Oasis Senior Advisors

Oasis Senior Advisors provides a FREE RESOURCE to seniors and their families to help them find SENIOR LIVING COMMUNITIES, whether that be an assisted living, memory care, or independent living community. The communities pay a fee that is typically 70% - 75% of a community's monthly bed fee.

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Oasis Senior Advisors
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Oasis Senior Advisors Franchise Cost and Requirements for 2024

Background

How will you get started as an Oasis Senior Advisor?

First, let us reassure you that even if you have no experience in this field whatsoever, we have all the systems in place to get you up and running very quickly. And if you do have experience, you can begin building on it immediately.

Our training and support systems are among the best in this, or any other industry. Our CEO, Tim Evankovich, opened his first successful franchise system over 20 years ago, and knows exactly what it takes to help you get off to a strong start. Because of course, the better you do, the better we all do.

Your journey will begin at our corporate headquarters in Bonita Springs, Florida. Here, in your initial one-week training program, you'll learn everything you need to know about:

  • Our industry
  • Our unique business model
  • The strategies you'll need to get off to a fast start
  • What a day in the field visiting various types of senior communities will be like How to market your business locally
  • And how to take advantage of our advanced business management software (Oasis IQ).


For added credibility, you will also apply for national certification as a Senior Advisor. Once you have your national certification and your initial training has been completed, you will return home to set up your new Oasis home office.

Since your business will usually have you out in the field visiting local senior communities, various referral sources and meeting with clients in their current homes, your home office will be fairly basic. All you'll really need are a dedicated business phone and an iPad or PC tablet, on which you'll run our proprietary software system.

Of course, once you're home and your office is established, don't think for a second that our support stops there. Far from it.

On an ongoing basis, we'll continue to provide:

  • ?
  • Training on a wide variety of subjects
  • Visits from our trainers, who can accompany you to your local senior housing communities and local referral sources, for hands on experience
  • Periodic webinar training
  • And invitations to our entertaining and information-packed annual conferences.


Bottom line? Our support people are never more than a phone call away if you ever have any questions or need any advice whatsoever. Like we said, your success is our success, and we're with you all the way.

Company Details

Established: 2013
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

Support and Training Offered By Oasis Senior Advisors

Franchisor Support

Initial training, ongoing support, helplines, field support, annual meetings, advertising, central purchasing, etc.

  • 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.



2024 Franchise Requirements Needed to Own a Oasis Senior Advisors Franchise.

What does a Oasis Senior Advisors Franchise Cost?

Oasis Senior Advisors franchise fees for 2024:

Total Investment: $65K - $100K

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)

Is Oasis Senior Advisors a Semi Absentee Franchise with a Passive Ownership Opportunity?

No. Oasis Senior Advisors is not a semi absentee franchise. The owner of the franchise (the franchisee) is expected to be involved in all aspects of day-to-day operations.

Is Oasis Senior Advisors a Home Based franchise?

Yes. Oasis Senior Advisors is a home based franchise opportunity.

What Do Oasis Senior Advisors Franchise Owners Make?

Click here to find out how much Oasis Senior Advisors franchisees make. Oasis Senior Advisors offers an Item 19 in their Franchise Disclosure Document which provides financial information about select franchisees in their franchise system.

Is Oasis Senior Advisors a Master Franchise Opportunity?

No. Oasis Senior Advisors is not a master franchise opportunity.

Does Oasis Senior Advisors Offer a Veteran Discount?

Yes. Oasis Senior Advisors franchise does offer a veteran discount.

Does Oasis Senior Advisors Work with E2 Visa and EB-5 Visa Candidates?

Yes. Oasis Senior Advisors franchise does work with E2 Visa and EB-5 Visa candidates.

Is Oasis Senior Advisors Looking for Franchisees in Canada?

No. Oasis Senior Advisors franchise is not looking for Canada franchisees.

Is Oasis Senior Advisors Looking for International franchisees?

No. Oasis Senior Advisors franchise is not looking for International franchisees.

Where can I see Oasis Senior Advisors's FDD (Franchise Disclosure Document)?

Buying a Franchise Guide: What is a Franchise Disclosure Document?

When evaluating a franchise opportunity, reading and understanding the current version of their FDD is a necessity. Considering the benefits of franchising, such as established brand recognition and support from the franchisor, it's important to also take into account franchise fees and franchising royalty fees. Since most franchisors are privately owned companies, the current versions of their FDDs are typically not available unless requested directly from them.

Click here to connect with a Franchise Consultant who can help you obtain a copy quickly and for free. They can also guide you through the essential franchise questions to ask, ensuring you make a well-informed decision about your investment.

Additional Information

Additional Categories

Senior Care, Non Food Franchises

Number of Units Open

100+ UNITS

Cash Required

$50,000 - $100,000

Master Franchise

No

Passive Franchise

No

Home Based Franchise

Yes

Item 19 Franchise

Yes

Veteran Discount

No

B2B

Yes

Franchise Opportunities in Canada

No

International Franchise Opportunities

No

E2 Visa Franchise

Yes

Oasis Senior Advisors Franchises for Sale

Click Here to inquire about existing Oasis Senior Advisors franchises for sale. We may have Oasis Senior Advisors franchise resales. A franchise resale is an already established franchise owned by a franchisee and the franchisee is looking to sell their franchise.

The International Franchise Professionals Group (IFPG) is an internationally recognized membership-based franchise organization. IFPG Franchise Consultants guide aspiring business owners through the process of identifying and investing in franchise businesses. The IFPG represents more than 550 franchises. We do not represent all franchises listed here. By clicking on "Request a Consultation," you are agreeing to be contacted by one of our Certified Franchise Consultants to discuss franchise ownership.

About our rankings: The IFPG uses its internal data collected from our membership portal to identify which franchises had the most activity in the past week. This ranking system is not based on franchise sales, franchisee success rates or number of units open. Our ranking system should not be used to make a decision on which franchise to buy it was solely created for internal purposes and for our IFPG Members.