Oasis Senior Advisors

The vendor opportunity at Oasis Senior Advisors

Oasis Senior Advisors operates 164 total units — 137 franchised and 27 company-owned — placing seniors into assisted-living and memory-care communities. The system grew unit count by 19.13% year-over-year, signaling an expanding footprint for software vendors. Average unit volume sits at $219,099, with a 6% royalty flowing back to the franchisor. For SaaS companies, the immediate addressable base is 164 locations, but the growth trajectory suggests a larger pipeline as new franchises open and existing agreements come up for renewal.

Who controls software purchasing

The 2026 FDD identifies a compact leadership team at the Tennessee headquarters. Tim Evankovich serves as Chairman, with John Benbrook as President. Christine (“CC”) Childree holds the Vice President of Operations and Support role — a likely gatekeeper for operational software decisions. James Stumpf leads franchise development, and Crystal Pizarro directs marketing. Because the franchisor mandates specific technology platforms, purchasing authority is centralized: vendors should engage operations and marketing leadership rather than individual franchisees.

Mandated and current tech stack

Two systems are mandated across the network. Oasis IQ is the proprietary platform, likely handling core business operations, client matching, or referral management. SOCi, Inc.'s marketing platform is also required, covering local and centralized marketing execution. No other named vendors appear in the 2026 FDD. For software sellers, this means the stack is thin but locked down — integration with or displacement of Oasis IQ and SOCi represents the primary entry point. Any pitch should address how your tool complements or improves upon these mandated systems without conflicting with franchisor requirements.

Procurement, renewals, and timing

The FDD does not include an Item 8 extract, so the formal procurement model — whether designated supplier, approved supplier, or open — is not publicly disclosed. However, the renewal structure provides timing signals. Franchise agreements run for 10 years. To renew, franchisees must give notice between 180 and 270 days before expiration, be in good standing, complete current training, sign a general release, and accept the then-current form of agreement. Critically, the new agreement may contain materially different terms, including fee structures and territorial rights. This creates a natural window for technology re-evaluation every decade, and the notice period gives vendors a predictable timeline for outreach.

How to read the Oasis Senior Advisors FDD

The 2026 Franchise Disclosure Document is embedded below. It details the mandatory technology, executive team, fee structure, and renewal conditions referenced throughout this page. For software vendors, the most relevant sections are Item 11 (franchisor's assistance, advertising, and technology mandates) and Item 17 (renewal and termination), which together define the tech landscape and the moments when change is contractually possible. Review the full document to validate integration requirements and identify the exact language governing approved technology.

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