QuickBooksIntuit
Mandatoryoftware: This range includes the estimated costs to license the software that we require you to use in your Franchised Business, including WellSky Personal Care management system, Quickbooks, and Micr
From the filings
+11.667% units YoYHQ-led decisions
HomeWell Care Services
Health servicesSoftware purchasing control at HomeWell Care Services sits with the franchisor, which mandates specific platforms across its network. The system currently operates 201 franchised locations with no company-owned units, and the most recent FDD identifies founder Joshua Hoffman as the key executive. The addressable market for vendors is these 201 units, all operating under a 10-year initial term with a 6% royalty.
For software vendors selling into US franchise brands.
Live signals
Total units
201
201 franchised
Unit growth YoY
+11.667%
vs prior filing
AUV
$1.07M
Item 19, 2025
Royalty
6%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$69K–$234K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
7%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
2 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.
WellSkyWellSky
Mandatoryor supply agreements in effect for source restricted purchases other than our agreements with WellSky Personal Care (we have negotiated pricing with WellSky Personal Care for your WellSky Personal Car
Franchisor behaviours
What the franchisor requires
24 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 6 questions the text does not settle, which is not a no.
Accounting
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Within 90 days after the end of each calendar year, you must prepare a balance sheet for your Business (as of the end of the calendar year) and an annual statement of profit and loss and source and application of funds.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We are currently an approved supplier for miscellaneous branding items, but we are not the exclusive approved suppler.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have established a franchise advisory council to provide us with suggestions to improve the System, including matters such as marketing (including distributions from the brand development fund), operations and new product or service suggestions.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We reserve the right to change the software or technology that you must use or add new software or technology at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
6795Item 8
During the fiscal year ended December 31, 2025, we received credits in the amount of $6,795 from approved suppliers of branded marketing materials and miscellaneous branding items, which represented 0.06 percent of our total revenue of $10,593,737 for that year.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
Subject to applicable law, we may earn money from the suppliers based on your purchases in the form of rebates, commissions, or other payments.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
5Item 8
We estimate that nearly 10% of the total purchases and leases that will be required to establish your Franchised Business and 5% of your ongoing operating expenses will consist of source-restricted goods or services.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you want us to approve a supplier that you propose, you must send us a written notice specifying the supplier’s name and qualifications and provide any additional information that we request.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
you hereby authorize the Agencies to transfer such telephone numbers, domain names and listings to us and you authorize us, and appoint us and any officer we designate as your attorney-in-fact to direct the Agencies to transfer the telephone numbers, domain names and listings to us if you fail or refuse to do so
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
For example, you agree to comply with the then-current Payment Card Industry Data Security Standards (“PCI-DSS”), as those standards may be revised by the PCI Security Standards Council, LLC (see www.pcisecuritystandards.org) or successor organization; to implement the security requirements that the Council (or its…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
To ensure compliance with this Agreement, we or our representatives will have the right to enter your business, evaluate your operations and inspect or examine your books, records, accounts and tax returns.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We can modify the Manual at any time, and the modifications will become binding 30 days after we send you notice of the changes.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
You must locate, and obtain our approval of, a premises (or “site”) from which you will operate your Business.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
We do not permit you to maintain your own websites or market your HomeWell Care Services businesses on the Internet (except through dedicated web pages on our website which we own and control “Dedicated Web Pages”).
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
In addition, you must spend the greater of $1,000 per month and 2% of your Gross Revenues on pre-approved advertising and business development marketing expenditures, which may include monies paid to sales and marketing personnel.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
We require that you purchase or lease certain “source restricted” goods and services for the development and ongoing operation of your Franchised Business.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
We require that you purchase or lease certain “source restricted” goods and services for the development and ongoing operation of your Franchised Business.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
You must sign an ACH Authorization Form (attached to the Franchise Agreement as ATTACHMENT “F”), permitting us to electronically debit your designated bank account for payment of all fees payable to us (other than the initial franchise fee), as well as any amounts that you owe to us or our affiliates for the purchase…
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
You also must employ at all times a “Care Manager” who will dedicate full-time efforts to coordinate, oversee, and support client care services, conduct client assessments, and maintain client care plans.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
You agree to purchase or lease all products, supplies, equipment, uniforms, services and other items specified in the Manual from time to time.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have the independent and unrestricted ability to access information on your Franchised Business through the software (including Gross Revenues information) subject to any restrictions imposed by HIPAA or applicable privacy laws regarding our ability to access that information.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
WellSky Personal Care is currently the exclusive supplier for the software management system that you will use for inquiries, clients, employees, invoicing, payments, networking activities and events.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We may charge you a fee for any system-wide periodic training programs that we require.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Attendance at these conferences is mandatory.
The filing answers no to 4 questions
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Is a minimum grand opening advertising spend required?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at HomeWell Care Services
HomeWell Care Services operates 201 franchised locations, all of which represent the total addressable market for a software vendor. The system reported an average unit volume of $1,065,640 in the most recent FDD, with a year-over-year unit growth rate of 11.667%. No company-owned units exist, meaning every location is a franchisee operating under a 10-year initial term and paying a 6% royalty. The operator footprint is entirely single-unit, with 21 mapped operators across approximately 21 located units. The top states by unit count are Texas with 2, Maryland with 1, and Pennsylvania with 1. This fragmented, single-unit operator base means the franchisor likely exerts strong control over technology decisions, and any vendor sale must start at headquarters.
Who controls software purchasing
The FDD lists founder Joshua Hoffman as the sole named executive at the franchisor level. With no other C-suite or technology leadership disclosed, Hoffman is the de facto decision-maker for any enterprise software evaluation. Vendors should prepare to engage directly with the founder, as there is no CIO, CTO, or VP of Operations named in the filing. The absence of multi-unit operators further concentrates purchasing authority at the franchisor, since no single franchisee controls enough units to drive independent technology adoption. A pitch to HomeWell Care Services must address the franchisor's priorities around compliance, caregiver management, and brand consistency across a network of small, independent operators.
Mandated and current tech stack
HomeWell Care Services mandates three named systems for its franchisees. HomeWell Central and HomeWell Marketing Hub are proprietary platforms required by the franchisor, while WellSky Personal Care is the mandated third-party operational system. WellSky is a well-known vendor in the home care space, providing personal care management functionality. Any vendor selling into this system must either integrate with WellSky or demonstrate a clear replacement path that the franchisor would endorse. The mandate structure means franchisees have little autonomy to adopt alternative software, so a vendor's commercial path runs exclusively through headquarters.
Procurement, renewals, and timing
The FDD's Item 8 contains no extract regarding procurement policies, designated suppliers, or approved vendor programs. This absence means the franchisor's process for evaluating and approving new technology is not publicly documented. Vendors should expect an ad-hoc evaluation process driven directly by the founder. On the renewal side, Item 17 outlines conditions that include signing the then-current form of franchise agreement, which may contain materially different terms. With a 10-year initial term and 11.7% unit growth, the most reliable window for software adoption is during new franchisee onboarding. Existing unit renewals also present an opportunity, as franchisees must remodel or upgrade their offices to comply with then-current standards, which could include technology changes.
How to read the HomeWell Care Services FDD
The full FDD is available in the embedded viewer below. For software vendors, the critical sections are Item 11 (the franchisor's obligations), which lists the mandated technology systems, and Item 17 (renewal, termination, and transfer), which defines when franchisees must re-commit to the system's standards. Item 1 discloses the founder as the sole executive, and Item 20 provides the unit count and growth rate. Because Item 8 is silent on procurement, vendors should use the initial sales conversation to clarify the approval process. If you need a ranked target list of franchise systems based on technology mandates, unit growth, and decision-maker accessibility, FranCloud can build that for you.
Questions vendors ask
HomeWell Care Services, answered from the filing
The franchisor controls purchasing decisions. The FDD lists founder Joshua Hoffman as the sole named executive, making him the primary point of contact for enterprise software vendors.
The FDD mandates HomeWell Central, HomeWell Marketing Hub, and WellSky Personal Care. WellSky is the named third-party vendor for operational and personal care management.
There are 201 total units, all franchised. The operator footprint shows 21 mapped operators, all single-unit, with a presence in Texas, Maryland, and Pennsylvania.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved suppliers, leaving the vendor approval process unspecified.
Renewal conditions require signing the then-current franchise agreement, which may have materially different terms. With 10-year terms and 11.7% unit growth, new-unit onboarding is the most predictable window.
The FDD was filed with state franchise regulators in 2026. You can review the full document in the embedded PDF viewer below for detailed Item 11 and Item 17 disclosures.
Source
Read the filing itself
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
We’ll email you the moment HomeWell Care Services files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
21 operators run 21 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit21
Top states by locations
| TX | 2 |
|---|---|
| MD | 1 |
| PA | 1 |
Ownership
The portfolio behind HomeWell Care Services
unknown of mpp hw holdings.
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.