MDH Franchisor vs ACASA Senior Care

ACASA Senior Care is the stronger opportunity right now, and it’s not close. The dimension that matters most here is budget. With an AUV of $6.9M, these are high-revenue, multi-location operations that can actually afford and justify a full-stack software investment—POS, scheduling, marketing automation, back-office. At $83K–$134K all-in, the tech spend is a rounding error against that top line. Compare that to MDH, where a $360K AUV makes an $8% royalty and 2% ad fund feel like a real squeeze on operator margin, leaving little room for software that isn’t priced like a commodity.

The tradeoff is TAM versus terrain. MDH has more total units (12 vs 8), but only 4 are franchised—meaning the bulk are corporate locations where a vendor sale is a single-threaded enterprise deal, not a scalable franchise play. ACASA’s 7 franchised units, 40% unit growth, and a DUE filing that signals active expansion give you a cleaner, repeatable land-and-expand motion across a growing owner base. You’re selling into a system where each new franchisee is a fresh budget, not a corporate renewal cycle.

Timing seals it. ACASA’s 2025 FDD is due, which means they’re in a disclosure window and likely onboarding new franchisees right now. That’s your insertion point—get in front of the franchisor while tech decisions are being made for incoming owners. MDH’s CURRENT filing is nice, but with flat franchised-unit count and a low-revenue profile, there’s no urgency signal.

Verdict: ACASA Senior Care wins on budget depth, franchise terrain, and expansion timing—the three dimensions that actually convert to software revenue.