About CarePatrol Franchise
CarePatrol is a senior living placement and referral service that helps families find the right care solutions for aging loved ones.
Advisors work one-on-one with families to identify and evaluate independent living communities, assisted living facilities, memory care units, nursing homes, and similar senior care settings based on each client's specific needs and financial situation.
The primary customers are seniors and their adult children who are navigating major care transitions, often during stressful and time-sensitive circumstances.
CarePatrol Franchise Cost & Fees
Minimum Investment
$65K
Average Investment
$100K
Maximum Investment
$136K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $20,000 to $57,000 | One-time payment upon signing |
| Royalty Fee | 10% to 12% of Gross Sales (Standard Offering); 15% of Gross Sales (Reduced Initial Fee Offering) of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | 1% of Gross Sales, minimum $300/month | National brand fund |
| Total Investment Range | $64,920 – $135,770 | Includes build-out, inventory, working capital |
The investment range of $65K–$136K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (10% to 12% of Gross Sales (Standard Offering); 15% of Gross Sales (Reduced Initial Fee Offering)) and marketing fee (1% of Gross Sales, minimum $300/month) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $20,000 | $57,000 |
| Initial Training Fee | $10,000 | $10,000 |
| Initial Contact Center Fee (6 months) | $4,800 | $4,800 |
| Travel Expenses for Training | $2,500 | $5,200 |
| Real Estate & Related Expenses | $150 | $200 |
| Office Equipment | $1,100 | $2,250 |
| Computer Systems | $2,500 | $3,750 |
| Signs | $0 | $550 |
| Certified Senior Advisor Certification | $1,495 | $1,795 |
| Professional Fees & Business Licenses | $1,725 | $2,725 |
| Vehicle - Deposit & 3 Lease Payments | $0 | $5,000 |
| Insurance (3-6 months) | $650 | $2,500 |
| Additional Funds - 3-6 Months Working Capital | $20,000 | $40,000 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $15,000 for 50%+ ownership change; proportional for less than 50% ownership change |
| Renewal Fee | $7,500 for 10-year renewal term or $15,000 for 15-year renewal term |
| Technology Fee | $449/month |
| Audit Fee | $300/day per auditor plus expenses plus $5,000 under-reporting penalty if understatement exceeds 2% |
| Local Marketing Spend | Greater of 2% of monthly Gross Sales or $1,000/month |
| Google Workspace Fee | $18/month per account |
| Accounting Software Fee (QuickBooks Online Plus) | $85-$100/month |
| Contact Center Fee (after first 12 months, optional) | $799/month |
| CSA Certification Annual Renewal | $175/year |
| National Trade Organization Membership | $200-$500/year |
| SHRM Membership | $264/year |
| Annual Conference Registration | Up to $750 for 2 attendees; $350/additional attendee |
| Annual Conference Absentee Fee | $1,500 |
| Regional Meeting Registration | Up to $250/attendee |
| Regional Meeting Absentee Fee | $500 |
| New Managing Owner/Employee Training | $2,000/person |
| Marketer Training Fee | $1,000/person |
| Supplemental/Refresher Training Fee | $500/day plus expenses |
| Protected Territory Change Fee | $5,000 |
| National Invoicing Fee | $0 (under $2,000 invoice), $60 ($2,000-$3,999), $120 ($4,000+) |
| Late Payment Fee | Up to $150/week per individual payment |
| Late Reporting Fee | Up to $150/report/week |
| Interest on Late Payments | 18% per annum or maximum allowed by law |
| Client/Location Infraction Fee | 2x full placement fee plus up to $5,000 penalty payable to affected franchisee |
| Client Resolution Fee | Greater of $500 or $50/hour |
| Unapproved Services Fee | 1% of Gross Sales from unapproved services |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Approximately 12 weeks total (Phase One: 6-8 weeks; Phase Two: 6-8 weeks); must be completed contiguously |
| Classroom Training | 147 hours interactive/virtual training (95 hours in Phase One; 52 hours in Phase Two) |
| On-the-Job Training | 16 hours field training (all in Phase Two) |
| Training Location | Designated Location (Bloomfield Hills, Michigan) and within franchisee's Approved Location/Protected Territory via combination of in-person, eLearning, and virtual classes |
| Additional Training | Supplemental training available at franchisee request at $500/day plus expenses; Refresher training may be required by franchisor at $500/day; Periodic mandatory and optional training courses; Annual Conference required annually; One Regional Meeting required annually |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected |
| Exclusive Territory | No |
| Territory Size | Minimum 1,200 beds; defined by specified ZIP codes based on number of beds, senior housing facilities, and total population |
| Description | Franchisees operate within a Protected Territory defined by specified ZIP codes. Franchisor will not locate another franchise or company-owned location within the Protected Territory, but franchisees do not receive an exclusive territory. Franchisor retains rights to sell through alternative channels, acquire competing businesses, and operate National Accounts within the territory. Minimum performance requirements must be met to maintain territorial rights or territory may be reduced or terminated. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 10 years |
| Renewal Term | One additional successor renewal term; franchisee may elect 10-year term ($7,500 fee) or 15-year term ($15,000 fee) |
| Renewal Fee | $7,500 for 10-year renewal term or $15,000 for 15-year renewal term |
| Renewal Conditions | Timely written notice (6-12 months before expiration); not in default; current on all debt obligations; execute then-current franchise agreement and ancillary documents; execute mutual general release of claims; pay applicable renewal fee |
| Transfer Fee | $15,000 for 50%+ ownership change; proportional percentage of $15,000 based on ownership percentage transferred for less than 50% change; no transfer fee for transfer to immediate family members |
| Transfer Conditions | Prior written consent required; all accrued obligations must be satisfied; transferee must attend evaluation at franchisor headquarters; transferee must execute then-current franchise agreement; transferee must meet educational, managerial, and financial standards; training must be arranged; release of claims from transferor required |
| Termination for Cause | 30-day cure period for most curable defaults including nonpayment of fees, failure to obtain office lease, failure to attend training, and unauthorized use of marks; immediate termination without cure for bankruptcy, abandonment, felony conviction, unauthorized transfer, false records, or repeated defaults |
| Non-Compete Period | 2 years post-termination, expiration, or transfer |
| Non-Compete Details | Cannot own, operate, advise, or have any interest in a competing senior placement or referral business for 2 years within the Protected Territory, within a 75-mile radius of the Protected Territory, or within a 75-mile radius of any other CarePatrol franchise. In-term non-compete prohibits competing business anywhere in the United States. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | A Managing Owner or Managing Employee must dedicate full-time efforts (minimum 35 hours per week) to the daily management and supervision of the business and must complete all phases of initial training before opening. For multiple territories, a full-time dedicated marketer must be employed for each additional territory. |
| Required Suppliers | Insurance must be purchased through franchisor's designated insurance broker. Proprietary client management software (Calculated Care) licensed from franchisor. QuickBooks Online Plus required from Intuit. CSA certification through Society of Certified Senior Advisors. Google Workspace required for email. |
| Supply Restrictions | Computer systems and hardware must meet franchisor specifications. All marketing materials must receive franchisor approval before use. Insurance policies must be purchased from designated broker. Operating supplies including smartphone and digital camera must meet standards and specifications. |
| Franchisor Revenue from Suppliers | $89,249 representing 1.1% of CarePatrol's total revenues of $7,777,651 for fiscal year ending December 31, 2024 |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | Yes |
| Description | Franchisor may finance up to 50% of the Initial Franchise Fee for qualified Standard Offering franchisees at 10% per annum interest rate with a 60-month repayment term. Monthly payments begin no later than 6 months after Contract Date. A security interest in all franchise assets is required. Not available for Reduced Initial Fee Offering franchisees. |
CarePatrol Franchise Earnings — Item 19
Average Revenue
$346K
Median Revenue
$192K
Revenue Range
$16K – $2.0M
Sample Size
147 units
Past financial performance does not guarantee future results. Individual results will vary.
CarePatrol Litigation & Risk Flags
5 Pending Actions ListedReview the full FDD for details on pending litigation.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
CarePatrol System Growth
Total Units
201
Franchised
201
Company-Owned
0
CarePatrol currently operates 201 franchised locations and 0 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2022 | 25 | 6 | 160 |
| 2023 | 27 | 14 | 173 |
| 2024 | 41 | 13 | 201 |
Transfers: 9 | Closures: 13
State Registrations
Registered in 19 states: CA, FL, HI, IL, IN, KY, MD, MI, MN, NE, NY, ND, RI, SD, TX, UT, VA, WA, WI
Franchisor Financials (Item 21)
Revenue
$37.3M
Net Income
$-3,073,861
Total Assets
$45.7M
CarePatrol Franchise — FAQ
The total investment to open a CarePatrol franchise ranges from $64,920 to $135,770, per their Franchise Disclosure Document. This includes the initial franchise fee of $20,000 to $57,000. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
CarePatrol charges a royalty fee of 10% to 12% of Gross Sales (Standard Offering); 15% of Gross Sales (Reduced Initial Fee Offering) of gross sales, plus a 1% of Gross Sales, minimum $300/month contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the CarePatrol Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from CarePatrol to ensure you have the most up-to-date version.
According to the Item 19 financial performance representation in their FDD, CarePatrol franchise owners report average revenue of $346K and median revenue of $192K. This is based on a sample of 147 units. Past performance does not guarantee future results.
CarePatrol has been franchising since 2009. The FDD shows an investment range of $64,920-$135,770, a 10% to 12% of Gross Sales (Standard Offering); 15% of Gross Sales (Reduced Initial Fee Offering) royalty, and includes an Item 19 earnings disclosure. There are 5 pending litigation action(s). Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $20,000 to $57,000 and the total investment ranges from $64,920 to $135,770 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from CarePatrol and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with CarePatrol or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com