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Rates
Care Concierge

Care Concierge

Franchising since 2019 · 1 locations

The total investment to open a Care Concierge franchise ranges from $60,700 - $93,400. The initial franchise fee is $54,900. Ongoing royalties are 8%. Care Concierge currently operates 1 locations (1 franchised). PeerSense FPI health score: 39/100.

Investment

$60,700 - $93,400

Franchise Fee

$54,900

Total Units

1

1 franchised

FPI Score
Low
39

Proprietary PeerSense metric

Fair
Capital Partners
2lenders available

Active capital sources verified for Care Concierge financing

SBA

7(a) Eligible

21d

Avg Funding

P+2.25%

Best Rate

No retainers · Referral fee at closing

FPI Score Breakdown

New/Niche (1-2 loans)

Limited Data
39out of 100
Fair

SBA Lending Performance

SBA Default Rate

0.0%

0 of 2 loans charged off

SBA Loans

2

Total Volume

$1.6M

Active Lenders

2

States

1

What is the Care Concierge franchise?

Every year, more than 10,000 Americans turn 65 years old — every single day — and the vast majority of their families have no roadmap for navigating the labyrinth of senior living options that range from independent living communities to memory care facilities, skilled nursing, and in-home care. That is the precise problem the Care Concierge franchise was built to solve. Founded in 2019 by Paul Jones, a senior living industry veteran who began his career as an Activities Assistant and worked his way through roles as Memory Care Director, Community Relations Director, and ultimately Executive Director, the company was born from firsthand knowledge of how disorienting and emotionally overwhelming care transitions can be for families. Jones launched the brand with a mission rooted in the New England region and a long-term vision for national reach across the entire United States. The company officially began franchising in 2024, making it one of the newer franchise systems available today with one active franchised unit currently operating. The Care Concierge sits within a senior care advisory and placement category that is part of an industry exceeding 500 billion dollars annually in the United States alone. This is not a marginal or speculative market — it is one of the most structurally secure industries in the American economy, driven by irreversible demographic forces that no policy shift or economic cycle can neutralize. For franchise investors evaluating where to deploy capital in the coming decade, the alignment between this brand's model and the macro forces reshaping American aging demographics deserves serious, data-grounded analysis. What follows is independent research, not marketing copy, designed to give investors the complete picture before any conversation with a franchisor begins.

The senior care industry in which the Care Concierge franchise operates is not merely growing — it is demographically mandated to grow for the next four decades. There are currently over 49 million Americans aged 65 or older, representing approximately 15 percent of the total U.S. population, and that figure is projected to climb to 24 percent by 2060 as Baby Boomers continue aging into care-requiring demographics. The global in-home senior care franchises market was estimated at 430.12 billion dollars in 2025 and is projected to reach 727.65 billion dollars by 2032, reflecting a compound annual growth rate of 7.8 percent over that seven-year span. The broader senior care industry in the U.S. alone exceeds 500 billion dollars annually, encompassing residential communities, advisory services, in-home assistance, memory care, and skilled nursing. What makes the advisory and placement subsegment particularly compelling from a franchise investment perspective is that it operates at the intersection of all of these categories simultaneously — a placement advisor does not need to specialize in one care format because families need guidance across the entire spectrum. Consumer behavior in this category is also shifting meaningfully: families are increasingly recognizing that evaluating senior living facilities without expert guidance is both time-consuming and high-stakes, given that average monthly costs at assisted living communities frequently exceed four to five thousand dollars and memory care facilities often run higher. This complexity creates durable, recurring demand for knowledgeable advisors who can assess individual needs, tour facilities on behalf of families, and match clients to appropriate placements. The industry is relatively fragmented at the local advisory level, meaning early franchise entrants in underserved territories have a genuine first-mover advantage in relationship-building with regional hospital discharge planners, social workers, and healthcare referral networks.

The Care Concierge franchise cost structure is designed for accessibility, which is one of the model's most distinguishing investment characteristics. The initial franchise fee is 54,900 dollars, a one-time upfront payment that grants franchisees the right to operate under the Care Concierge brand, systems, and trademarks. Total investment to launch a Care Concierge franchise ranges from approximately 60,700 dollars to 93,400 dollars, with one disclosure placing the range at 66,200 to 93,400 dollars — a spread that reflects variability in startup expenses including equipment, supplies, business licensing, and working capital reserves rather than real estate or buildout costs. This investment range positions the Care Concierge franchise investment as one of the most accessible entry points in the broader senior care franchise category, where competing models with physical office requirements or direct care delivery can require total investments well above 150,000 dollars. The minimum liquid capital requirement is 35,000 dollars, meaning prospective franchisees need access to readily available cash or cash-equivalent assets at that threshold, without counting home equity or retirement accounts. The ongoing royalty rate is 8 percent of gross sales, which is the primary recurring fee structure disclosed for this franchise system. Military veterans receive a 5,000-dollar discount off the franchise fee, reducing their entry cost to 49,900 dollars and reflecting the brand's commitment to serving the veteran community, which has historically shown strong performance rates in franchise ownership across multiple categories. Third-party financing options are available for franchisees who do not have the full investment amount in liquid capital, broadening the pool of qualified candidates. The home-based operating model eliminates the need for commercial lease obligations, tenant improvement allowances, or physical inventory — three of the most significant capital drains in traditional brick-and-mortar franchise formats. For an investor comparing total cost of ownership across senior care and service-based franchise categories, the Care Concierge franchise cost represents a meaningfully lower barrier to entry than most comparable advisory or placement concepts.

Daily operations for a Care Concierge franchisee center on relationship management, consultative assessments, and strategic placement rather than direct caregiving or clinical service delivery. A franchisee in this model operates as a senior living advisor and family advocate — conducting intake assessments to identify a client's care level, mobility requirements, cognitive status, budget parameters, and geographic preferences, then researching and recommending appropriate senior living communities from a curated network of local providers. The business model requires only a laptop and a phone to operate, reinforcing the home-based structure that keeps overhead at a minimum throughout the life of the franchise agreement. Staffing requirements are minimal in the early stage of the business, with the model designed around an owner-operator format in which the franchisee is the primary relationship-builder and advisor. The Care Concierge emphasizes a full-time commitment from franchisees, suggesting that part-time or semi-absentee operation is not the intended model, at least in the development phase. Training is comprehensive and covers all essential dimensions of the business, including in-depth instruction on senior care options across the full continuum of care, client assessment methodology, business operations, and marketing strategies. Ongoing support is delivered through webinars, a dedicated support team, and access to an extensive library of operational resources. The franchisor provides effective marketing infrastructure including digital marketing programs, local search engine optimization strategies, and targeted advertising campaigns designed to help franchisees generate leads without requiring prior marketing expertise. Territory structure is based on geographic market assignments, with early franchisees described as having the opportunity to establish territory presence and dominant community relationships before later entrants arrive. Prospective franchisees are invited to participate in a Discovery Day at the company's headquarters, where territory availability can be discussed alongside the full operational model. The team supporting franchisees includes advisors with deep domain expertise, such as Alicia Wagner, who brings over 15 years of industry experience, Michelle Kissinger, a Registered Nurse with a Bachelor of Science in Nursing who serves as a Nursing Home Navigator, Violane Diop with a background in home care and senior living admissions, and Erin Campbell, who brings 18 years in senior living with a social work foundation — a collective expertise that franchisees can leverage when complex client situations require clinical or regulatory knowledge.

Item 19 financial performance data is not disclosed in the current Franchise Disclosure Document for the Care Concierge franchise. This means that prospective investors will not find average revenue per unit, median revenue figures, or profit margin data in the FDD, and any financial projections discussed in discovery conversations should be independently validated. This is not unusual for an early-stage franchise system that began franchising in 2024 and currently has one franchised unit operating — many new franchise concepts do not make Item 19 disclosures in their initial FDD years, either because the unit count is too small to generate statistically meaningful benchmarks or because the franchisor opts for a conservative legal posture during the system's growth phase. What can be analyzed are the structural economics of the business model itself. The Care Concierge revenue model is referral-based, meaning franchisees earn placement fees from senior living communities when they successfully transition a client into that community. These referral fees are typically calculated as a percentage of the resident's first month's costs, which include rent, care fees, and medication costs — a figure that at assisted living rate levels can translate into placement fees of several hundred to several thousand dollars per successful placement. The franchisor's own materials note that even a few placements per month can yield significant returns, which is consistent with the economics of senior placement advisory businesses broadly. The combination of a low overhead structure — no office lease, no inventory, no clinical staff — and a referral-based revenue model with meaningful per-transaction value creates a unit economics profile that can reach breakeven at relatively modest placement volumes. Franchise investors accustomed to food service or retail models with high cost-of-goods percentages will find the gross margin profile of an advisory placement business structurally different and potentially more favorable at equivalent revenue levels. Given the 8 percent royalty rate and the home-based cost structure, a franchisee generating consistent monthly placements would retain a substantially higher proportion of gross revenue than most brick-and-mortar service franchise models. Full financial performance details, to the extent they become available in future FDD amendments as the franchise system grows, should be reviewed with a franchise attorney and independent accountant before any investment commitment.

The Care Concierge franchise officially entered the market as a franchise opportunity in 2024, establishing it as a system in its earliest growth phase with one franchised unit currently operating. Paul Jones's stated strategic vision extends from the company's founding territory in New England across the entire continental United States, and the franchise structure is designed to enable that national expansion through the owner-operator model rather than through corporate-owned locations, which currently number zero. The brand's competitive moat is built on four reinforcing elements: the proprietary assessment process developed through Jones's decades of hands-on senior living experience, the clinical depth of the support team including a registered nurse navigator, the relationship infrastructure that franchisees build with local senior living communities and healthcare referral sources, and the first-mover advantage available to early franchisees in underpenetrated metropolitan and suburban territories. The senior living advisory market is currently served by a combination of large national placement agencies, small independent advisors operating without brand infrastructure, and a limited number of franchise systems — meaning the competitive landscape is fragmented enough that a well-supported franchisee with strong local relationships can build meaningful market share. The company has positioned its franchise recruitment around the concept of early entry into a high-demand market, which is a genuine strategic consideration given that relationship-based businesses in healthcare-adjacent categories tend to reward early market presence with compounding referral network effects over time. Leadership remains under the direct stewardship of Paul Jones as Owner and CEO, and no executive leadership changes have been reported. The brand's expansion is occurring organically through franchising rather than through mergers or acquisitions, which keeps the cultural and operational model tightly controlled during the system's formative years.

The ideal Care Concierge franchise candidate is someone who combines genuine empathy for aging adults and their families with the interpersonal skills necessary to build trust quickly during emotionally charged care transitions. Prior experience in healthcare, social work, senior living, or eldercare is highly valued — and the composition of the existing Care Concierge team, which includes advisors with backgrounds in nursing, home care admissions, and social work, signals the professional profile the brand is seeking to replicate through franchising. This is not a business that rewards passive ownership: the owner-operator model and the relationship-driven revenue structure require consistent, full-time engagement, community networking, and proactive outreach to hospital discharge planners, physicians, assisted living communities, and home health agencies. The franchise agreement covers operations across the United States, with territory availability discussed during the Discovery Day process at corporate headquarters. Prospective franchisees can initiate the process through a qualification review to assess territory availability in their target market. The timeline from franchise agreement signing to operational launch is shorter than most brick-and-mortar concepts given the absence of buildout, lease negotiation, or equipment installation — a franchisee with a home office setup, a laptop, and a phone can be operational relatively quickly after completing training. Multi-unit development pathways may exist for high-performing franchisees as the system scales, though the current stage of growth is focused on single-territory market penetration and proof-of-concept expansion. Resale and transfer terms, as with all franchise investments, are governed by the FDD and franchise agreement, and prospective buyers should review those documents in detail with qualified legal counsel before signing.

The Care Concierge franchise opportunity sits at the convergence of two of the most powerful long-term investment forces in the American economy: the accelerating aging of the population and the growing complexity of healthcare decision-making for families. With a total investment range of 60,700 to 93,400 dollars, a 54,900-dollar franchise fee, a 35,000-dollar liquid capital requirement, a home-based operating model with no inventory or lease obligations, and a referral-based revenue structure tied to a 500-billion-dollar-plus industry growing at a compound annual rate of 7.8 percent through 2032, this franchise presents a financially accessible entry point into a sector with genuine secular tailwinds. The current FPI Score of 39, rated Fair, reflects the brand's early-stage franchise development status rather than a negative signal about the underlying business model — new franchise systems with limited unit history will inherently score differently from mature systems with decades of FDD data and hundreds of operating locations. Investors conducting serious due diligence on the Care Concierge franchise investment should treat the absence of Item 19 data not as a disqualifier but as a prompt to dig deeper into the unit economics model, speak directly with Paul Jones and his advisory team, and stress-test the placement fee revenue assumptions against real market data. PeerSense provides exclusive due diligence data including SBA lending history, FPI score, location maps with Google ratings, FDD financial data, and side-by-side comparison tools that allow investors to benchmark the Care Concierge franchise against other senior care advisory and service franchise systems across every relevant financial and operational dimension. Explore the complete Care Concierge franchise profile on PeerSense to access the full suite of independent franchise intelligence data.

FPI Score

39/100

SBA Default Rate

0.0%

Active Lenders

2

Key Highlights

Low SBA default rate (0.0%)

Data Insights

Key performance metrics for Care Concierge based on SBA lending data

SBA Default Rate

0.0%

0 of 2 loans charged off

SBA Loan Volume

2 loans

Across 2 lenders

Lender Diversity

2 lenders

Avg 1.0 loans per lender

Investment Tier

Low-cost entry

$60,700 – $93,400 total

Payment Estimator

Loan Amount$49K
Interest Rate9.5%
Term (Years)10 yr

Estimated Monthly Payment

$628

Principal & Interest only

Locations

Care Conciergeunit breakdown

Total Units
N/A
Franchisee Owned
System Owned
Closed

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Care Concierge