Use precise language

Begin by asking what the specific business does and does not provide. A broad senior-services category can include distinct activities with different staffing, licensing, oversight and customer relationships. Do not assume that a directory category establishes the scope of an individual offering.

Request written descriptions and examine them with qualified local advisers. Ask which authorities oversee the proposed activities in the intended location. Requirements need to be assessed for that service and jurisdiction, not borrowed from another owner’s market.

Investigate the people and safeguards

Ask about recruitment, screening, training, supervision, scheduling and incident escalation where applicable. Determine who is responsible for maintaining required credentials and records. A promise of comprehensive support should be translated into specific responsibilities and processes.

Consider the experience of clients and families when services change or staff are unavailable. Ask how complaints and sensitive information are handled. These questions help examine the operating relationship without assuming that every model has identical duties.

Review the business as well as the purpose

A meaningful service still requires a realistic operating and financial plan. Study the current disclosure, agreement, local costs and owner role. Speak with experienced operators using respectful, nonintrusive questions. Avoid collecting client health or other private information during franchise research.

Put it on paper

  • Confirm the exact scope of the offered service.
  • Investigate local oversight and staffing obligations.
  • Keep client privacy and incident processes in view.

Continue with the franchise research checklist, our FDD guide, and the research directory.

Continue your research

The franchise research checklist →
Understanding the FDD →
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