In this exclusive Franchise Chatter FDD Talk post, you’ll learn the following:

Section I – Estimated initial investment (franchise costs) for a Home Instead Senior Care franchise, based on Item 7 of the company’s 2022 FDD

Section II – Initial franchise fee, royalty fee, and marketing fee for a Home Instead Senior Care franchise, based on Items 5 and 6 of the company’s 2022 FDD

Section III – Number of franchised and company-owned Home Instead Senior Care outlets at the start of the year and the end of the year for 2019, 2020, and 2021, based on Item 20 of the company’s 2022 FDD

Section IV – News updates on the Home Instead Senior Care franchise opportunity

Section V – Presentation and analysis of Home Instead Senior Care’s financial performance representations (average revenues and/or profits), based on Item 19 of the company’s 2022 FDD, including information on the:

• number and percentage of Home Instead U.S. Franchised Businesses in operation as of December 31, 2021 that achieved 2021 gross sales of $4,500,000+; $4,000,000 to $4,499,999; $3,500,000 to $3,999,999; $3,000,000 to $3,499,999; $2,500,000 to $2,999,999; $2,100,000 to $2,499,999; $1,900,000 to $2,099,999; $1,700,000 to $1,899,999; $1,500,000 to $1,699,999; $1,300,000 to $1,499,999; $1,100,000 to $1,299,999; $900,000 to $1,099,999; $700,000 to $899,999; $500,000 to $699,999; and $0 to $499,999

• 2021 average, median, high, and low gross sales for the 604 Home Instead U.S. Franchised Businesses in operation during the entire calendar year ending December 31, 2021

Section VI – Key ratios, comparables, computations, and analyses for the Home Instead Senior Care franchise opportunity (exclusive content for Platinum subscribers)

Section I – Home Instead Senior Care Franchise Costs

• Home Instead Senior Care franchise costs, based on Item 7 of the company’s 2022 FDD:

• Initial Fee:  $59,000
• Operating Software – 3 Months:  $0 to $500
• Training and Living Expenses While Training:  $500 to $1,000
• Real Estate and Expenses:  $1,000 to $3,500
• Equipment:  $3,000 to $5,000
• Signs:  $1,000 to $5,000
• Miscellaneous Opening Costs, Including Insurance Deposit:  $7,000 to $10,000
• Inventory:  $500 to $1,000
• Advertising – 3 Months:  $1,000 to $5,000
• Additional Funds – 6 Months:  $30,000 to $40,000
• Total Estimated Home Instead Senior Care Franchise Costs:  $103,000 to $130,000

Section II – Home Instead Senior Care’s Initial Franchise Fee, Royalty Fee, and Marketing Fee

• Home Instead Senior Care’s initial franchise fee, royalty fee, and marketing fee, based on Items 5 and 6 of the company’s 2022 FDD:

• Initial Franchise Fee:  $59,000
• Royalty Fee:  5% of Gross Sales
• Marketing Fund:  2% of monthly Gross Sales

Section III – Number of Franchised and Company-Owned Home Instead Senior Care Outlets

Franchised

2019

• Outlets at the Start of the Year:  604
• Outlets at the End of the Year:  609
• Net Change:  +5

2020

• Outlets at the Start of the Year:  609
• Outlets at the End of the Year:  609
• Net Change:  0

2021

• Outlets at the Start of the Year:  609
• Outlets at the End of the Year:  609
• Net Change:  0

Company-Owned

2019

• Outlets at the Start of the Year:  3
• Outlets at the End of the Year:  2
• Net Change:  -1

2020

• Outlets at the Start of the Year:  2
• Outlets at the End of the Year:  2
• Net Change:  0

2021

• Outlets at the Start of the Year:  2
• Outlets at the End of the Year:  3
• Net Change:  +1

Section IV – News Updates on the Home Instead Senior Care Franchise

• Home Instead Chief Advocacy Officer Helps Craft the First-Ever National Strategy to Support Family Caregivers

• Home Instead Parent Company Launches Honor Expert to Help Older Adults and Families Navigate Aging and Health Issues

• Home Instead Receives Global Franchise Award for International Excellence

• Honor to Buy Home Instead, Creating $2 Billion Home Care Services Company

• Home Instead Ranks No. 116 on Entrepreneur’s 2022 Franchise 500 List

Section V – Financial Performance Representations (Average Revenues and/or Profits) for the Home Instead Senior Care Franchise (Item 19, 2022 FDD)

• For purposes of this Item 19, “Gross Sales” means the aggregate amount of all sales of all services and products, and other goods and services, whether for cash, on credit or otherwise, made or provided at or in connection with the Franchised Business, including all charges for services performed.

• Gross Sales does not include: (1) any federal, state, municipal, or other sales tax, goods and services tax, value-added or other retailer’s excise tax, or any other similar tax on the supply of goods and services collected from clients at the point of sale and that you pay or accrue, if such taxes are separately stated when the client is charged and if such taxes are paid to the appropriate taxing authority, or (2) adjustments for net returns on salable goods and discounts allowed to clients on sales.

• In addition, Gross Sales does not include the amount of any refunds, chargebacks, credits, and allowances given in good faith to clients by franchisees and the amount of mileage and out-of-pocket expenses incurred by and reimbursed to franchisees’ employees in connection with providing services to clients.

Part 1 – Gross Sales Data by Years in Business

• The Gross Sales data in the table below is based upon information reported to Home Instead by the 609 Home Instead U.S. Franchised Businesses in operation as of December 31, 2021 on an individual per franchise basis.

• The Gross Sales data does not include 3 Home Instead businesses operated by Home Instead’s affiliates for all or a portion of the year.

2021 Total Revenue

0-1 Years in Business as of December 31, 2021

• $4,500,000+:  0
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  0
• $3,000,000 to $3,499,999:  0
• $2,500,000 to $2,999,999:  0
• $2,100,000 to $2,499,999:  0
• $1,900,000 to $2,099,999:  0
• $1,700,000 to $1,899,999:  0
• $1,500,000 to $1,699,999:  0
• $1,300,000 to $1,499,999:  0
• $1,100,000 to $1,299,999:  0
• $900,000 to $1,099,999:  0
• $700,000 to $899,999:  0
• $500,000 to $699,999:  0
• $0 to $499,999:  5
• Grand Total:  5

2-3 Years in Business as of December 31, 2021

• $4,500,000+:  2
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  0
• $3,000,000 to $3,499,999:  0
• $2,500,000 to $2,999,999:  3
• $2,100,000 to $2,499,999:  1
• $1,900,000 to $2,099,999:  2
• $1,700,000 to $1,899,999:  3
• $1,500,000 to $1,699,999:  2
• $1,300,000 to $1,499,999:  2
• $1,100,000 to $1,299,999:  5
• $900,000 to $1,099,999:  4
• $700,000 to $899,999:  1
• $500,000 to $699,999:  0
• $0 to $499,999:  0
• Grand Total:  25

4-5 Years in Business as of December 31, 2021

• $4,500,000+:  0
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  0
• $3,000,000 to $3,499,999:  3
• $2,500,000 to $2,999,999:  6
• $2,100,000 to $2,499,999:  3
• $1,900,000 to $2,099,999:  1
• $1,700,000 to $1,899,999:  4
• $1,500,000 to $1,699,999:  4
• $1,300,000 to $1,499,999:  3
• $1,100,000 to $1,299,999:  3
• $900,000 to $1,099,999:  3
• $700,000 to $899,999:  4
• $500,000 to $699,999:  0
• $0 to $499,999:  0
• Grand Total:  34

6-7 Years in Business as of December 31, 2021

• $4,500,000+:  4
• $4,000,000 to $4,499,999:  2
• $3,500,000 to $3,999,999:  2
• $3,000,000 to $3,499,999:  0
• $2,500,000 to $2,999,999:  4
• $2,100,000 to $2,499,999:  6
• $1,900,000 to $2,099,999:  3
• $1,700,000 to $1,899,999:  2
• $1,500,000 to $1,699,999:  5
• $1,300,000 to $1,499,999:  3
• $1,100,000 to $1,299,999:  7
• $900,000 to $1,099,999:  5
• $700,000 to $899,999:  2
• $500,000 to $699,999:  2
• $0 to $499,999:  0
• Grand Total:  47

8-9 Years in Business as of December 31, 2021

• $4,500,000+:  35
• $4,000,000 to $4,499,999:  12
• $3,500,000 to $3,999,999:  18
• $3,000,000 to $3,499,999:  32
• $2,500,000 to $2,999,999:  49
• $2,100,000 to $2,499,999:  60
• $1,900,000 to $2,099,999:  32
• $1,700,000 to $1,899,999:  34
• $1,500,000 to $1,699,999:  32
• $1,300,000 to $1,499,999:  36
• $1,100,000 to $1,299,999:  40
• $900,000 to $1,099,999:  23
• $700,000 to $899,999:  14
• $500,000 to $699,999:  8
• $0 to $499,999:  0
• Grand Total:  425

10-11 Years in Business as of December 31, 2021

• $4,500,000+:  0
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  0
• $3,000,000 to $3,499,999:  1
• $2,500,000 to $2,999,999:  2
• $2,100,000 to $2,499,999:  2
• $1,900,000 to $2,099,999:  1
• $1,700,000 to $1,899,999:  1
• $1,500,000 to $1,699,999:  0
• $1,300,000 to $1,499,999:  3
• $1,100,000 to $1,299,999:  1
• $900,000 to $1,099,999:  2
• $700,000 to $899,999:  4
• $500,000 to $699,999:  2
• $0 to $499,999:  9
• Grand Total:  28

12-13 Years in Business as of December 31, 2021

• $4,500,000+:   2
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  2
• $3,000,000 to $3,499,999:  1
• $2,500,000 to $2,999,999:  0
• $2,100,000 to $2,499,999:  1
• $1,900,000 to $2,099,999:  1
• $1,700,000 to $1,899,999:  0
• $1,500,000 to $1,699,999:  0
• $1,300,000 to $1,499,999:  3
• $1,100,000 to $1,299,999:  0
• $900,000 to $1,099,999:  2
• $700,000 to $899,999:  1
• $500,000 to $699,999:  1
• $0 to $499,999:  0
• Grand Total:  14

14-15 Years in Business as of December 31, 2021

• $4,500,000+:  0
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  1
• $3,000,000 to $3,499,999:  0
• $2,500,000 to $2,999,999:  0
• $2,100,000 to $2,499,999:  2
• $1,900,000 to $2,099,999:  2
• $1,700,000 to $1,899,999:  0
• $1,500,000 to $1,699,999:  2
• $1,300,000 to $1,499,999:  1
• $1,100,000 to $1,299,999:  4
• $900,000 to $1,099,999:  3
• $700,000 to $899,999:  1
• $500,000 to $699,999:  1
• $0 to $499,999:  0
• Grand Total:  17

16+ Years in Business as of December 31, 2021

• $4,500,000+:  0
• $4,000,000 to $4,499,999:  0
• $3,500,000 to $3,999,999:  1
• $3,000,000 to $3,499,999:  0
• $2,500,000 to $2,999,999:  1
• $2,100,000 to $2,499,999:  1
• $1,900,000 to $2,099,999:  1
• $1,700,000 to $1,899,999:  0
• $1,500,000 to $1,699,999:  2
• $1,300,000 to $1,499,999:  3
• $1,100,000 to $1,299,999:  0
• $900,000 to $1,099,999:  2
• $700,000 to $899,999:  3
• $500,000 to $699,999:  0
• $0 to $499,999:  0
• Grand Total:  14

Grand Total

• $4,500,000+:  43 (7%)
• $4,000,000 to $4,499,999:  14 (2%)
• $3,500,000 to $3,999,999:  24 (4%)
• $3,000,000 to $3,499,999:  37 (6%)
• $2,500,000 to $2,999,999:  65 (11%)
• $2,100,000 to $2,499,999:  76 (12%)
• $1,900,000 to $2,099,999:  43 (7%)
• $1,700,000 to $1,899,999:  44 (7%)
• $1,500,000 to $1,699,999:  47 (8%)
• $1,300,000 to $1,499,999:  54 (9%)
• $1,100,000 to $1,299,999:  60 (10%)
• $900,000 to $1,099,999:  44 (7%)
• $700,000 to $899,999:  30 (5%)
• $500,000 to $699,999:  14 (2%)
• $0 to $499,999:  14 (2%)
• Grand Total:  609 (100%)

Part 2 – Average, Median, High, and Low Gross Sales

• The Gross Sales data in the table below is based upon information reported to Home Instead by the 604 Home Instead U.S. Franchised Businesses in operation during the entire calendar year ending December 31, 2021, on an individual per franchise basis.

• The Gross Sales data does not include 3 Home Instead businesses operated by Home Instead’s affiliates. The Gross Sales data also does not include any Franchised Businesses that opened or closed in calendar year 2021.

• Number of Franchised Businesses:  604
• Average Gross Sales:  $2,229,479.95
• Number and Percentage of Franchised Businesses Meeting or Exceeding Average:  231 / 38%
• Median Gross Sales Per Franchised Business:  $1,898,577.50
• Highest Franchised Business Gross Sales:  $9,547,031
• Lowest Franchised Business Gross Sales:  $115,342.40

• The Franchised Businesses whose data is included in the tables above are substantially similar to the franchises Home Instead is offering in the disclosure document, and their services are the same as those to be offered and sold by you.

• The Gross Sales data in the tables above do not contain any information regarding the cost of sales, operating expenses, or other costs or expenses that must be deducted from Gross Sales to obtain your net income or profit.

• The information in the tables above has been prepared by Home Instead’s management from royalty records reported to it by its franchisees and has not been independently audited, but Home Instead does not have any reason to believe the information is not reliable.

• Some Franchised Businesses have earned this amount. Your individual results may differ. There is no assurance you will earn as much.

Section VI – Home Instead Senior Care Franchise Ratios, Comparables, Computations, and Analyses (Exclusive Content for Platinum Subscribers) ⬇️