Home Instead Franchise Costs, Fees & FDD

Year Business Began: 1994

Franchising Since: 1995

Headquarters: Omaha, Nebraska

Estimated Number of Units: 1,275

Franchise Description: Home Instead, Inc. is the franchisor. The franchisor’s parent company is Honor Technology, Inc. The franchisor franchises the operation of a business providing home care services for older adults and other individuals such as companionship, personal and specialized services, including hospice and Alzheimer’s care for older adults utilizing its formats, systems, standards and procedures and identified by certain trademarks, domain names, service marks and other commercial symbols.
Training Overview: The franchisor will provide franchise training for up to two people. During the initial training program, the franchisor will arrange and pay for up to five nights of hotel accommodation for the franchisee and the other person attending the initial training program, as needed. Franchisees must successfully complete the franchise training program to the franchisor’s satisfaction, which will be conducted in Omaha, Nebraska, or at another location it may designate. All or some of the franchise training program may be conducted virtually at the franchisor’s option. The franchisor will provide specialized support, guidance and resources for new franchisees during the first 10 weeks through regular telephone calls, video conferences and email. In addition to this support, following the successful completion of the franchise training program, the franchisor will provide ongoing support and assistance to franchisees in establishing and developing their franchised business.

Territory Granted: Franchisees are granted the right to operate a franchised business within a defined geographic area with an estimated minimum population of 10,000 people aged 65 years and older. The protected area will be defined in reference to a municipality, portion of a municipality, county or metropolitan statistical area or defined by a map attached to the Franchise Agreement. The franchisor will not license the right to another franchisee to open and operate a Home Instead Senior Care business within the protected area, nor will it operate a Home Instead Senior Care business within the protected area. Franchisees are prohibited from soliciting or from providing services to customers outside their protected area except as authorized.

Obligations and Restrictions: The franchisor requires that either franchisees personally supervise the franchised business, or they or their corporation, partnership or limited liability company must employ a manager who must be responsible for the full-time on-premises supervision of the business and who has successfully completed the Home Instead franchise training program. The franchisor may require the manager to have an ownership interest in a corporation, partnership or limited liability company which owns the franchise. All members of the franchisee’s immediate family and the immediate family of the owners/partners are bound by all confidentiality and non-competition covenants of the agreement, whether or not they are involved in the operation of the franchised business. Franchisees may only offer and provide services within the scope of the approved services. Approved services will include companionship services, home helper services, personal care and any other specialized services, as determined and defined by the franchisor unless otherwise provided in the operations manual.

Term of Agreement and Renewal: The term of Franchise Agreement is five years. If franchisees satisfy the applicable conditions of renewal, they may renew for an additional term of five years under the same terms and conditions of the Franchise Agreement.

Financial Assistance: The franchisor does not offer direct or indirect financing. The franchisor does not guarantee a franchisee’s note, lease or obligation. A discount of 20% off the initial franchise fee is available to honorably discharged veterans of the United States Armed Forces who otherwise meet the requirements.

Estimated Initial Investment

Name of Fee	Low	High
Initial Fee	$54,000	$54,000
Operating Software, Required Systems, and Technology Fee – 3 months	$2,100	$2,130
Training and Living Expenses while Training	$2,600	$6,000
Real Estate & Improvements	$0	$9,000
Equipment	$3,000	$21,500
Signs	$500	$8,000
Miscellaneous Opening Costs including Insurance Deposit	$0	$21,000
Inventory	$0	$10,000
Advertising - 3 months	$0	$4,000
Additional Funds - 3 months	$28,840	$134,120
ESTIMATED TOTAL	$91,040	$269,750

Other Fees

Type of Fee	Amount
Royalty Fee	5% of gross sales.
Additional Trainee Fee	$2,250 (1 person, no hotel), or other amount not to exceed $2,700.
Supplemental Training	$500 a day, subject to an increase of up to 20% per year, plus reimbursement of the franchisor’s expenses, which includes travel and lodging.
Transfer Fee	$25,000
Minority Ownership Change Fee	$9,000
Audit Fee	Cost of audit, including travel expenses, compensation of employee(s), plus interest on the amount of underpayment.
Management Fee and Expenses Upon the Franchisee’s Failure to Manage or Operate	A management fee of up to $2,000 per day plus reimbursement of any expenses of operating the franchised business paid by the franchisor.
Renewal Fee	$9,000
Marketing Fund	2% of monthly gross sales.
Technology Fee	The then-current fee (currently $500/month).
Fees for Required Systems	Varies, based on size of the franchise and number of system users; currently ranges from $209 to $3,418 per month.
Bulk Purchasing Administrative Fee	Up to 10% of the cost for any required system or optional system or other product or service where the franchisor has arranged for a network contract.
Interest Fee	Prime commercial rate plus 3% as reported by the Wall Street Journal (Midwestern edition), but no less than 12% per year.
Insurance	Cost of insurance.
Costs and Attorneys’ Fees	Will vary under circumstances.
Indemnification	Will vary under circumstances.
Care Platform Service Rate	Base Service Rate: $18.90 to $40.85 per month. Enhanced Service Add-ons: $0.50 to $13.76 per month.
CST Fee (Optional)	Fee may vary, but it currently ranges from $125 to $255 per consult scheduled on the franchisee’s behalf.
Click-to-Chat (Optional)	Fee may vary, but it currently is $50 per month.
PerforMax Group Fee (Optional)	$500 per meeting (2 meetings per year; $1,000 total annually).

The above information has been compiled from the FDD of Home instead. Year of FDD: 2025.
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