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Oasis Senior Advisors
How much does Oasis Senior Advisors cost?
Initial Investment Range
$67,589 to $113,739
Franchise Fee
$54,500 to $94,500
Oasis Senior Advisors® businesses offer senior living placement, referral and advisory services for families needing to find an independent living community, assisted living community, memory care, nursing home, or similar facility for senior citizens, including individual pre-engagement evaluations and assessments.
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Oasis Senior Advisors June 10, 2025 FDD Risk Analysis
Free FDD Library AI Analysis Date: August 22, 2025
DISCLAIMER: Not Legal Advice - For Informational Purposes Only. Consult With Qualified Franchise Professionals.
Franchisor Stability Risks
Start HereDisclosure of Franchisor's Financial Instability
High Risk
Explanation
The franchisor explicitly warns of its financial condition as a special risk. The audited financial statements in Exhibit E confirm this, showing significant net losses in 2023 and 2024, a large and growing accumulated deficit, and negative cash flow from operations. The company's liquidity notes state it relies on parent company advances to fund operations. This financial weakness may impact its ability to support you and grow the brand, presenting a significant risk to your investment.
Potential Mitigations
- A franchise accountant should analyze the franchisor's financial statements, including the liquidity notes and reliance on parent funding.
- It is crucial to ask the franchisor about its plans to achieve profitability and reduce reliance on parent company debt, with guidance from your business advisor.
- Your attorney should investigate if any state financial assurances, like a bond or escrow, are required due to the weak financials.
High Franchisee Turnover
High Risk
Explanation
Item 20 data reveals concerning franchisee turnover rates of approximately 17.7% in 2023 and 10.2% in 2024, combining terminations, cessations, and franchisor reacquisitions. A significant number of units were reacquired by the franchisor, which could potentially mask underlying franchisee failures or distress. This level of churn may indicate systemic issues, such as problems with profitability or support, posing a substantial risk to your potential success within the system.
Potential Mitigations
- It is imperative to contact a significant number of former franchisees from the list in Exhibit I to understand their reasons for leaving.
- Your accountant should help you analyze the turnover data over the three-year period to assess the stability of the franchise system.
- A business advisor can help you question the franchisor about the high number of reacquisitions and what they indicate about franchisee success.
Rapid System Growth
High Risk
Explanation
The system grew from 1 company-owned unit at the start of 2023 to 26 by the end of 2024, alongside continued franchise sales. This rapid expansion, combined with the significant operating losses and negative cash flow shown in Item 21, presents a risk. The franchisor's financial and personnel resources could be stretched thin, potentially compromising its ability to provide the necessary training, marketing, and operational support to all franchisees as the system scales.
Potential Mitigations
- With your business advisor, question the franchisor about their specific plans for scaling support staff and infrastructure to match outlet growth.
- Discuss the current quality and responsiveness of franchisor support with a wide range of existing franchisees.
- An accountant should review the financials to assess if the company has the resources to sustain its growth without degrading support.
New/Unproven Franchise System
Low Risk
Explanation
This risk was not identified in the FDD package. Oasis Senior Advisors began offering franchises in 2014 and has over 100 units, suggesting it is an established, rather than a new or unproven, system. However, investing in any franchise carries risk, and the system's long-term viability depends on many factors, including management, support, and market conditions. The system was acquired by new ownership in December 2022, which introduces change.
Potential Mitigations
- A business advisor can help you assess the franchisor's track record and the overall health of the franchise system.
- Speaking with long-term franchisees about the evolution of the system and support is a valuable step for your due diligence.
- Your attorney can help you understand the implications of the recent change in ownership.
Possible Fad Business
Low Risk
Explanation
This risk was not identified. The business model, senior placement and advisory services, appears to cater to a long-term demographic trend of an aging population. This suggests a sustained market need rather than a short-lived fad. However, any business model's long-term success depends on its ability to adapt to competition and changing market dynamics. You should still evaluate its long-term viability in your specific market.
Potential Mitigations
- A business advisor can help you conduct independent market research to validate the long-term demand for these services in your area.
- In discussions with the franchisor, inquire about their strategies for innovation and adapting to potential industry changes.
- Assess the business model's resilience to economic shifts and competitive pressures with your financial advisor.
Inexperienced Management
Low Risk
Explanation
This risk was not identified. Item 2 shows that the key executives generally have several years of experience with the Oasis system, both before and after its 2022 acquisition. Many have prior experience in relevant industries or franchising. For example, the Chairman has been with the system since 2014. While experience does not guarantee success, the management team does not appear to be new to the industry or franchising.
Potential Mitigations
- A business advisor can assist you in reviewing the backgrounds of the key management team members listed in Item 2.
- When speaking with current franchisees, it's wise to ask about their direct experiences with the management team's support and strategic direction.
- Independently researching the professional history of key executives can provide additional context for your evaluation.
Private Equity Ownership
Medium Risk
Explanation
Item 1 discloses that the franchisor was acquired in December 2022 by Silver Buyer LLC, whose ultimate parent is Silver Parent LLC. This indicates private equity (PE) ownership. PE firms often have specific investment timelines and return expectations, which may lead to decisions focused on short-term financial metrics. This could potentially influence policies on fees, support spending, and system growth in ways that may not align with your long-term interests as a franchisee.
Potential Mitigations
- It is advisable to ask the franchisor about the parent company's long-term vision and commitment to the brand.
- Engaging a business advisor to research the private equity firm's reputation and track record with other franchise systems can be insightful.
- When speaking with franchisees, ask about any changes in operations, support, or fees since the acquisition.
Non-Disclosure of Parent Company
High Risk
Explanation
The franchisor discloses its parent companies in Item 1. However, the franchisor itself has a weak financial position, with significant losses and reliance on its parent for funding. While the parent's involvement is disclosed, their financial statements are not provided, and there is no parent guarantee for the franchisor's obligations. You are therefore relying on the continued willingness of the parent to fund a subsidiary that is losing millions of dollars annually.
Potential Mitigations
- Your accountant should review the franchisor's financials and note the dependency on the parent company.
- It is important to understand from your attorney that without a parent company guarantee, you have no contractual claim on the parent's assets.
- A business advisor can help you frame questions to the franchisor regarding the parent's long-term commitment to funding the system.
Predecessor History Issues
Low Risk
Explanation
This risk was not identified in the FDD package. Item 1 discloses a predecessor entity that merged with the current franchisor in 2016. The FDD appears to properly disclose the predecessor and does not indicate any attempt to hide a negative history associated with it. No material negative information, such as litigation or bankruptcy related to the predecessor, is noted in other FDD items.
Potential Mitigations
- Your attorney can confirm that the predecessor disclosures in Item 1 appear compliant with franchise regulations.
- When speaking with long-tenured franchisees, asking about their experiences before and after the 2016 merger could provide useful context.
- A business advisor can assist in searching public records for any information on the predecessor company if you have further concerns.
Pattern of Litigation
Low Risk
Explanation
This risk was not identified. Item 3 of the FDD states, "No litigation is required to be disclosed in this Item." This indicates there is no recent history of material litigation involving the franchisor, its predecessors, or key personnel related to fraud, contract breach, or franchise law violations. The absence of such litigation is a positive indicator, though it does not eliminate all potential for future disputes.
Potential Mitigations
- Your attorney can help you verify the franchisor's litigation history through public record searches for additional assurance.
- It is still wise to ask current and former franchisees about any disputes they may have had, even if they didn't result in litigation.
- Maintaining open communication and documenting all significant interactions with the franchisor can help prevent future disputes.
Disclosure & Representation Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
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Financial & Fee Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Legal & Contract Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Territory & Competition Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Regulatory & Compliance Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Franchisor Support Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Operational Control Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Term & Exit Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
Miscellaneous Risks
Example Risk: Franchisee Financial Obligations
Blue Risk
Explanation
This risk involves the financial obligations that a franchisee must meet, including initial fees, ongoing royalties, and other required payments. Understanding these obligations is crucial for long-term success.
Potential Mitigations
- Carefully review the Franchise Disclosure Document (FDD) and consult with a franchise attorney to fully understand all financial commitments before signing.
- Conduct regular risk assessments
- Implement monitoring and reporting systems
Unlock Full Risk Analysis
Purchase the complete risk review to see all 102 risks across all 10 categories.
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