Quick Verdict · who it fits
SHM Triad, LLC fits first-time franchise buyers looking for an emerging senior care concept.
The numbers a buyer needs first — straight from the filing.
Initial investment (Item 7)
$75K - $113K
Franchise fee (Item 5)
$50K
Royalty (Item 6)
8%
System size (Item 20)
9 +6
Years in business
7+ yrs
Company-owned units
1
Data extracted from the 2026 FDD filed with state regulators. Fees and terms may have changed since filing — request the current FDD from the franchisor before deciding. Not legal, financial, or investment advice. Full disclaimer.
Drag to your projected annual sales. Royalty 8% on gross sales.
PROJECTED ANNUAL SALES$500,000
$100k$2M
Royalty (8%)
—
Total / year
—
▪ Of-sales fees only · excludes rent, labor, COGS, and one-time costs · for illustration
Free AI summary — the first read on the filing.
4
Total units open
2
Units opened last year
0
Units closed last year
+2
Net unit growth
What our analysis flagged across the 2026 filing.
5
Risks to review
4
Strengths identified
5
Questions to ask
How Shm Triad ranks against 110 Senior Care peers we've analyzed.
Initial investment
17th pct · of 110 peers
Franchise fee
41st pct · of 110 peers
System size
20th pct · of 110 peers
Senior Care industry averages
Avg investment
$200K - $429K
Avg franchise fee
$51K
Avg system size
179
Franchises analyzed
110
Closest concepts by category and investment.
| Brand | Item 19 | Fee | Investment | Royalty | Units |
|---|---|---|---|---|---|
| Shm Triad | None | $50K | $75K - $113K | 8% | 9 |
| Options for Senior AmericaSimilar price | Disclosed | $48K | $86K - $110K | 5% | 16 |
| Health MartBiggest system | None | — | — | — | 3,907 |
| Clear Lakes DentalTop-rated in category | Disclosed | $62K | $554K - $1.9M | 7% | 8 |
Free explainers to go deeper before you sign.
SHM Triad, LLC requires a $49,900 initial franchise fee and a total initial investment range of $75,000–$113,000, per the most recent FDD on file.
No. SHM Triad, LLC does not include a financial performance representation in its FDD. Prospective buyers should rely on validation calls with existing franchisees and benchmark against industry medians.
Franchisees pay a royalty of 8% of Gross Collected Revenue on gross sales as defined in Item 6 of the FDD.
As of their 2026 FDD, SHM Triad, LLC has 9 total locations, with 6 new locations opened in the most recent reporting year. This information comes from Item 20 of the FDD.
Per the FDD, SHM Triad, LLC discloses a renewal fee of $5,000, a transfer fee of $10,000. Review Items 10 and 17 for the full renewal and termination provisions.
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