tly, you are required to use an operating software provided by WellSky in your Franchised Business. In addition, you are required to use a financial reporting software provided by Qvinci in your Franc
From the filings
Senior Helpers
Personal servicesSenior Helpers, whose parent is owned by investors and a fund managed by Waud Capital Partners, mandates its core software stack directly from HQ: franchisees must use WellSky for home-care operations and Qvinci for financial reporting. With 401 total units and franchised outlets growing quickly, the addressable market is expanding around those two required systems.
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.
6.5%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.
e IT Jump Start program includes consulting and education on computer system setup and our IT standards. We require you to license your Home Care Software from our required vendor WellSky. The current
ons that can be accessed through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, mobile phones, social networking sites (e.g., Facebook, Twitter, S
mately $50 to $300 per month. We and our affiliates may charge you a monthly fee or other fees for certain information technology related costs such as Learning Management System, FranConnect access,
ote Training Advertising 2.0 Not applicable Remote Training Accounting 3.0 Not applicable Remote Training Setting Business and Advertising 2.0 Not applicable Remote Training Plans Hireology Overview 1
Internet, World Wide Web, webpages, microsites, mobile phones, social networking sites (e.g., Facebook, Twitter, Senior Helpers Disclosure Document 34 (April 29, 2026) 82337215v4 LinkedIn, You Tube, G
es, microsites, mobile phones, social networking sites (e.g., Facebook, Twitter, Senior Helpers Disclosure Document 34 (April 29, 2026) 82337215v4 LinkedIn, You Tube, Google Plus, Pinterest, etc.), bl
an be accessed through electronic means, including, but not limited to, the Internet, World Wide Web, webpages, microsites, mobile phones, social networking sites (e.g., Facebook, Twitter, Senior Help
Franchisor behaviours
What the franchisor requires
20 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 9 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We may access the Computer System as we deem appropriate (including on a continual basis), and retrieve all information concerning your Franchised Business’s operation.
How the franchisor buys
Is there a franchisee advisory council, association or committee?
YesItem 11
We have established a franchisee advisory council (“Owners Advisory Council”) comprised of Senior Helpers Care franchisees or representatives of franchisees for the purpose of fostering communications among franchisees and with us.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may designate a single distributor or supplier (collectively, “Supplier”) for any product, service, equipment, supply or material and may approve a supplier or distributor only as to certain products.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We and our affiliates may receive payments from suppliers on account of the suppliers’ dealings with you and other franchisees, and may use any amounts received without restriction and for any purpose we and our affiliates deem appropriate.
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?
70Item 8
We estimate that your purchases or leases from approved suppliers or in accordance with our specifications will represent approximately 20% to 40% of your total purchases in the establishment of the Franchised Business, and 70% to 90% of your total purchases in your continuing operation of the Franchised Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We expect that we will notify you of approval or disapproval of suppliers, specifications, or products within 90 days of your written request for approval.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You agree to comply with the then-current Payment Card Industry Data Security Standards as those standards may be revised and modified by the PCI Security Standards Council, LLC (see www.pcisecuritystandards.org), or any successor organization or standards that we may reasonably specify.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You also must achieve and maintain satisfactory scores on client satisfaction surveys and business analyses that we establish.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
To determine whether you and the Franchised Business are complying with this Agreement and to assess your operations and adherence to System Standards, we and our designated agents or representatives may at all times and without prior notice to you: (1) inspect and observe the operation of the Franchised Business…
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may modify the Operations Manual periodically to reflect changes in System Standards.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must operate the Franchised Business from an approved office, and not from a residence or a “virtual” or “identity” office within your Territory.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Unless we have otherwise approved in writing, you agree to neither establish nor permit any other party to establish an Online Site relating in any manner whatsoever to the Franchised Business or referring to the Marks.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
you agree to spend, each month, beginning at least two weeks before you commence operations, at least the greater of One Thousand Five Hundred Dollars ($1,500) or two percent (2%) of your monthly Gross Sales to advertise and promote your Franchised Business in accordance with your Plan.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
You agree to maintain, at all times, credit-card relationships with the credit- and debit-card issuers or sponsors, check or credit verification services, financial-center services, merchant service providers, and electronic-fund-transfer systems (together, “Credit Card Vendors”) that we may periodically designate as…
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
You will authorize us to debit your business checking account automatically for the Royalty, the Marketing Fund contribution, the Brand Management Fee, and the IT Fee (the “Electronic Depository Transfer Account” or “EDTA”).
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
The Key Manager must devote full time and efforts to the management and supervision of the Franchised Business.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
You agree to purchase or lease approved brands, types, or models of Operating Assets only from suppliers we designate or approve (which may include or be limited to us and/or our
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We may access the Computer System as we deem appropriate (including on a continual basis), and retrieve all information concerning your Franchised Business’s operation.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We reserve the right to charge for training personnel that have been decertified.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Attendance at the national conference is mandatory.
The filing answers no to 5 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is a minimum grand opening advertising spend required?Item 7
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must the franchisee buy products from a designated distributor?Item 8
- Must equipment be purchased from designated or approved suppliers?Item 8
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
- With 298 active personal services brands, I can't see which ones are growing or have the tech gaps my product fills, so I waste weeks chasing the wrong targets.A rep burning 10 hours/week on manual research at $50/hr loses $26,000/year. FranCloud's fit_scoring and corpus_search surface high-fit brands in seconds, reclaiming that time for selling.
- 63.5% of personal services brands mandate no POS system, but I can't identify the 108 that do without digging through hundreds of FDDs.Manually reviewing one FDD takes 3+ hours. At 108 targets, that's 324 hours. FranCloud's tech_landscape reveals POS mandates instantly, turning a $16,200 research slog into a single query.
- 91.6% of brands don't mandate a CRM, but the 25 that do are hidden in static reports, delaying my outreach to high-intent prospects.Landing one CRM-displacing deal in this segment can yield $30k+ ARR. FranCloud's find_lookalikes pinpoints those 25 brands and their peers, accelerating pipeline by months.
The vendor opportunity at Senior Helpers
Senior Helpers' 2026 FDD reports 401 total units — 394 franchised and 7 company-owned — with franchised outlets up 10.986% year over year. Item 19 reports a $1,839,518 average 2025 gross revenue for the 241 franchised Senior Helpers Care Businesses open 60 months or more as of December 31, 2025, on a 5.0% royalty.
Who controls software purchasing
Item 2 lists CEO Peter Ross, Executive Chairman Steve Jakubcanin, Chief Franchise Development Officer Rob Cantrell, CFO Mark Steinberg, and COO Mari Baxter. HQ mandates the core software stack directly rather than leaving it to specifications: franchisees must obtain and use the computer hardware, operating software, and communications capabilities Senior Helpers specifies from time to time, upgrading as necessary to keep the system running. Across the operator footprint, 294 operators run about 294 located units, none of them multi-unit, concentrated in California, Florida, Texas, Pennsylvania, and North Carolina.
Tech named in the FDD, and what is actually required
Franchisees are required to use WellSky as the operating software for the Franchised Business and Qvinci for financial reporting software; Home Care Software must be licensed from Senior Helpers' required vendor. FranConnect access comes through the required monthly IT Fee, and email/Microsoft Office must be licensed from Senior Helpers' required vendor. The FDD also names Facebook, Hireology, LinkedIn, Pinterest, and Twitter/X.
Procurement, renewals, and timing
Outside proprietary software or technology and advertising — where Senior Helpers or its affiliates are currently the approved source — franchisees may buy from any distributor or supplier meeting Senior Helpers' specifications, though Senior Helpers can designate a single supplier for any product and concentrate purchases. Senior Helpers estimates required purchases at 20% to 40% of startup spend and 70% to 90% of ongoing spend. The initial term is 10 years, with up to four additional 5-year successor terms available on substantial compliance, notice, and a signed release.
How to read the Senior Helpers FDD
The embedded PDF viewer below carries Senior Helpers' 2026 Franchise Disclosure Document in full; Items 7, 8, 11, and 19 hold the detail summarized here.
Talk to FranCloud for a ranked target list of senior-care franchisors with mandated back-office software like Senior Helpers'.
Questions vendors ask
Senior Helpers, answered from the filing
Read the filing itself
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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 Senior Helpers files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
294 operators run 294 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| CA | 43 |
|---|---|
| FL | 26 |
| TX | 22 |
| PA | 13 |
| NC | 11 |
Ownership
The portfolio behind Senior Helpers
unknown of advocate aurora enterprises.
Related Personal services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.