SENIOR COMPANION SERVICE BUSINESS PLAN

I. Executive Summary

Company Description

HearthLink (name chosen to evoke home, warmth, and human connection) is a tech-enabled, non-medical senior companionship service launching in the United States in 2026 and headquartered in Austin, Texas. We operate in the senior care and social well-being sector and sell subscription-based companionship plans that pair seniors with vetted companions through a proprietary matching system. Our core offerings are scheduled in-person visits, virtual social sessions, and a secure digital portal that gives families transparent scheduling, activity logs, and billing. One-line: We match people, not shifts.

We deliver services via a local team model that recruits, screens, and trains companions to strict standards, then coordinates scheduling, travel, and family communications through our platform. What sets us apart is a matching algorithm focused on personality and interests, combined with a high-standard vetting process and a family-facing transparency portal. Target customers are seniors age 70+ living independently and their adult family caregivers in suburban and urban regions. Short-term goal: launch in three Texas metro areas by Q4 2026. Long-term goal: expand to 15 regions nationwide within five years while maintaining retention above 75 percent. One-line: Scale carefully, keep quality high.

Problem

Seniors living alone experience measurable cognitive and physical decline that increases fall risk, malnutrition, and emergency visits. Families—particularly the sandwich generation—lack an affordable, reliable alternative to clinical home health for regular social connection, meal help, and light in-home assistance. Existing services either focus on medical care or deliver sporadic, informal check-ins; none consistently provide scheduled, relationship-based companionship plus transparent family reporting.

One-liner: Seniors living alone face measurable health decline and families lack an affordable, reliable non-clinical in-home support option.

Solution

Many local seniors face severe loneliness and need help with daily tasks while families often cannot provide consistent non-medical support. We offer high-touch, relationship-driven companionship in Austin, Texas: engaging conversation, event and appointment accompaniment, light housekeeping, and local errands, sold in tiered packages so families get predictable pricing and clear client choice. One line: we restore social connection and daily function without medical care.

Key operational facts: we hire and vet staff with background checks and reference verification; we emphasize consistent personal matches to reduce turnover; we package services from occasional visits to daily assistance for clear billing and utilization; operational excellence and vetted staff support safety, reliability, and a targeted 47.06 percent Return on Equity.

Mission Statement

We enrich the lives of seniors through meaningful companionship and personalized support, giving families confidence and peace of mind by enabling older adults to age independently and happily at home. We combine reliable, transparent non-medical care with innovative technology to foster genuine human connections and set the gold standard for empathy and accountability. We pursue sustainable financial growth while never compromising the quality of the human connection.

Key Success Factors

Critical milestones and operational levers that must hold for the plan to succeed.

• Proprietary matching algorithm implemented to maintain high client–companion compatibility.
• June 2026 breakeven achieved through disciplined marketing and sales execution.
• Scale to 90 FTEs by 2030 while preserving rigorous vetting and onboarding standards.
• Reduce Customer Acquisition Cost to $220 via brand building and referral partnerships.
• Deliver 47.06% Return on Equity by optimizing the subscription-based revenue model.

Financial Summary

Brief financial snapshot: Year‑1 profitability starts at $334,000 EBITDA with rapid scale to Year‑5.

Financial requirements: initial CAPEX $120,000, minimum cash required $734,000 (Jun‑26), marketing budget scales from $120,000 (2026) to $1,000,000 (2030); expected payback 11 months; IRR 18% and ROE 47.06%.

Overall outlook: profitable from Year‑1 with fast payback and strong investor returns.

Funding Requirements

We require $1,696,500 to launch through breakeven (June 2026), targeting an 18 percent IRR, Year 1 EBITDA of $334,000 and a Year 5 EBITDA of $22,810,000; pricing tiers run $595–$1,495/month, marketing scales $120,000 to $1,000,000, and payback on initial capital is 11 months.