Complete investment analysis based on official FDD data
Total Investment
$64,920 – $135,770
Franchise Fee
$57,000
Royalty Rate
10.0%
The total initial investment to open a CarePatrol franchise ranges from $64,920 to $135,770, as disclosed in their Franchise Disclosure Document. This includes the one-time franchise fee of $57,000.
Midpoint estimate: $100,345
$57,000
One-time initial fee
The CarePatrol franchise fee is a one-time upfront payment made to the franchisor when you sign the franchise agreement. This fee grants you the right to operate under the CarePatrol brand and is included in the total initial investment range above.
Royalty Fee
10.0%
of gross revenue
Ad/Marketing Fund
2.0%
of gross revenue
Total Ongoing Fee Burden: 12.0% of gross revenue
Combined royalty and advertising fund contributions before any other fees.
| Fee Type | Rate | Type | Notes |
|---|---|---|---|
| Royalty Fee | 10.0 | PCT | Standard Offering: 10%-12% of Gross Sales with minimum starting at $0 (months 0-2), $300 (months 3-12), $600 (months 13-24), $900 (months 25-36), $1200 (months 37-48), $1500 (months 49+). Reduced Initial Fee Offering: 15% of Gross Sales with minimums starting at $475 (months 3-12), $950 (months 13-24), $1425 (months 25-36), $1875 (months 37-48), $2350 (months 49+). Collected two months in arrears on 25th day of each month. |
| National Invoicing Fee | 60.0 | VARIABLE | $0 for invoices $0-$1,999; $60 for invoices $2,000-$3,999; $120 for invoices $4,000+. Fee applies to partner facility placements. Franchisor can change with 60 days notice. |
| National Advertising Fee | 1.0 | PCT | 1% of Gross Sales with monthly minimum of $300 starting month 3. Collected two months in arrears on 25th day of each month. Franchisor reserves right to increase to 2% with $600 minimum. |
| Local Marketing Spend | 2.0 | PCT | 2% of Gross Sales with monthly minimum of $1,000. Payable directly to third-party vendors. Requires at least 8 hours/week of local marketing efforts. |
| Technology Fee | 449.0 | FIXED | $449 per month for client management software and other technologies. Due 20th day of each month, collected in current month. Franchisor can change fee if offering updated/additional software. |
| Google Workspace® Fee | 18.0 | FIXED | $18 per month per Google Workspace license (plus taxes). Required for franchisee and key employees. Due 20th day of each month, collected one month in arrears. Franchisor can change with 30 days notice. |
| Accounting Software Fee | 92.5 | FIXED | $85-$100 per month for QuickBooks Online Plus Business Package. Payable directly to vendor. |
| Certified Senior Advisor Fees | 1645.0 | FIXED | $1,495-$1,795 initial fee; $175 annual renewal fee. Payable to Society of Certified Senior Advisors. Must be obtained before opening franchised business. |
| National Trade Organization Membership Fee | 350.0 | FIXED | $200-$500 annually. Payable to approved national trade organizations. Required to maintain membership in approved senior placement national and state trade organizations. |
| Society for Human Resources Management (SHRM) Membership Fee | 264.0 | FIXED | Currently $264 per year. Payable directly to SHRM. |
| Contact Center Fee | 799.0 | FIXED | First 6 months paid upfront upon signing (see Item 5). Months 7-12 billed at $799/month. After month 12, optional. Due 20th day following close of calendar month. Franchisor can change fee with 30 days notice and may discount for additional franchised businesses. |
| Protected Territory Change Fee | 5000.0 | FIXED | $5,000 if franchisee unilaterally requests territory change. Franchisor not obligated to grant request. Due at time of change. |
| New Managing Owner and/or New Managing Employee Training Fee | 2000.0 | FIXED | $2,000 per person for new Managing Owner or Managing Employee training. Due 10 days after invoice. Subject to annual CPI increase. |
| Marketer Training Fee | 1000.0 | FIXED | $1,000 per person. Due 10 days after invoice. Subject to annual CPI increase. |
| Supplemental Training Fee & Refresher Training Fee | 500.0 | FIXED | $500 per day plus expenses (travel, meals, lodging). Due 10 days after invoice. Franchisee must reimburse all costs including cancellation expenses. Subject to annual CPI increase. |
| Annual Conference Registration Fee | 750.0 | FIXED | Up to $750 for first two attendees; $350 per additional attendee. Due upon event registration. Attendance required (or approved substitute). Attendees pay own travel/lodging. Franchisor can change with 90 days notice. Subject to annual CPI increase. |
| Annual Conference Absentee Fee | 1500.0 | FIXED | $1,500 if fail to attend or send approved employee. Due via EFT 10 days after conference concludes. Subject to annual CPI increase. |
| Regional Meeting Registration Fee | 250.0 | FIXED | Up to $250 per attendee. Due upon event registration. Required to attend one regional meeting per year (or send approved substitute). Franchisor can change with 90 days notice. Subject to annual CPI increase. |
| Regional Meeting Absentee Fee | 500.0 | FIXED | $500 if fail to attend or send approved employee. Due via EFT 10 days after meeting concludes. Subject to annual CPI increase. |
| Transfer Fee | 15000.0 | VARIABLE | $15,000 for 50%+ ownership change. Prorated for less than 50% change. If entire business transferred to unrelated third party, transferee or transferor must also pay training fee. Due prior to training at transfer closing. |
| Renewal Fee | 7500.0 | FIXED | $7,500 for 10-year renewal or $15,000 for 15-year renewal. Due at time of signing renewal agreement, deducted via EFT. Reduced Initial Fee franchisees cannot switch to Standard Offering rates upon renewal. |
| Third-party Broker Listing Fee | N/A | VARIABLE | Varies by broker. May be flat fee or percentage of sale price. Due upon execution of new franchise agreement by buyer. Payable to CarePatrol or escrow agent. Franchisee responsible for understanding broker terms. |
| Examination/Audit of Your Records and Under Reporting Penalty | 300.0 | FIXED | $300 per day per person plus expenses, full underpayment amount, $5,000 penalty, and interest. Payable only if understatement exceeds 2%. Due upon demand. |
| Client and Location Infraction Fee | N/A | VARIABLE | Two times (2x) full placement fee realized payable to affected franchisee, plus up to $5,000 penalty per infraction payable to franchisor. For placing client in another franchisee's territory without permission. Due upon demand. Subject to annual CPI increase. |
| Client Resolution Fee | 500.0 | VARIABLE | Greater of $500 or $50/hour for franchisor assistance in resolving client/location disputes between franchisees. Due via ACH 10 days from invoice. Franchisor not obligated to assist. Subject to annual CPI increase. |
| Unapproved Services Fee | 1.0 | PCT | 1% of Gross Sales if franchisee utilizes Proprietary Marks for unapproved services. Payable to franchisor. |
| Interest | 18.0 | PCT | 18% or maximum allowed by law. Incurred immediately on late payments. Payable to franchisor. |
| Late Payment Fee | 150.0 | FIXED | Up to $150 per week for each individual payment past due. Begins from date payment was due or date of underpayment. Due upon demand. |
| Late Reporting Fee | 150.0 | FIXED | Up to $150 per report per week for each required report not submitted. Begins from date report was due. Due upon demand. |
| Drivers' Safety Course | N/A | VARIABLE | Variable amount. Required if franchisor receives complaints about unsafe driving by franchisee or employees. Payable to state-approved third-party provider. Due upon demand. |
| Insurance | N/A | VARIABLE | If franchisee fails to obtain required insurance, franchisor may obtain it and franchisee must reimburse cost of premium plus related expenses. Due when invoiced. |
Category
Health & Beauty
Franchise Score
out of 100
CarePatrol is a senior care placement and advisory service that helps families find quality in-home care, assisted living, and memory care options for their aging loved ones. The company provides personalized guidance and connects seniors with appropriate care solutions tailored to their specific needs and preferences.
Median Revenue
$191,874
per year, per location
Mean Revenue
$203,330
per year, per location
Estimated Owner Profit
$56,104
per year
Profit Margin
29.2%
of revenue
Estimation method: disclosed
Estimated ROI (Simple Payback): 1.8 years
Based on midpoint investment of $100,345 and estimated annual owner profit of $56,104.
Avg. Annual Closure Rate
3.0%
Moderate risk — near industry average
Net Unit Growth
+60 units
From 2022 to 2024
| Year | Start | Opened | Closed | Transfers | End |
|---|---|---|---|---|---|
| 2022 | 141 | +25 | -1 | — | 160 |
| 2023 | 160 | +27 | -7 | — | 173 |
| 2024 | 173 | +41 | -7 | — | 201 |
Based on the FDD data, here is a data-driven snapshot of the CarePatrol franchise opportunity:
Overall Score
66/100
Moderate opportunity
Est. Payback Period
1.8 yrs
Fast payback
Risk Level
Medium
3.0% annual closure rate
CarePatrol shows a moderate score across our evaluation criteria. Careful due diligence is recommended. With median unit revenue of $191,874 and a combined fee burden of 12.0% of gross revenue, prospective franchisees should model their own financial projections carefully. For a complete analysis including risk factors, deal-breaker flags, and detailed financial modeling, see the full report.
Get the full CarePatrol franchise intelligence report with risk analysis, deal-breaker alerts, and detailed financial projections.
View Full CarePatrol Report →Investment: $166,225 – $550,550
Royalty: 7.0%
Units: 950
View cost breakdown →
Investment: $178,500 – $327,250
Median Revenue: $507,663
View cost breakdown →
Investment: $272,350 – $491,750
Royalty: 7.0%
Median Revenue: $71,268
View cost breakdown →
Investment: $187,719 – $506,542
Royalty: 6.0%
Median Revenue: $475,925
View cost breakdown →
Investment: $515,789 – $729,603
Royalty: 6.0%
View cost breakdown →
Investment: $313,250 – $529,500
Royalty: 5.0%
Median Revenue: $1,567,251
View cost breakdown →