Oasis Senior Advisors Claimed

First Unit Franchised: 2014
Franchised Units: 110
Company Owned Units: 1
States Registered In: All States

Sold Out: WA, OR, NH, ID, NE, DE, MD

Not available in: ND, SD, WY, NV, MT, VT

Canada Franchises: No
International Franchises: No

Minimum Liquid Capital: $40K
Minimum Net Worth: $150,000
Franchise Fee: $40,000-$70,000
Royalty: 10%
Ad: 2%
Average Number of Employees: zero - few
Item 19: Yes
visa-candidates: yes
Passive Ownership: No
Home Based: Yes
B2B: Yes
Master Franchise Opportunities: No
Veteran Discount Yes (10% discount on initial franchise fee)

Focused pre-work support (prior to training), which includes guiding the zee through a national third party, industry-recognized senior advisor certification
One-week training at the corporate office
A dedicated business coach providing field support and constant phone support
Advertising, design and promotional collateral produced by our in-house marketing department.
Expanded franchisee resources with national PR/Marketing firm
Thorough and complete support in every aspect of the business


Financial strength of franchisor

Extremely strong



Management strength

CEO/Co-Founder: 25+ years in franchising

President: 25-year executive, clinical trial background, prior two-territory owner Oasis franchisee

Director of Operations: 20+ years experience, prior Oasis franchisee

Director of Franchise Development: 10+ years franchising and small business acumen

Operations Team: 40+ years industry experience, prior Oasis franchisee

Marketing Team: 180 years marketing experience

IT Team: 120 years in networking, web management, system administration



Number of Multi-Unit Owners

Currently 15



Competitive advantage of the product/service

OasisIQ is our proprietary software that has been developed to assist our franchisees in the day-to-day management of their business. From an operations standpoint, it is a tool to help them streamline tasks and responsibilities and get more done on a daily basis, such as:
CRM for lead Sources, communities and clients
Built-In appointment calendar and task manager
Analytic and operational reporting
Access to a document repository with forms, networking presentations, marketing pieces, etc.
Matching Functionality
The matching functionality is one of the most unique features of our software. Once the Franchisee enters information about the client into the system, OasisIQ will provide a list of communities that match the client’s needs (health care, budget, geographic area and lifestyle preferences). With a click of a button, the franchisee can then easily create and email a link to a personalized HOME (Housing Options Made Easy) webpage to the client, providing them with information about their best-matching communities. There is nothing more frustrating to clients than to view information about communities that cannot accommodate them medically or financially and OasisIQ eliminates this frustration. In addition, communities we partner with recognize and appreciate that they are being referred to quality and qualified clients.


Our business model is personal, direct and local to communities and clients. The main competitor in the senior living referral industry, A Place for Mom, has seen many communities express frustration because they are a corporate entity providing communities unqualified leads – regardless of the client’s ability or interest in the community.


Our mature infrastructure is certainly a key to our franchisees’ growth. From our in-house marketing, IT and seasoned franchise operations support staff, we are well positioned to support the zee’s needs and the growth of the franchisees, as well as the necessary evolution as franchisor.