+1.131% units YoYNo mandated tech stackHQ-led decisions

Home Instead

Health services

Software purchasing at Home Instead is controlled at the corporate level, with key decision-makers including CEO Seth Sternberg and President Ian Clarkson. The most recent FDD does not disclose any mandated or recommended technology systems, leaving the tech stack largely at the discretion of franchisees or unspecified HQ standards. With 626 franchised locations across the US, the addressable market for software vendors is substantial but requires navigating a centralized leadership structure.

Live signals

Total units
634
626 franchised
Unit growth YoY
+1.131%
vs prior filing
AUV
$2.75M
Item 19, 2026
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$54K
per unit
Investment range
$93K–$351K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at Home Instead

Home Instead operates 634 total units in the health services sector, with 626 of those franchised and only 8 company-owned. The brand’s average unit volume sits at $2,750,875.94, and franchisees pay a 5.0% royalty on a 5-year initial term. Year-over-year unit growth is modest at 1.131%, suggesting a mature network where software vendors may find opportunities in replacement cycles, compliance upgrades, or efficiency plays rather than rapid greenfield expansion.

The operator footprint shows 442 mapped operators, 55 of whom are multi-unit owners. The unit-band split is heavily tilted toward single-unit operators: 387 run just one location, while 55 run between two and nine. No operators control 10 or more units. This fragmented ownership base means any software sale must appeal to individual owner-operators, even if the purchasing decision is influenced or controlled at headquarters.

Who controls software purchasing

According to the 2026 FDD, Home Instead’s executive team includes Seth Sternberg as Chief Executive Officer and Director, Ian Clarkson as President, Matt Klitus as Chief Financial Officer and Treasurer, Kim Atkinson as Chief Communications Officer, and Heidi Robinson as Chief People Officer. No chief information officer or chief technology officer is listed. In the absence of a named technology executive, software purchasing authority likely rests with Sternberg, Clarkson, or Klitus, depending on the size and scope of the contract.

For vendors, this means initial outreach should target the C-suite rather than a dedicated IT procurement function. The leadership group is lean, and the brand appears independently owned with no parent company on file. Decisions may move quickly once the right executive is engaged, but there is no publicly named buyer for software in the FDD.

Mandated and current tech stack

The 2026 FDD does not capture any mandated or recommended technology systems. There are no named POS vendors, scheduling platforms, CRM tools, or operational software listed in the disclosure. This absence is itself a signal: either Home Instead does not impose technology standards on its franchisees, or it chooses not to disclose them in the FDD.

For software vendors, this means the tech landscape is either wide open or governed by unpublished HQ preferences. In-home senior care operations typically require scheduling, caregiver matching, billing, and compliance tools. Without a mandated stack, vendors may find franchisees using a patchwork of solutions, creating an opportunity to pitch consolidation or modernization.

Procurement, renewals, and timing

Item 8 of the FDD, which typically outlines procurement restrictions and designated suppliers, was not extracted in the available data. This leaves the procurement model unknown. It is unclear whether franchisees must buy from approved suppliers, have complete freedom, or fall somewhere in between. Vendors should clarify this directly with the franchisor before investing in a sales cycle.

Renewal terms offer some timing insight. For transfers between unaffiliated parties or new location purchases, franchisees can renew for an additional 5 years under the same terms if they meet conditions. In all other cases, renewal is under the then-current standard agreement. With a 5-year term and a large base of single-unit operators, contract windows may open as individual franchise agreements come up for renewal. Tracking these cycles across 626 locations could surface warm opportunities.

How to read the Home Instead FDD

The 2026 Home Instead FDD is embedded below. It contains the full legal and financial disclosures filed with state franchise regulators. Key sections for software vendors include Item 11 (franchisor’s obligations) for any technology requirements, Item 8 for procurement restrictions, and Item 17 for renewal and transfer terms. The executive list in Item 1 identifies the people who sign the agreement and likely control major vendor decisions. Review these sections carefully to validate assumptions before pitching.

For a ranked target list of franchise brands matched to your software category, FranCloud can help you prioritize outreach based on real FDD data.

Questions vendors ask

Home Instead, answered from the filing

Key executives include CEO Seth Sternberg, President Ian Clarkson, and CFO Matt Klitus. The FDD does not name a CIO, but purchasing decisions likely involve this leadership group.
The 2026 FDD does not list any mandated or recommended POS, scheduling, or operational software systems. The tech stack appears open or unspecified at the franchisor level.
Home Instead has 634 total units: 626 franchised and 8 company-owned. The brand operates across all 50 states, with top concentrations in IL, TX, and PA.
The FDD does not include an Item 8 procurement extract, so it is unknown whether they use designated suppliers, an approved supplier list, or an open purchasing model.
Initial franchise terms are 5 years. Renewal terms are also 5 years, under the same or then-current agreement. Contract windows may align with these cycles or new unit openings.
The 2026 FDD is filed with state franchise regulators. You can review it directly in the embedded PDF viewer below for full legal and operational disclosures.
Source

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Operator footprint

Who runs the locations

442 operators run 552 mapped locations — 55 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit387
2–9 units55

Top states by locations

IL56
TX50
PA39
IA30
OH28

Related Health services brands

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