ProMD Health vs ACASA Senior Care

ACASA is the only brand here with actual data, and that data tells a clear story. The average unit revenue of $6.9M is massive for a franchise concept—that’s enterprise-level transaction volume and operational complexity, which directly translates into budget headroom and need for integrated POS, scheduling, and back-office tools. The 40% unit growth signals a scaling motion, not a static book of business, meaning new locations are coming online that need to be outfitted quickly. The approved-supplier procurement model is the real unlock: it means corporate can steer franchisees toward a preferred vendor, turning a fragmented sales process into a top-down land-and-expand play.

The tradeoff is total addressable market. Eight total units is tiny, and even with rapid growth, the absolute number of deals you can close in the next 12–18 months is capped. You’re betting on a high attach rate to a small but wealthy and expanding system, rather than chasing a broad base of smaller accounts. The investment range is modest for the AUV, which suggests franchisees are running lean on fixed assets and likely relying heavily on software to manage labor, compliance, and client scheduling—exactly the pain points your stack solves.

ProMD Health is a blank sheet. No unit count, no AUV, no growth rate, no procurement visibility. You cannot size the opportunity, qualify the buyer, or time the entry. Selling into a black box is a resource drain when you have a quantifiable, high-signal target sitting right next to it.

Verdict: ACASA wins on budget depth, procurement leverage, and growth timing, despite a micro-scale TAM that demands a high-precision, corporate-led sales motion.