Oasis Senior Advisors Franchise

Oasis Senior Advisors businesses provide placement, referral and advisory services for seniors seeking independent living, assisted living, memory care, nursing homes or similar settings. The process begins with an individual evaluation of care, financial, geographic and lifestyle needs. Advisors use the proprietary Oasis IQ platform to produce Housing Options Made Easy, a list of communities that can support a client’s needs, and to make referrals to other partners where appropriate.

The predecessor began offering franchises in February 2014. The current Florida franchisor, Oasis Senior Advisors Franchise Systems, LLC, was organized in April 2016 and became the surviving entity in a merger with that predecessor. Its principal office is in Hendersonville, Tennessee. The business is a placement and advisory service: franchise owners build community relationships and guide families through available options rather than operating a residential care facility themselves.

Referral relationships are central to the model. Local lead sources can include hospitals, home health providers, doctors, pharmacies, financial planners, attorneys and community organizations. Participating senior living communities compensate the business under referral agreements when a client moves in. A territory typically has approximately 400,000–800,000 people, and the initial franchise fee typically ranges from $40,000 to $80,000 according to territory size and other factors. A separate $10,000 business administration set-up fee applies to a new franchisee.

Training begins with assigned pre-work through the learning management platform, a marketing worksheet and a pre-training call. The initial program usually includes five business days in Hendersonville, Tennessee, followed by 12 weeks of mandatory video training sessions. The curriculum covers the Oasis model, senior living community types, Oasis IQ, lead sources, referral development, family consultations, networking, marketing, information security and operating checklists. A field day includes visits to communities in the Hendersonville or Nashville area.

The principal owner must complete the initial program and obtain the required Certified Senior Advisor designation. The certification course and examination develop knowledge of health, social and financial issues affecting seniors. The owner maintains that designation throughout the franchise relationship. There is no separate initial-program charge for the principal owner, while travel, living expenses and certification costs remain the franchisee’s responsibility.

Pre-opening assistance includes operating materials, supplier specifications, telephone support and business set-up guidance. The business administration fee covers services including social media setup and the design and implementation of the franchisee website. Oasis IQ supports client progress, community and lead-source records, activity notes, invoicing and revenue reporting. After opening, the franchisor provides reasonable operating assistance, manual updates and refresher training. Additional learning can include coaching, study groups, regional programs and the annual convention, which the principal owner attends.

Oasis Senior Advisors offers a local relationship business with a clear role in a family’s search for senior living. The owner combines knowledge of nearby communities with a structured needs assessment and a system for organizing options. Because clients are not charged for the placement service, the business model centers on developing participating-community relationships and helping families work through available choices.

The home-office option allows an owner to build the business without establishing a care facility or a large retail location. Much of the work involves family conversations, community visits and developing referral relationships with professionals who already serve seniors. Oasis IQ brings those relationships and client activities into one operating platform, while the training sequence combines classroom learning, field exposure and follow-up video sessions.

This is a hands-on ownership opportunity. The principal owner holds at least a 50% interest and works full time in the business during the first two years. After that period, an approved full-time manager with the required training and Certified Senior Advisor designation may supervise operations. The model suits an owner who enjoys networking, organized follow-through and personal service, and who wants to develop a local business around helping seniors and their families navigate an important transition.

For further reading, explore Oasis Senior Advisors Franchise: Placement Services & Ownership.