HQ-led decisions

Home Halo Franchising

Health services

Software purchasing at Home Halo Franchising is controlled at the headquarters level, where Chief Executive Officer Daniel Deak and Chief Operating Officer Rafael Otero are the executives on file. The system mandates a Care Management System, representing a clear integration or replacement target for vendors. The total addressable market is small at 7 units, consisting of 6 company-owned and 1 franchised location.

Mandated & recommended tech

The systems vendors compete with

1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing — the incumbents a challenger must displace or integrate with.

Care Management System
Mandatory
Industry softwareItem 11

Overview of the Care Management System

Live signals

Total units
7
1 franchised
Unit growth YoY
vs prior filing
AUV
Item 19, 2026
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$49K
per unit
Investment range
$50K–$50K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at Home Halo Franchising

Home Halo Franchising operates in the health services segment with a total of 7 units—6 company-owned and 1 franchised. For a software vendor, the immediate addressable market is small, but the high proportion of company-owned locations means a single headquarters sale can cover nearly the entire system. Average unit volume is not disclosed in the most recent FDD, and year-over-year unit growth is not available. The royalty rate is 5.0%, and the initial franchise term runs for 10 years.

Who controls software purchasing

Technology purchasing authority sits at the headquarters level. The Franchise Disclosure Document lists Daniel Deak as Chief Executive Officer and Rafael Otero as Chief Operating Officer. With no multi-unit operators mapped in our corpus and a 6-to-1 company-to-franchise ratio, the CEO and COO are the de facto buying center. A vendor pitch should be directed to these executives, focusing on how a solution integrates with or improves upon the mandated clinical-operational workflow.

Mandated and current tech stack

The FDD mandates a Care Management System. No specific vendor name is provided for this system, and no additional point-of-sale, scheduling, or back-office platforms are disclosed. This creates a dual opportunity: a vendor can either offer a superior Care Management System to replace the incumbent, or propose complementary software that integrates with whatever care management platform is currently in place. Because the mandate is explicit, any new system in this category will require franchisor approval.

Procurement, renewals, and timing

Item 8 of the FDD contains no extract, so the formal procurement model—whether designated supplier, approved supplier, or open purchasing—is not disclosed. Vendors should assume a controlled process given the mandated tech stance. On renewals, Item 17 specifies that a franchisee must provide 180 days' prior written notice, sign the then-current form of Franchise Agreement, pay a renewal fee, and secure a personal guarantee from the owners. The renewal term is 10 years. This 180-day notice window is the most concrete timing signal for a vendor to engage, as the franchisee and franchisor will be revisiting contractual obligations—including technology requirements—well before the term ends.

How to read the Home Halo Franchising FDD

The 2026 Franchise Disclosure Document is the primary source for the data points above. It confirms the 7-unit system size, the executive leadership, the mandated Care Management System, and the 10-year term with its specific renewal conditions. When reviewing the FDD, pay close attention to Item 11 for any updates to the franchisor's obligations around technology, and monitor Item 8 in future filings for the emergence of a designated supplier program. For a ranked target list that benchmarks Home Halo Franchising against other health-services concepts, FranCloud can help.

Questions vendors ask

Home Halo Franchising, answered from the filing

The buying center is concentrated at headquarters. The FDD lists Daniel Deak (CEO) and Rafael Otero (COO) as the key executives; either is a logical point of contact for enterprise software pitches.
The system mandates a Care Management System. No specific vendor for this system, nor any additional POS or operational platforms, are named in the FDD.
There are 7 total units: 6 are company-owned and 1 is franchised. This is a very small, health-services footprint with no additional operators mapped in our corpus.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract specifying whether suppliers must be designated, approved, or if purchasing is open.
The initial franchise term is 10 years. Renewals require 180 days' written notice and signing the then-current agreement, creating a predictable window to engage before the term expires.
The 2026 FDD is filed with state franchise regulators. You can review it directly using the embedded PDF viewer below.
Source

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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.