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Comfort Keepers

2026 FDD Diligence Memo

1 Critical2 Warnings
48/ 10

Composite score based on six FDD-derived dimensions.

Gov FDD ✓

Sys Health

7

Fin Strength

4

Econ Burden

9

Contract

6

Red Flags & Key Signals

⚠ Critical
Going concern warning in auditItem 21

Auditors raised doubt about the franchisor's ability to continue as a going concern. This is a serious financial red flag — the franchisor may not be able to support the system.

△ Warning
Post-term non-compete — ?yr / ?miItem 17

After leaving the franchise, you cannot operate a competing business in this radius. Evaluate the real-world impact on your exit options.

△ Warning
No exclusive territoryItem 12

Franchisor is not obligated to protect your market area. Encroachment from company-owned units or other franchisees is possible.

✓ Positive
Revenue disclosed in FDDItem 19

Avg $3,852,836 from government-filed FDD. Transparent disclosure is a positive signal.

Investment Overview

Items 5, 6, 7

Total investment range: $119,560 – $190,700. Initial fee: $55,000. Royalty: 5%. Marketing fund: 2%.

Payback estimate: Investment-to-disclosed-revenue ratio: 0.04x. This is the ratio of midpoint investment ($155,130) to disclosed avg revenue ($3,852,836). No profit assumptions are applied.

Item 19 — Revenue

Item 19 — 2026 FDD (government-filed)

Item 19 discloses avg revenue of $3,852,836 (FY 2026).

Sample: Strong

624 units (100% of system) — highly representative sample. Investment-to-disclosed-revenue ratio: 0.04x ($155,130 midpoint investment vs $3,852,836 avg revenue).

Item 20 — System Health

Item 20 — 2026 FDD

System flat — net 0 units in reporting period.

→ Stable

Unit count essentially unchanged.

Total Units

624

Net Growth

+0

Turnover

0%

Year-over-Year Trends

2026 FDD
Unit Count→ Flat

Opened

+0

Closed

-0

Net

+0

Prior-year Item 19 revenue data not available. Unit data above covers the reporting period in the 2026 FDD.

Key Contract Terms

Item 17
Initial Term10 years
Royalty Rate5%
Marketing Fund2%
Mandatory ArbitrationNo
Post-term Non-compete?yr / ?mi
Exclusive TerritoryNo

Item 19 Data Quality Flags

Item 19

Revenue type unclear

The FDD does not clearly specify whether figures are gross sales, net sales, or a profit metric. This limits comparability.

Profit not disclosed

Item 19 reports revenue only. No expense breakdown is provided. Profit cannot be determined from this disclosure alone.

Subset of units reported

Item 19 samples may be limited to defined subsets (subset meeting stated criteria), which affects comparability.

Strong sample (624 of 624 units)

100% of eligible units included — highly representative.

Current data (2026)

Revenue figures are from 2026 — recent and relevant.

Franchisee Interview Questions

Item 20 contacts

Use Item 20 to get current franchisee contact info. Call at least 3-5. Ask these questions:

criticalItem 21 — 2026 FDD

The franchisor's audited financials include a going-concern warning. Ask franchisees: have you heard anything about the franchisor's financial stability? Any changes to support or services recently?

Look for: Signs of reduced headquarters staffing, delayed tech updates, or reduced field support — early indicators of a financially stressed franchisor.

importantItem 17 — 2026 FDD

Cure period is only 5 days. Ask: have you ever received a default notice? How did the franchisor handle it — were they reasonable?

Look for: A short cure period combined with aggressive enforcement is a serious risk. Look for franchisees who feel supported vs. managed by threat.

importantItem 11 — training & support

How responsive is your franchisor rep — do they actually help when you have a problem, or are they just checking boxes?

Look for: Specific stories (not just vague positives). Ask about a time they needed help urgently — response time matters.

importantItem 17 — 2026 FDD

If you decided to sell your franchise tomorrow, how easy would that be? Has the franchisor ever blocked or delayed a transfer you wanted?

Look for: Transfer fee surprises, right-of-first-refusal complications, or franchisor demanding upgrades before approving a sale.

What did your revenue look like in year 1 vs. year 2 vs. now? When did you reach breakeven?

Look for: Year 1 revenue is typically well below Item 19 averages (which often exclude ramp-up units). Expect 12-24 months to reach average.

What did the training actually cover vs. what you needed on day 1? What do you wish you'd learned before opening?

Look for: Gap between training content and operational reality. New franchisees often report the training covered theory but not real-world situations.

Territory — Item 12

2/10Critical Encroachment Risk

NO exclusive territory — encroachment risk exists; franchisor reserves online/ecommerce sales; population-based territory (1,000 pop.); territory contingent on performance requirements.

✗ No exclusive territoryOnline sales reservedpopulation territory

Item 12 · 2026 FDD

Data sources: 2026 Franchise Disclosure Document filed with a state franchise regulator (government record). Source: Extracted from 2026 FDD filed with MN CARDS (file #10189). Data verified from government filing.. · Payback estimates and margin assumptions are editorial — not from the FDD. This memo does not constitute legal or financial advice. Consult a franchise attorney and accountant before signing. Generated 2026-04-06 by Franchisel.com.

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.