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CarePatrol

Lender Readiness Pack · 2025 FDD

Purpose of This Document

This Lender Readiness Pack summarizes key financial metrics for a CarePatrol franchise opportunity, sourced from the 2025 Franchise Disclosure Document filed with a state franchise regulator. All financial figures are from official FDD disclosures. Editorial projections are labeled as such and do not constitute guarantees. Consult a franchise attorney and SBA lender before making any commitments.

1. Business Overview

Items 1-2
FranchisorCarePatrol Franchise Systems, LLC
ConceptCarePatrol
CategoryBusiness Services
Year Franchising BeganSee FDD
Total System UnitsSee FDD
Franchised UnitsSee FDD
FDD Year2025
Data Source2025 Government-Filed FDD ✓

2. Investment Requirements

Items 5-7
Total Investment RangeSee FDD
Initial Franchise FeeSee FDD
Ongoing Royalty
Marketing Fund

3. Revenue Performance (Item 19)

Item 19
Average Gross Revenue$476,492
Units IncludedNot specified
Basisall units
Revenue Typenot specified
Measurement PeriodAnnual

5. System Health (Item 20)

Item 20
Units Opened (reporting period)0
Units Closed0
Net Unit Growth+0
Annual Turnover RateSee FDD
System Health Score (FDD-derived)7/10

6. Franchisor Financial Health (Item 21)

Item 21

Item 21 financial data not yet extracted for this brand. Review the FDD directly for audited financial statements.

9. Management Team (Item 2)

Item 2
Management Quality Score8 / 10 — Strong Management Signal
Senior Executives10
Franchise System ExperienceYes — disclosed in Item 2
Long-Tenured Leadership (5+ yrs)Yes
Recent Leadership ChangesYes — within 2 yrs of FDD filing

Leadership has prior franchise system experience; long-tenured executives (5+ years); recent leadership changes detected; 10 senior roles identified.

Extracted from Item 2 (Business Experience) via automated pattern matching · Confidence: medium

11. Sales Channel Disclosure

Items 1, 5-6

⚑ Broker Involvement: This FDD discloses use of franchise brokers or Franchise Sales Organizations (FSOs). Lenders should note that broker fees may inflate the effective cost of acquisition.

Referral Fees Paid: The franchisor pays commissions to brokers who originate franchise sales. Disclosure: "receive a $15,000 referral fee (upon receipt by us of the full discounted initial franchise fee from the employee.) These prospective franchisees are still required to c"

12. SBA Lending Notes

Loan Amount Guidance

Based on the investment range (Not disclosed), consult your lender for loan sizing guidance.

SBA Registry Status

Check the SBA Franchise Registry (franchisedirectory.sba.gov) to confirm whether CarePatrol is listed. Brands on the registry have pre-approved franchise agreements, simplifying the loan process.

Documents Required for SBA Application

  • Current FDD (Item 21 audited financial statements are required)
  • Signed franchise agreement (or executed copy)
  • Personal financial statement (SBA Form 413)
  • Business plan with financial projections (prepare separately with your accountant)
  • 3 years personal tax returns
  • Real estate lease or letter of intent

Disclaimer: This Lender Readiness Pack was generated by Franchisel.com from the 2025 Franchise Disclosure Document filed with a state franchise regulator. Source: Extracted from 2025 FDD filed with WI DFI (file #638222). Source: 638222-2025-CarePatrol.pdf. Scenario economics are editorial projections using category cost benchmarks — they are NOT guarantees of performance and are NOT sourced from the FDD. This document does not constitute legal, financial, or investment advice. Verify all figures with a qualified franchise attorney and SBA lender before proceeding. Generated April 6, 2026 by Franchisel.com — buyer-aligned, never franchisor-funded.

Important Notice:Franchisel provides franchise research and analysis for informational purposes only. This is not financial, legal, or investment advice. All financial data labeled “Estimated” is approximate and has not been verified against actual FDD filings. Data labeled “FDD Verified” or “State Filing” has been extracted directly from government-filed Franchise Disclosure Documents (MN CARDS, WI DFI, CA DFPI) but may not reflect the most recent filing. Unit counts, revenue figures, and other metrics change frequently. Always request and independently verify the current FDD from the franchisor before making any investment decision. Consult a qualified franchise attorney and accountant before investing. Franchisel is not affiliated with, endorsed by, or sponsored by any franchise system listed on this platform. Scores reflect our editorial analysis methodology and are not endorsed by any franchisor.