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Senior Helpers

2025 FDD Diligence Memo

2 Warnings
71/ 10

Composite score based on six FDD-derived dimensions.

Gov FDD ✓

Sys Health

8

Contract

7

Red Flags & Key Signals

△ Warning
Average revenue skewed above medianItem 19

Average ($1,686,350) is 29% above median ($1,312,197). Top performers may be pulling the headline number up.

△ Warning
Post-term non-compete — ?yr / 5miItem 17

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

Investment Overview

Items 5, 6, 7

Total investment range: Not disclosed. Initial fee: $0. Royalty: —. Marketing fund: —.

Item 19 — Revenue

Item 19 — 2025 FDD (government-filed)

Item 19 discloses avg revenue of $1,686,350 (Annual).

Sample: Weak

The FDD does not specify how many units were included in this figure. The average ($1,686,350) is 29% above the median ($1,312,197), which suggests top performers are pulling the average up. The median is the more reliable benchmark for a typical new unit.

Item 20 — System Health

Item 20 — 2025 FDD

System growing — net +22 units in reporting period.

↑ Growing

Strong expansion: 0 opened vs 0 closed/transferred.

Total Units

0

Net Growth

+22

Turnover

0%

Year-over-Year Trends

2025 FDD
Unit Count↑ Up

Opened

+0

Closed

-0

Net

+22

Prior-year Item 19 revenue data not available. Unit data above covers the reporting period in the 2025 FDD.

Key Contract Terms

Item 17
Initial Term10 years
Royalty Rate
Marketing Fund
Mandatory ArbitrationNo
Post-term Non-compete?yr / 5mi
Exclusive Territory

Item 19 Data Quality Flags

Item 19

Gross sales

Figure represents gross sales — standard basis for cross-brand comparison.

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.

Sample size not specified

The FDD does not state how many units contributed to this figure.

Data from 2024

Revenue covers 2024 — 2 years old. Reasonably current but worth confirming recent trends with existing franchisees.

Average inflated by top performers (29% above median)

The median ($1,312,197) is significantly lower than the average ($1,686,350). Top locations pull the average up — the median is a more realistic target for a new unit.

Franchisee Interview Questions

Item 20 contacts

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

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 21 — 2025 FDD

The FDD does not include audited financial statements. Ask: do you have any visibility into the franchisor's financial health? Have you ever been concerned about the company's stability?

Look for: Even anecdotal signals — changes in leadership, delays in royalty statement processing, reduced marketing fund activity.

importantItem 17 — 2025 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.

Data sources: 2025 Franchise Disclosure Document filed with a state franchise regulator (government record). Source: Extracted from 2025 FDD filed with WI DFI (file #638641). Source: 638641-2025-Senior-Helpers.pdf. · 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.