Home Inst7ead Franchise Disclosure Document (FDD) — 2010 to 2025

Home Instead is one of the largest and most established non-medical senior home care franchise systems in the United States, operating more than 1,000 domestic locations providing companionship, personal care, and memory care services to aging adults. The brand was acquired by Honor Technology in 2021, marking a significant transition in its ownership and operational structure that is reflected in FDDs spanning that period. For professional buyers, the Home Instead FDD archive is a primary reference for understanding the unit economics, caregiver staffing obligations, and franchisor structure of the leading brand in the senior care franchise category.

What’s Inside Each FDD

•        Item 5 & 7 — Home Instead’s initial franchise fee and total estimated initial investment range, including office setup, staffing, and working capital requirements for a non-medical home care operation

•        Item 8 & 9 — Approved supplier and training obligations tied to Home Instead’s proprietary caregiver certification programs and its Care Consultancy operational model

•        Item 12 — Territory rights and protected area provisions, including Home Instead’s approach to exclusive geographic territories defined by senior population demographics

•        Item 19 — Financial Performance Representations, including average annual revenue data across franchised Home Instead locations

•        Item 20 — Franchised location counts, openings, closures, and transfers across the Home Instead network, including pre- and post-Honor Technology acquisition data

•        Item 21 — Financial statements for the Home Instead franchisor entity, reflecting the structural changes associated with the 2021 acquisition

Why Buyers Access Multiple Years

The Home Instead FDD archive from 2010 to 2025 spans one of the most consequential periods in senior care franchising, including the brand’s pre-acquisition growth phase, its 2021 acquisition by Honor Technology, and the subsequent integration of technology-driven caregiver matching into its franchise model. Franchise attorneys use year-specific FDDs to identify what representations were in effect at the time of a franchisee’s agreement, particularly around territory definitions and operational requirements that evolved through the ownership transition. Lenders reference the longitudinal record to assess how Home Instead’s franchisor financial profile and franchisee revenue disclosures have shifted across the acquisition period. Private equity and M&A professionals active in the home care and senior services sector use the archive to benchmark Home Instead’s unit economics and franchisee obligations against competing non-medical home care systems.

Who Buys This FDD and Why

Franchise consultants and brokers are among the most active buyers of Home Instead FDDs, using the disclosure documents to advise clients evaluating senior care franchise investments and to compare Home Instead’s territory model and unit economics against competing home care concepts. Franchise attorneys and paralegals are significant buyers given the volume of renewal, transfer, and dispute matters in a system that has undergone ownership transition, and the implications that change carries for franchisee agreements in effect across multiple disclosure years. SBA and conventional lenders reference it to underwrite Home Instead franchise loans and evaluate the financial strength of the Honor Technology–backed franchisor entity. Private equity and M&A professionals active in the home care sector use the longitudinal archive to benchmark Home Instead against other senior care systems, while academic and industry researchers study it as the leading example of a technology-acquired home care franchise. Prospective franchisees also purchase the FDD to conduct independent due diligence before entering the system.

About FRANdata’s FDD Library

FRANdata is the franchise industry’s leading market intelligence and data firm, providing professionals with direct access to primary Franchise Disclosure Documents across thousands of systems — available for immediate purchase and download without a subscription. From pre-acquisition to post-transition FDDs, FRANdata’s library captures the full disclosure history of the brands that matter most.