contracts from third parties for hardware or other software. The minimum software that is essential and required to help you in the operation of your franchise is listed below. • AxisCare: This agency
From the filings
Options For Senior America
Health servicesSoftware purchasing at Options For Senior America is controlled at the franchisor level, with mandates covering home care, accounting, and CRM. The system operates 23 total units (16 franchised, 7 company-owned) and reported an average unit volume of $1,223,859 in its 2026 FDD. Vendors targeting this brand must navigate a small, centralized buyer group and a tech stack already anchored by AxisCare, QuickBooks, and Salesforce/FranFast.
For software vendors selling into US franchise brands.
Live signals
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.
4.5%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.
n and use dedicated telephone lines, printers, other computer-related accessories and peripheral equipment, and Internet service. Furthermore, you are required to use AxisCare and QuickBooks Desktop,
isCare: This agency management system is required and must be used through our corporate contract. Minimum charge of $150 per month, plus $8.50 for each active client per month. • QuickBooks Online: T
which includes four Options domain email addresses hosted on Microsoft Exchange and four licenses to Microsoft 365 Business Basic plan. The Technology fee includes on-going IT and Salesforce. This fee
Franchisor behaviours
What the franchisor requires
19 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 10 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 8
Furthermore, you are required to use AxisCare and QuickBooks Desktop, the accounting software we designate, which you are able to access through our cloud servers.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
You will grant us access, at all times, to your computer system (all computers, if more than one exist in your office), files, software and data so that we may retrieve, download, and/or analyze information and figures pertaining to the operation of your franchise.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Quarterly financial statements, including profit and loss statements, prepared in accordance with generally accepted accounting principles, for each accounting period, to be received by Franchisor within FIFTEEN (15) business days after the date of expiration of each period covered by the report and shall be…
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor reserves the right to require Franchisee to purchase designated proprietary items and products from Franchisor.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
As of December 2025, Franchisor does not derive any income based on required purchases or leases
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?
10Item 8
approximately 10% to 15% of the total cost of operating your Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
Franchisor may grant or revoke approval of alternative suppliers based on the following criteria:
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
The Franchisee acknowledges that, as between the Franchisee and the Franchisor, the Franchisor has the sole rights to and interest in all telephone, 1-800, or facsimile machine numbers and directory listings associated with any Mark.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
The Franchisee shall permit the Franchisor to inspect and audit the books, records and tax returns of the Franchised Business at any reasonable time, at the Franchisor’s expense.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 17
Operations Manual policies and s. § (25) Franchise Agreement other standards and requirements are subject to change unilaterally by us.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Franchisee shall not post its own website nor attempt to modify, in any way or manner, Options Corporate website.
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
This expenditure will be at a rate of 1% of your Gross Sales, but not less than $1,000 per month.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
A report of total sales will be generated by our accounting department and communicated to you, or generated by you and communicated to our accounting department, no later than the 7th of each month reporting the total gross revenues of the previous month thus enabling us to debit your bank account through an…
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
Furthermore, you may not have any business relationship with any business competitor. Other than your involvement in the day-to-day operations of your franchise, we require that you hire a second individual, at least on a part-time basis, with a minimum of 20 hours per week.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
Furthermore, you are required to use AxisCare and QuickBooks Desktop, the accounting software we designate, which you are able to access through our cloud servers.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We may access information from your computer system from other locations or through an intranet system we may develop or through the internet.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
Salesforce / FranFast: Required CRM system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
If we determine, at our sole discretion, that you did not successfully complete the initial training program to our satisfaction, we have the right to (i) require you to attend additional training, at your sole expense, until you demonstrate a level of skill sufficient to establish your franchise business, or (ii)…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You will also be required to attend the annual Franchise Owner Conference in person.
The filing answers no to 5 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- 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 Options For Senior America
Options For Senior America is a health-services franchise based in Maryland with 23 total units—16 franchised and 7 company-owned—and an average unit volume of $1,223,859. The brand’s royalty rate is 4.5%, and the initial franchise term runs 10 years. For software vendors, the addressable market is small: 16 franchised locations, with the only mapped operator footprint concentrated in Wisconsin (1 unit). No multi-unit operators appear in the disclosure, and year-over-year unit growth is not reported in the 2026 FDD.
The system’s size means every seat matters. A vendor that wins the franchisor’s mandate gains access to all franchised units, but the total contract value ceiling is capped by the unit count. The AUV of over $1.2 million suggests operators have revenue to invest in efficiency tools, but the centralized purchasing dynamic means you sell to HQ, not to individual franchisees.
Who controls software purchasing
Software purchasing authority sits at the franchisor level. The 2026 FDD lists Radhik Patel and Alec Campbell as Co-Chief Executive Officers, with Ramzi Rihani and Sam Rihani serving as Senior Advisors. Carole Schaffer holds the Corporate Office Manager role. In a system this small, the Co-CEOs and Senior Advisors are the likely decision-makers for any technology mandate or vendor approval. There is no separate CIO, CTO, or procurement officer named in Item 1, so initial outreach should target the executive team directly.
The absence of multi-unit franchisees simplifies the sales motion: you are not navigating a layer of influential operators who might run their own tech stacks. The franchisor’s mandates, described below, flow straight to the unit level.
Mandated and current tech stack
The 2026 FDD mandates four specific systems. AxisCare is the required home care operations platform. For accounting, both QuickBooks and QuickBooks Online by Intuit Inc. are mandated. On the CRM side, the brand requires Salesforce / FranFast by Salesforce, Inc. These mandates cover the core operational, financial, and customer-relationship functions, leaving narrower whitespace for adjacent tools—such as scheduling optimization, caregiver recruiting, compliance, or billing integrations—that can complement the existing stack without displacing mandated vendors.
Vendors selling into this brand should position their product as an integration partner to AxisCare, QuickBooks, or Salesforce/FranFast, rather than a replacement. The franchisor has already made platform decisions; the opportunity lies in filling gaps those platforms do not address.
Procurement, renewals, and timing
Item 8 of the FDD contains no extract describing a designated or approved supplier program. Without that signal, the procurement model appears to be open or managed informally at HQ, rather than through a published preferred-vendor list. This means vendors may have a direct path to the executive team without navigating a formal RFP process—but it also means there is no published roadmap for vendor evaluation cycles.
Item 17 provides some timing clues. Renewals are available only if franchisees meet certain requirements, provide written notice of intent, and are in full compliance with the franchise agreement. The franchisor may require execution of a new agreement with materially different terms. With a 10-year initial term and a 2026 FDD on file, early cohorts may be approaching renewal windows, which can trigger technology reassessments at both the franchisor and unit level. Vendors should monitor these cycles for openings.
How to read the Options For Senior America FDD
The full 2026 Franchise Disclosure Document is embedded below. It contains the complete Item 1 executive roster, Item 11 technology mandates, Item 8 procurement terms (or lack thereof), and Item 17 renewal conditions referenced throughout this page. Reviewing the source document directly is the best way to validate the decision-maker names, system counts, and contract terms before building your pitch.
For a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize outreach by decision-maker level, tech stack fit, and unit growth trajectory.
Questions vendors ask
Options For Senior America, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Options For Senior America files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| WI | 1 |
|---|
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.