYNERGY HomeCare Franchising, LLC.

Audited by BDO USA, P.C. · unmodified opinion · fiscal year ends December 31 · pass through for tax FDD p. 181

LineFY2024FY2025
Total revenue$26.23M$30.01M
Royalties collected$15.93M$18.2M
Operating income$2.01M$2.79M
Net income$-1.1M$2.36M
Equity$12.69M$20.67M
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
Rich Paul
Chief Operating Officer
FDD p. 12
  • Chief Operating Officer · SYNERGY HomeCare Franchising, LLC · January 2025 – present
  • Chief Partnership Officer · SYNERGY HomeCare Franchising, LLC · January 2019 – January 2025
Michael Coccaro
General Counsel
FDD p. 11
  • General Counsel · SYNERGY HomeCare Franchising, LLC · December 2014 – present
Mike Steed
Chief Growth Officer
FDD p. 12
  • Chief Growth Officer · SYNERGY HomeCare Franchising, LLC · January 2022 – present
  • Vice President of Franchise Development · SYNERGY HomeCare Franchising, LLC · November 2019 – December 2021
Charles G. Young
Chief Executive Officer
FDD p. 11
  • Chief Executive Officer · SYNERGY HomeCare Franchising, LLC · April 2020 – present
Chad Ainsworth
Chief Financial Officer and Chief Administrative Officer
FDD p. 11
  • Chief Financial Officer & Chief Administrative Officer · SYNERGY HomeCare Franchising, LLC · January 2024 – present
  • CFO · SYNERGY HomeCare Franchising, LLC · October 2019 – January 2024
Jennifer Chasteen
Chief Marketing Officer
FDD p. 12
  • Chief Marketing Officer · SYNERGY HomeCare Franchising, LLC · December 2021 – present
  • Principal · Tastemakers, Atlanta, Georgia · May 2021 – November 2021
  • Vice President of Brand Strategy & Activation · Church's Chicken, Atlanta, Georgia · January 2017 – April 2021
Litigation disclosures
No litigation disclosed in Item 3FDD p. 12
Pending Actions: None. Other than these actions, no litigation is required to be disclosed in this disclosure document.
The fine print
Fee schedule, as filed
  • initial franchise fee: $55,000 for one Protected Territory which will include approximately 20,000 persons who are age 65 or overIf the Protected Territory has less than 20,000 persons who are aged 65 or older (a "mini" territory), then the Franchise Fee shall be reduced by $2.75 per person, but not below a minimum territory size of 10,000 persons…
  • royalty: 5% of Gross Sales
  • brand fund: 2% of Gross Sales
  • technology fee: Systems Fee currently $100.00 per week (paid weekly beginning four months after the Effective Date of the Franchise Agreement); Satellite Systems Fee currently $13.00 per week
  • local marketing requirement: The greater of $300 or at least 2% of Gross Sales per month
Territory policyFDD p. 39

You must operate the Franchised Business only from the Approved Location, which must be within your Protected Territory. Each Protected Territory will include contiguous zip codes or other physical, political or natural boundaries. The number of persons in your Protected Territory will be determined by a recognized third-party provider selected by us based on using the most currently available information from the U.S. Census Bureau. The Protected Territory is exclusive but subject to the National Partnerships Program and Minimum Monthly Average Sales Quota requirements; franchisor may reduce/eliminate territory if quotas are not met.

Technology named in the FDD
Care management & scheduling
Designated scheduling software
Accounting & finance
QuickBooks
Franchisor portal & intranet
SYNERGY HomeCare dashboard and extranetSYNERGY HomeCare Operations ManualFranchisee Technology Services
Productivity & office
Electronic mail address (email)Color printer, fax machine and copierMicrosoft 365
IT & infrastructure
On-line data storage and backupsMicrosoft Windows Operating SystemDedicated telephone phone number (that we own)Internet connection (DSL, cable or faster)
For franchisor teams
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