CarePatrol Franchise Costs, Fees & FDD

Year Business Began: 1993

Franchising Since: 2009

Headquarters: Troy, Michigan

Estimated Number of Units: 200

Franchise Description: CarePatrol Franchise Systems, LLC is the franchisor. The franchisor’s parent company is Best Life Brands, LLC. CarePatrol franchisees provide senior living placement, referral and consulting services for families in need of independent living community, assisted living community, memory care, nursing home, or similar facility for the seniors in their lives.
Training Overview: The training program has two phases and takes approximately 12 weeks to complete. Phase One Training can take six weeks to complete. Training occurs in the franchisor’s designated location (currently Bloomfield Hills, Michigan) and within the franchisee’s approved location/protected territory and is a combination of self-study, eLearning, virtual classes, in person, and field training. However, the franchisor expressly reserves the right: to modify the training program, the frequency of training, and the location of the training at any time. Upon written request, the franchisor may provide additional assistance or training to franchisees at a mutually convenient time. From time to time, and in its sole discretion, the franchisor may require that the managing owner or managing employee that operates the business attend refresher training courses. From time to time, and in its sole discretion, the franchisor may offer additional training courses for managing owners or managing employees that operate the business.

Territory Granted: Franchisees will have the right to operate their franchised business in a protected territory. The protected territory will be based on a number of factors including the number of beds, the number of senior housing facilities, and the total population within the protected territory. In addition, the franchisor reserves the right to adjust the protected territory’s demographic makeup based on market conditions. Notwithstanding the above, the protected territory will have at least 1,200 beds. The protected territory is protected only to the extent that the franchisor will not locate another franchise or company-owned location within the protected area. The protected territory will be defined by reference to specified U.S. Postal Service ZIP codes that will be described in the Franchise Agreement. In order to maintain territorial rights, the franchisor requires franchisees to meet its minimum performance requirements.

Obligations and Restrictions: The Franchise Agreement requires that franchisees designate an employee, if not the owner, who will be primarily responsible for the daily management and supervision of the business (the managing owner/employee). The franchisor must approve the owner or employee appointed to serve as the managing owner/employee. The managing owner/employee must dedicate his or her full-time efforts to the business. Any new managing owner/employee must successfully complete all phases of the initial training program before becoming involved with the supervision, management or operation of the business. “Full-time” is defined as the expenditure of at least 35 hours of work per week, including vacation, sick leave, and other excused absences. Any managing employee is not required to possess any equity interest in the franchised business. Franchisees must offer and sell only products and services that the franchisor has expressly approved for sale in the manual or otherwise in writing. Franchisees must discontinue selling and offering for sale any products or services that the franchisor disapproves of in writing at any time.

Term of Agreement and Renewal: The length of the initial franchise term is 10 years. If franchisees are in good standing and they meet the other requirements, they may add one successor renewal term at the then current term length.

Financial Assistance: The franchisor has no obligation to provide franchisees with any financing, but it may agree to finance up to 50% of the initial franchise fee for qualified prospective franchisees under specified terms and conditions. The franchisor’s decision to finance the initial franchise fee may be based, in part, on the franchisee’s creditworthiness, the collateral the franchisee has available to secure the financing and the franchisor’s then-current financing policies. The franchisor may periodically agree with third-party lenders to make financing available to qualified franchisees and the franchisor may, at its sole discretion, refer franchisees to a third-party lender for financing. The franchisor does not guarantee a franchisee’s obligations to third parties.

Estimated Initial Investment

Name of Fee	Low	High
Initial Franchise Fee	$20,000	$57,000
Training Fee	$10,000	$10,000
Travel Expenses for Training	$2,500	$5,200
Real Estate & Related Expenses	$150	$200
Office Equipment	$1,100	$2,250
Computer Systems	$2,500	$3,750
Signs	$0	$550
Certified Senior Advisor Certification	$1,495	$1,795
Professional Fees & Business Licenses	$1,725	$2,725
Vehicle - Deposit & 3 Lease Payments	$0	$5,000
Insurance (3-6 months)	$650	$2,250
Additional Funds (3 months)	$20,000	$40,000
ESTIMATED TOTAL	$64,920	$135,770

 
Other Fees

Type of Fee	Amount
Royalty Fee	10% to 12% of gross sales with a minimum royalty fee per month.
National Invoicing Fee	$0, $60, or $120 depending on amount invoiced.
National Advertising Fee	1% of gross sales with a monthly minimum of $300 per month.
Local Marketing Spend	2% of gross sales with a monthly minimum of $1,000.
Technology Fee	$449 per month.
Google Workspace Fee	$18 per month, per Google Workspace account.
Accounting Software Fee	$85-$100 per month.
Certified Senior Advisor Fees	$1,495 - $1,795 initial fee; $175 annual renewal fee.
National Trade Organization Membership Fee	$200 - $500 annually.
Society for Human Resources Management (SHRM) Membership Fee	Currently $264 per year.
Insurance	Cost of premium plus the franchisor’s related expenses.
Contact Center Fee	The first 6 months are paid as one-time flat fee upon execution of the franchise agreement. Ongoing contact center fee (after 6th month of operation): $799/month.
Protected Territory Change Fee	$5,000
New Managing Owner Training Fee	$2,000 per person.
Marketer Training Fee	$1,000 per person.
Supplemental Training Fee & Refresher Training Fee	$500 per day (plus expenses).
Annual Conference Registration Fee	Up to $750 per conference for two attendees; $350 per attendee, thereafter.
Annual Conference Absentee Fee	$1,500
Regional Meeting Registration Fee	Up to $250 per attendee.
Regional Meeting Absentee Fee	$500
Transfer Fee	$15,000 at the time of transfer if the transfer involves 50% or more change of ownership. If the transfer involves less than a 50% change of ownership, the transfer fee will be calculated based upon the percentage of ownership change. If the entire business is transferred to an unrelated third-party, the transferee or the franchisee must also pay the training fee.
Renewal Fee	$7,500 or $15,000
Third-Party Broker Listing Fee	Varies by broker.
Examination/Audit of the Franchisee’s Records and Under Reporting Penalty	$300 per day per person plus: expenses, full amount of any underpayment, $5,000 penalty, and interest on any underpayment.
Client and Location Infraction Fee	Two times (2x) full placement fee realized.
Client Resolution Fee	Greater of $500 or $50/hour.
Unapproved Services Fee	1% of gross sales.
Interest	18% or the maximum allowed by law.
Late Payment Fee	Up to $150 per week for each individual payment past due.
Late Reporting Fee	Up to $150 per week for each individual payment past due.
Drivers’ Safety Course	Varies.

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