HQ-led decisions

Options For Senior America

Health services

Software 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.

Mandated & recommended tech

The systems vendors compete with

4 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.

AxisCare
Mandatory
Industry softwareItem 11

AxisCare: This agency management system is required and must be used through our corporate contract.

QuickBooksIntuit Inc.
Mandatory
AccountingItem 11

financial and operational books and documents must be kept separately for each territory/office, including but not limited to, separate QuickBooks

QuickBooks OnlineIntuit Inc.
Mandatory
AccountingItem 11

QuickBooks Online: This financial system is required and must provide us with full access.

Salesforce / FranFastSalesforce, Inc.
Mandatory
CrmItem 11

Salesforce / FranFast: Required CRM system.

Live signals

Total units
23
16 franchised
Unit growth YoY
0%
vs prior filing
AUV
$1.22M
Item 19, 2026
Royalty
4.5%
of gross sales
Ad fund
0%
national + local
Initial fee
$55K
per unit
Investment range
$114K–$179K
all-in, Item 7
Procurement
Approved supplier
from the filing

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

The Co-CEOs, Radhik Patel and Alec Campbell, and Senior Advisors Ramzi Rihani and Sam Rihani form the likely buying center. Carole Schaffer, Corporate Office Manager, may influence operational tool decisions.
The 2026 FDD mandates AxisCare for home care operations, QuickBooks and QuickBooks Online by Intuit for accounting, and Salesforce/FranFast by Salesforce, Inc. for CRM.
23 total units: 16 franchised and 7 company-owned. The operator footprint shows 1 mapped operator in Wisconsin, with no multi-unit operators disclosed.
The FDD does not disclose a designated or approved supplier program in Item 8. Without that signal, assume procurement is either open or managed informally at HQ.
Renewals require written notice and full compliance, with materially different terms possible. The 10-year initial term and 2026 FDD suggest near-term renewals for early cohorts, creating potential evaluation windows.
The 2026 FDD is filed with state franchise regulators. You can review it directly in the embedded PDF viewer below this section.
Source

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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

Single-unit1

Top states by locations

WI1

Related Health services brands

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