FDD Analysis Report

Executive Home Care

FDD Year: 2026Current
Analysis Date: September 11, 2026

provide goods or services to our franchisees.

Key Metrics At-a-Glance

Franchise Fee

$49,900

Total Investment

$99,950 - $143,700

Royalty

6%

of gross sales

Brand Fund

2%

of gross sales

Initial Term

See FDD

System Size

2022 units

2022 franchised, 2022 company

Avg Revenue

N/A

Not disclosed

About This Franchise

## Executive Summary

Executive Home Care offers a relatively affordable entry point into the booming senior care industry, with total investment ranging from $102,000 to $145,000. The franchise provides non-medical in-home care services with protected territories and strong technology infrastructure. While the brand has shown steady growth since franchising began in 2013, it lacks the scale and recognition of larger competitors like Home Instead or BrightStar Care. A solid option for owner-operators seeking a healthcare-adjacent business with manageable startup costs.

## The Business

Executive Home Care provides non-medical, in-home care for seniors and individuals with disabilities. Services include companionship, personal care, homemaking, live-in care, and specialized support for Alzheimer and dementia patients. The franchise also offers supplemental staffing services for healthcare facilities, providing an additional revenue stream beyond direct consumer care.

The business model targets the rapidly expanding senior care market, driven by an aging population and preference for aging-in-place. Franchisees operate from home-based or small office settings, managing caregivers who deliver services to clients. The low overhead model keeps operating costs manageable while generating recurring revenue from ongoing care relationships.

## The Numbers

**Initial Investment:** $102,000 - $145,000

**Franchise Fee:** $49,900 (reduced to $39,900 for second territory, $34,500 for third)

**Royalty:** 6% of net billings, with minimums ranging from $500/month (Year 1) to $2,000/month (Year 4+)

**Marketing:** Greater of $750/month or 1% of net billings

**Financial Requirements:** $100,000 liquid capital, $300,000 net worth

The franchise offers three business models: single unit owner, multi-unit owner, and semi-absentee/investor model, providing flexibility for different ownership profiles.

## System Health

Executive Home Care began franchising in 2013 after operating since 2004. The system has grown steadily but remains relatively small compared to industry giants. The franchise did not rank on Entrepreneur 2025 Franchise 500 list, suggesting it operates below the scale threshold of top-tier competitors.

Positive indicators include the 2024 IFA Franchisee of the Year award to franchisee Senen Cabalfin and dual franchise wins for Best of Home Care Employer of Choice Award in 2024. These recognitions suggest quality operations and franchisee satisfaction within the existing network.

## Franchisee Experience

The franchise emphasizes large, protected territories developed collaboratively using demographic tools. Each territory includes contiguous zip codes with healthy household incomes and populations of at least 300,000 people. This approach provides meaningful market protection uncommon in the home care space.

The technology platform stands out as a differentiator. A cloud-based system handles scheduling, billing, payroll, and client communication, reducing administrative burden and improving operational efficiency. Training and support structures appear adequate, though specific franchisee satisfaction data is limited in public sources.

## Risk Assessment

Litigation history includes the 2015 case Executive Home Care Franchising LLC v. Marshall Health Corp., involving trademark and Lanham Act claims that were ultimately sent to arbitration. The case suggests the franchisor enforces brand standards and franchise agreement terms, which can be viewed positively or negatively depending on perspective.

Key risks include: - **Scale limitations:** Smaller system means less brand recognition and potentially weaker negotiating power with vendors - **Labor market challenges:** Caregiver recruitment and retention is an industry-wide challenge that directly impacts service delivery - **Regulatory complexity:** Home care operates under state-specific licensing requirements that vary significantly by jurisdiction - **Competition:** Large, well-funded competitors like Home Instead ($2.39M average sales) dominate the category

## Competitive Position

Executive Home Care occupies the lower-investment tier of the home care franchise market. For comparison: - Home Instead Senior Care: $112K-$156K investment, $2.39M average sales - Synergy HomeCare: $73K-$150K investment, $1.22M average sales - BrightStar Care: Higher investment, more comprehensive service offering including skilled nursing

The franchise competes on affordability and territory protection rather than brand power or comprehensive service offerings. Suitable for markets where larger brands have less penetration.

## Validation Questions

1. What is your current average revenue per client, and how has it changed over the past two years? 2. What is your caregiver turnover rate, and how does that compare to industry averages? 3. How effective is the cloud-based technology platform in reducing administrative time? 4. What percentage of your business comes from facility staffing versus direct consumer care? 5. How long did it take to reach profitability, and what were your actual startup costs versus the FDD estimates? 6. How responsive is corporate support when issues arise? 7. What is your territory size, and do you feel it provides adequate growth opportunity?

## Data Gaps

- Specific Item 19 financial performance data (average revenues, profit margins) is not publicly available - Total current unit count and growth trajectory not clearly documented - Franchisee satisfaction scores or survey results not accessible - Comparison of actual versus projected startup costs from existing franchisees

Investment Analysis

Initial Investment Breakdown

The total initial investment ranges from $99,950 to $143,700.

Expense CategoryLowHigh
Initial Franchise Fee$49,900$49,900
TOTAL ESTIMATED INITIAL INVESTMENT$99,950$143,700

Ongoing Fees

Fee TypeAmountNotes
Royalty6% of Gross Revenue-
Brand Fund2% of Gross Revenue-

Item 19: Financial Performance Representations

No Financial Performance Representations

This franchisor does not provide Item 19 financial performance representations. Approximately 35% of franchisors choose to disclose this information.

Recommendation: Request financial information directly from existing franchisees listed in Exhibit I during your due diligence. Contact 10-15 franchisees to gather revenue and profitability data before making an investment decision.

Learn more about Item 19 disclosures →

Risk Assessment

Items to Review

No notable items identified

Positive Indicators

Review FDD for positive factors

Due Diligence Recommendations

P1

Contact 10-15 existing franchisees to gather operational and financial insights

Franchisee interviews are the most valuable source of information about day-to-day operations and realistic financial expectations.

P2

Have a franchise attorney review the Franchise Agreement

Professional legal review can identify unfavorable terms and potential negotiation points.

P3

Research local market conditions and competition

Understanding your specific market is essential for success, regardless of system-wide performance.

Download Complete FDD

Access the full Franchise Disclosure Document including all 23 items, exhibits, and financial statements.

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Learn More About FDDs

New to franchise investing? Our educational guides will help you understand what to look for in the Executive Home Care FDD.

About Executive Home Care Franchise

Executive Home Care is a franchise that offers entrepreneurs the opportunity to own and operate their own business within an established system. As of the 2026 Franchise Disclosure Document, the system has grown to 2022 locations across the United States. This analysis provides prospective franchisees with key insights from the FDD to support informed investment decisions.

Executive Home Care Franchise Cost

The total initial investment required to open a Executive Home Care franchise ranges from $99,950 to $143,700. This investment includes the initial franchise fee of $49,900, along with expenses for real estate, equipment, inventory, training, and working capital to sustain operations during the initial period. Ongoing fees include a royalty fee of 6% of gross sales. Prospective franchisees should review Item 7 of the FDD for a complete breakdown of estimated initial investment costs.

Executive Home Care Item 19 Financial Performance

Executive Home Care does not provide financial performance representations in Item 19 of their FDD. Approximately 35% of franchisors choose to disclose this information. Without franchisor-provided financial data, prospective franchisees should contact existing franchisees directly to gather information about revenue, expenses, and profitability. The franchisee contact list in Exhibit I provides names and contact information for current and former franchise owners.

Executive Home Care Franchise Growth and System Health

The Executive Home Care franchise system has shown stable performance based on unit count data from Item 20 of the FDD. Prospective franchisees should examine the historical data on unit openings, closings, and transfers to understand the system's trajectory and identify any concerning trends.

Executive Home Care Franchise Investment Considerations

The Executive Home Care FDD contains important disclosures that prospective franchisees should carefully review before making an investment decision. Key factors to evaluate include the franchise fee structure, ongoing royalty requirements, territory rights, termination history, and franchisor support systems. Every franchise investment carries risk, and this analysis should be combined with professional legal and financial advice. Review the complete FDD and speak with current franchisees to gain a comprehensive understanding of the opportunity.

Due Diligence Recommendations for Executive Home Care

Before investing in a Executive Home Care franchise, prospective franchisees should:

  • Contact multiple existing franchisees to gather operational and financial insights
  • Have a franchise attorney review the Franchise Agreement and all exhibits
  • Research local market conditions and competitive landscape
  • Develop a detailed business plan with realistic financial projections
  • Verify all information provided by the franchisor independently

Download the Executive Home Care FDD

Access the complete Executive Home Care Franchise Disclosure Document, including all 23 Items, exhibits, franchise agreement, and audited financial statements. FreeFDDs provides free access to FDDs to promote franchise transparency and help prospective franchisees make informed decisions. The FDD contains critical information that should be reviewed in its entirety before making any investment decision.

Disclaimer

This analysis report is provided for informational purposes only. The data presented has been extracted from the Franchise Disclosure Document and may contain errors or omissions.

Prospective franchisees should conduct their own due diligence, review the complete FDD document, and consult with qualified legal and financial advisors before making any investment decisions.