Home Instead

Home Instead

Home Instead franchises provide non-medical in-home care services, including companionship, personal care, nurse-directed care, and specialized services such as end-of-life and Alzheimer’s support for older adults and other individuals needing assistance. Franchisees operate under the Home Instead system, employing trained Care Professionals to deliver these services, allowing clients to remain in their preferred home environment. The target market is primarily seniors aged 65 and older, as well as others requiring home care, in a growing market competing with national and local providers.

614
Locations
$113K–$157K
Investment
Since 1995
Franchising
ServicesOmaha, NEHonor Technology, Inc.www.homeinstead.comDisclaimer

Franchise Costs


Franchise Fee
$54,000
Item 5 of FDD
Initial Investment Range
$112,500 $156,500
Low: $112,500High: $156,500
Item 7 of FDD
Royalty Rate
5.00%
of gross sales
Brand Fund
2.00%
Item 6 of FDD
Fixed Monthly Fees
$500 – $500
Item 6 of FDD

5% royalty + 2% ad fund + $500/mo technology fee

Financial Performance


Item 19 Financial Performance

Average Gross Revenue
$0
Median Gross Revenue
$0

Data Based On: Data based on 603 Home Instead U.S. Franchised Businesses in operation during the entire calendar year ending December 31, 2023, on an individual per franchise basis, as reported in the summary table on Page 3 for Average Gross Sales and Median Gross Sales.

* Average and median gross revenue are directly extracted from the table 'Statement of Average Gross Sales and Client Hours Served for All Home Instead U.S. Franchised Businesses' on Page 3. The data corresponds to 603 franchised businesses. No expense, net income, net profit, or EBITDA data is provided, as explicitly stated on Page 5.

Extracted Item 19 Section

How Home Instead Compares


FranchiseInvestmentFeeRoyaltyLocations
Home Instead
Current
$113K – $157K$54K5.0%614
Bimbo Foods Bakeries Distribution, LLC$14K – $607KN/AN/A6,454
THE UPS STORE (TRADITIONAL)$216K – $609K$30K5.0%4,500
JACKSON HEWITT TAX SERVICE$71K – $105K$25K15.0%2,744
CRUISE PLANNERS$2K – $21K$11K3.0%2,655
SERVPRO (UNIT)$259K – $380K$100K10.0%2,286
Business Services Average
188 franchises
$118K – $284K$46K10.4%

* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 188 Business Services franchises by location count.

Locations & Growth


Outlet Growth Over Time

Total outlets at end of each year

Geographic Distribution (2023)

Outlets by state across the United States

Top States
1CA
60
2TX
42
3PA
40
4FL
40
5OH
30
6IL
25
7NC
25
8NY
24
9IN
19
10VA
18
11GA
16
12TN
15
13MA
15
14WA
14
15WI
14

+35 more states

SBA Loan History


Historical SBA 7(a) loan data for Home Instead franchisees (20102025)

Total Loans
366
Average Loan
$628,073
Total Volume
$229.9M
Default Rate
0.8%

Loans by Year

SBA 7(a) loan activity over time

* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.

Franchisee Contacts


674 franchisee contacts on file from official FDD filings.

NameSBA Loan
John Smith
ABC Franchise LLC
$350,000
2023 · Active
John Smith
ABC Franchise LLC
$350,000
2023 · Active
John Smith
ABC Franchise LLC
$350,000
2023 · Active
John Smith
ABC Franchise LLC
$350,000
2023 · Active
John Smith
ABC Franchise LLC
$350,000
2023 · Active

674 Contacts Available

Unlock all Home Instead franchisee contacts with verified contact information

Due Diligence


Litigation (Item 3)

Franchisee Cases4

Primarily termination disputes, enforcement of post-term non-competition and non-disclosure covenants, breach of franchise agreement, and related counterclaims by franchisees.

Bankruptcy (Item 4)

Bankruptcy HistoryNo
No bankruptcy history reported

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
0
Non-Renewals
0
Reacquired
0
Ceased Ops
7
Transfers
51
Sold to Franchisees
0
Projected New
5

Frequently Asked Questions


The total initial investment to open a Home Instead franchise ranges from $112,500 to $156,500. This includes a franchise fee of $54,000. Ongoing royalty fees are 5.0% of gross sales.

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Also includes FDDs for

THE UPS STORE (TRADITIONAL)
THE UPS STORE (TRADITIONAL)
AMERIPRISE FINANCIAL SERVICES LLC
AMERIPRISE FINANCIAL SERVICES LLC
JACKSON HEWITT TAX SERVICE
JACKSON HEWITT TAX SERVICE
SERVPRO (UNIT)
SERVPRO (UNIT)
H&R BLOCK
H&R BLOCK
+1,700 more