All States M.E.D. vs ACASA Senior Care

ACASA Senior Care wins on TAM and timing—hands down. With 7 franchised units, 40% unit growth, and a current 2025 FDD, the system is small but expanding fast enough to generate a steady pipeline of new-location software deals. That expansion momentum is the single biggest lever for a vendor: every new franchise sold is a fresh seat for your POS, scheduling, and marketing tools. The approved-supplier terrain is a gate, but a fast-growing franchisor actively adding units tends to be more open to vetting and onboarding new tech partners to standardize ops.

Budget tilts the same direction. ACASA’s $6.9M AUV per unit dwarfs most home-care concepts and means franchisees are running high-revenue businesses that can swallow a meaningful software subscription without flinching. A 5% royalty leaves ample cash flow for tooling. All States M.E.D. offers no AUV data, a higher 8% royalty, and a heftier upfront investment on just one franchised unit—no signal that its single operator has the revenue scale to fund a serious software buy.

The tradeoff is that both brands use an approved-supplier model, which forces you to win over a franchisor before you can sell to franchisees. But while ACASA’s gate is attached to a living, growing system with a DUE filing and clear growth, All States M.E.D.’s gate is attached to a stale, OVERDUE FDD and a near-zero unit base. That’s not a terrain problem; it’s a viability problem. You can navigate an approval process. You can’t sell software to a franchise that isn’t issuing new units and can’t prove its existing ones are healthy.

Verdict: ACASA Senior Care is the stronger software-sales opportunity right now because its rapid growth, high AUV, and current compliance create immediate TAM and budget advantages that the stagnant, opaque All States M.E.D. simply can’t match.