QuickBooksIntuit
Mandatoryer month. See Item 11 for a description of the software you must purchase. (25) Computers and Printer: You must purchase certain computers and printers to operate the software and QuickBooks. See Item
From the filings
+13.818% units YoYHQ-led decisions
SYNERGY HomeCare
Youth servicesSYNERGY HomeCare requires every one of its 626 franchised units to run QuickBooks Professional and Microsoft Office Small Business Edition on Microsoft Windows, plus designated scheduling software for which franchisees pay the designated vendor about $150 to $500 a month. With no company-owned units and 246 franchise businesses operating those territories, the buying decision for that stack sits with headquarters, not the individual franchisee.
For software vendors selling into US franchise brands.
Live signals
Total units
626
626 franchised
Unit growth YoY
+13.818%
vs prior filing
AUV
$1.92M
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$55K
per unit
Investment range
$80K–$164K
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.
QuickBooks OnlineIntuit
MandatoryGen 04-03-2026 ©2026 SYNERGY HomeCare Franchising, LLC, All rights reserved (7) Computers and Printer: You must purchase certain computers and printers to operate the software and QuickBooks Online. S
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 2 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 11
Currently, your computer hardware and software must operate under the latest version Microsoft Windows Operating System, and must be loaded with the most current editions of Microsoft Office Small Business Edition and QuickBooks Professional.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
Franchisor will have full access to all of Franchisee’s computer and sale data and systems and all related information by means of direct access, either in person or by telephone, modem or Internet to permit Franchisor to verify Franchisee’s compliance with its obligations under this Agreement.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
12.3. Financial Statements and Tax Returns Franchisee will supply to Franchisor on or before the 15th day of the month following each calendar quarter, in a form approved by Franchisor, a balance sheet as of the end of the preceding calendar quarter and a Profit and Loss statement for the preceding calendar quarter…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We may be an Approved Supplier.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor has the right to change or modify the System from time to time including, without limitation, the adoption and use of new or modified Marks or copyrighted materials, and new or additional computer hardware, software, equipment, supplies or techniques.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
259470Item 8
In the year ended December 31, 2025 we received approximately $259,470 of revenue as a result of franchisee purchases from vendors, which we used to support the cost of other services we provide to franchisees.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
In the year ended December 31, 2025 we received approximately $259,470 of revenue as a result of franchisee purchases from vendors, which we used to support the cost of other services we provide to franchisees.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like to use any item or service in establishing or operating the Franchised Business that we have not approved (for items or services that require supplier approval), you must first send us sufficient information, specifications and/or samples for us to determine whether the item or service complies with…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 11
You must own your telephone lines but assign them to us upon the expiration or termination of your agreement.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee will comply with all security protocols including, but not limited to, PCI-DSS Compliance and submit evidence of such compliance to Franchisor on a quarterly basis.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor, or its designee, has the right during normal business hours to examine, copy and audit the books, records and tax returns of Franchisee.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor has the right, but not the obligation to add to or otherwise modify the Manual from time to time to reflect changes in the specifications, standards, operating procedures and rules prescribed by Franchisor.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You must operate the Franchised Business only from the Approved Location listed on Exhibit A of the Franchise Agreement, which should be a leased facility or shared office in a suitably located area.
Marketing
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
Every month, you will spend the greater of $300 or at least 2% of the previous month’s Gross Sales on advertising, promotions and public relations within the Protected Territory (“Minimum Local Advertising Requirement”).
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
You must participate in any Cooperative Advertising program established in your region and/or defined market.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
All signs, equipment, and other items used in the operation of the Franchised Business must comply with our specifications and quality standards and, if we require, must only be purchased from Approved Suppliers that we designate.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
All signs, equipment, and other items used in the operation of the Franchised Business must comply with our specifications and quality standards and, if we require, must only be purchased from Approved Suppliers that we designate.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Unless otherwise noted, all fees payable to us will be deducted automatically by us from your operating account via (“Electronic Funds Transfer” or “EFT”) in a manner more fully described in the Manuals.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
Prior to the Grand Opening, the Franchised Business must have and maintain at least one other full-time employee in in addition to the Designated Manager.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have the right at any time to independently access your Franchised Business computer(s) and software, including any software provided by a third party supplier, without notifying you first.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
Additional refresher courses are or may be required (Franchise Agreement, Section 8.5).
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Every Franchisee is required to attend AFM, unless the Franchisee has been open for less than six months as of the date of the AFM, and failure to attend will automatically incur a nonattendance fee of $2,000
The filing answers no to 2 questions
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Item 13
The vendor opportunity at SYNERGY HomeCare
SYNERGY HomeCare runs 626 franchised units, each a protected territory, with no company-owned units, part of Synergy TopCo. Franchised units grew 13.8% year over year. Royalty runs at 5.0% of sales over a 5-year initial term, and the 2026 FDD includes an Item 19 financial performance representation.
Who controls software purchasing
Officers named in the filing include CEO Charles G. Young, CFO and Chief Administrative Officer Chad Ainsworth, General Counsel Michael Coccaro, COO Rich Paul and Chief Growth Officer Mike Steed. Item 19 reports 246 businesses operating the 626 units; of the 186 businesses in its sales statement, 45 operated one unit and the rest operated two or more. With a franchise agreement that requires every franchisee to purchase and use the software the franchisor designates, the buying decision for the core tech stack sits at headquarters.
Tech named in the FDD, and what is actually required
Every location is required to purchase computer hardware and software meeting the specifications in Item 11, and must purchase and use any computer software programs SYNERGY develops or designates, including its designated scheduling software, for which franchisees currently pay the designated vendor approximately $150 to $500 a month. Locations are required to use software and related technology owned by SYNERGY, its affiliate, or a third party, and may be required to purchase new computer hardware no more often than once every five years or to update the software. Computers must run the latest Microsoft Windows and the most current editions of Microsoft Office Small Business Edition and QuickBooks Professional.
Procurement, renewals, and timing
SYNERGY's Item 8 model is an approved-supplier list: franchisees must equip the business to SYNERGY's standards, and for certain items, if SYNERGY requires it, purchases must come from designated Approved Suppliers. Franchisees may propose an alternate supplier, which SYNERGY evaluates on quantity, quality, price, delivery and reputation. SYNERGY estimates 10% to 30% of a franchisee's initial spend, and 20% to 30% of ongoing spend, goes to items that must be purchased from SYNERGY, its affiliates, an Approved Supplier, or per its specifications. The initial term is 5 years, and renewal requires good standing, satisfying all monetary obligations, and meeting the Minimum Monthly Average Sales Quota.
How to read the SYNERGY HomeCare FDD
The embedded PDF viewer below holds SYNERGY HomeCare's 2026 Franchise Disclosure Document. Item 11 sets out the computer system and scheduling software requirements in full; Item 8 covers the approved-supplier rules. Talk to FranCloud for a ranked target list of home care franchises with a centrally licensed software stack.
Questions vendors ask
SYNERGY HomeCare, answered from the filing
Item 2 names CEO Charles G. Young and COO Rich Paul among its officers. The franchise agreement obliges every franchisee to run the computer hardware, software and scheduling software the franchisor designates.
The FDD requires the latest Microsoft Windows with current editions of Microsoft Office Small Business Edition and QuickBooks Professional, plus designated scheduling software at about $150 to $500 per month, and computer hardware meeting the franchisor's Item 11 specifications.
626 franchised units, each a protected territory, operated by 246 SYNERGY HomeCare businesses, with none company-owned, and mapped operators concentrated in Florida (5), Texas (4) and Arizona (1).
An approved-supplier list. Franchisees must equip the business to the franchisor's standards, and if required, buy certain items from designated Approved Suppliers, though they may propose an alternate supplier for evaluation.
The initial term is 5 years, with renewal contingent on meeting a Minimum Monthly Average Sales Quota and other standards — a recurring, short-cycle checkpoint for revisiting the required scheduling and accounting stack.
The embedded viewer below holds SYNERGY HomeCare's 2026 Franchise Disclosure Document. Item 11 covers the computer system and scheduling software requirements; Item 8 covers the supplier rules.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment SYNERGY HomeCare files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
19 operators run 19 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit19
Top states by locations
| FL | 5 |
|---|---|
| TX | 4 |
| MI | 1 |
| WI | 1 |
| AZ | 1 |
Ownership
The portfolio behind SYNERGY HomeCare
unknown of synergy topco.
Related Youth services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.