Easy Senior Move
Helping families navigate one of the most overwhelming seasons of life — with clarity, compassion, and a clear path forward.
easyseniormove.com | Houston, Texas
The Problem
A Life in Transition — With No One Coordinating the Whole Picture
A major life transition is already underway before anyone picks up the phone. For the senior, it may mean leaving a home of decades. For the family walking alongside them, it means stepping into a coordination role they never trained for — often while grieving, working full-time, and managing their own lives from across town or across the country.
No Integrated Support
Care placement agencies handle only facilities. Realtors handle only property. Estate attorneys handle only legal matters. Each provider sees one piece — nobody sees the whole person or the whole family.
Decisions Without Dignity
When the process is fragmented and rushed, the senior's preferences and voice get lost in the logistics. Families are left making consequential decisions under pressure, without the information or support they need.
A Moment That Deserves Better
This season of life — however it arrives — is one of the most significant a family will ever navigate together. It deserves more than a list of phone numbers and a wish of good luck.
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The Solution
One Trusted Advisor. A Vetted Network.
A Clear Plan.
Easy Senior Move acts as a centralized coordination hub for seniors in transition and the families who love them. We provide structured, compassionate guidance that honors the wishes and agency of the individual at the center of the transition — while giving families the clarity and support they need to make good decisions together.
What We Do
- In-person advisory consultations that include the senior — because their voice belongs in the room
- Personalized written action plans reflecting senior preferences and practical next steps
- Warm referrals to pre-vetted partners: senior living, estate attorneys, home health, real estate agents, and more
- Real estate strategy and disposition support when property is involved
- Biweekly follow-up to ensure partners are delivering and families stay informed
Why It Works
Most services in this space treat the transition as a logistics problem. We treat it as a human moment that deserves both structure and care.
Easy Senior Move is the only model in Houston that coordinates care placement, real estate strategy, estate services, and partner accountability under one roof — with the senior's dignity and the family's peace of mind at the center of everything we do.
Everyone is seen. Everything is coordinated. Nothing gets dropped.
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Who We Serve
The Person in Transition — and Everyone Walking Alongside Them
Easy Senior Move serves the whole family unit — starting with the senior at the center of the transition.
The Senior
A person navigating one of the most significant chapters of their life — moving from a longtime home, adjusting to a health change, or planning for their future. They have preferences, wishes, and a lifetime of context that deserve to be heard and honored, not processed around. Every consultation is designed to include them whenever possible — because good decisions are made with people, not for them.
Their Family
Adult children, spouses, and caregivers doing their best to support someone they love — often while balancing jobs, their own families, and the emotional weight of watching a parent enter a new season of life. They are juggling caregiving alongside full-time responsibilities, making consequential decisions without a roadmap, managing family dynamics and sometimes geographic distance, and unsure who to trust among the many providers available.
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Market Opportunity
The Demand Is Already Here — and Growing Fast
The aging of the Baby Boomer generation is creating sustained, structural demand for services that help families navigate senior housing transitions, care placement, estate coordination, and property disposition. This isn't a trend — it's a demographic reality that will define the next two decades.
58M
Americans 65+
As of 2022 — projected to reach 82 million by 2050, nearly 23% of the total U.S. population. Source: Population Reference Bureau, 2023
70%
Will Need Long-Term Care
Of Americans turning 65, the majority will need some form of long-term care in their lifetime. Source: U.S. Dept. of Health & Human Services, 2022
$44B+
Assisted Living Market
Estimated U.S. assisted living market size in 2024, with strong projected growth through 2033. Source: Grand View Research, 2024
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Market Opportunity
Why Houston — and Why Now
Houston isn't just a large market. It's structurally aligned with exactly what Easy Senior Move does.
Growing Senior Population
Greater Houston MSA: 7.3M+ residents. Texas 65+ population grew over 40% between 2010 and 2022, outpacing national averages. Harris County has hundreds of thousands of residents 65+ and a rapidly expanding 75+ population.
High-Activity Real Estate Market
Large volume of owner-occupied senior homes entering transition. Active wholesale and investor buyer community. One of the most active probate and estate-related property markets in the U.S.
World-Class Healthcare Infrastructure
Home to the Texas Medical Center — the largest medical complex in the world. High volume of daily hospital discharge-to-placement scenarios. Natural referral pipeline through case managers and discharge planners.
Fragmented Competitive Landscape
Houston has independent placement advisors, national franchise models, estate attorneys, and probate investors — but no dominant, integrated advisory platform that brings all of these together. That's the gap Easy Senior Move fills.
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Competitive Advantage
No One in Houston Coordinates All of This Under One Accountable System
Some providers offer pieces of what we do — but no provider in Houston (or anywhere) has built a single, systematized advisory platform that coordinates care placement, real estate strategy, estate services, and partner accountability together with documented intake, AI-assisted matching, and a structured follow-up framework. That's not a feature list. It's a fundamentally different model.
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Competitive Landscape
Know the Landscape — Know Why We're Different
A clear-eyed look at who else is serving this market, what they do well, and where the gap is.
A Place for Mom
National Platform
The largest senior care referral platform in the country — 2M+ families served, 14,000+ partner communities. Strong brand recognition and a structured advisor model. The gap: Begins and ends with care facility placement. No real estate strategy, estate coordination, or property disposition. Families with financial complexity are left to figure it out alone.
Relationship: Potential referral partner for placement — not a direct competitor.
Graceful Transitions
Local Houston Operator
Easy Senior Move's most direct local competitor. Offers estate sales, real estate, assisted living tours, and move management — meaningful overlap. The gap: Single-operator, relationship-driven with no documented partner accountability, no SCIT, no AI matching, and no scalable infrastructure. The model depends heavily on one person.
Relationship: Clearest benchmark for differentiation — the argument is about depth, accountability, and scalability.
Caring Transitions
National Franchise
400+ locations nationally. Excels at physical execution — packing, moving, sorting, liquidating — with a genuine CTBids online auction differentiator. The gap: An execution company, not an advisory company. No care placement advisory, real estate strategy, or integrated intake system. Right call once a family knows what they need — not when they're figuring it out.
Relationship: Potential referral partner for clean-out and move execution services.
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How It Works
What the Experience Actually Looks Like
Every consultation follows the same structured, documented process — designed to honor the senior's voice, give the family clarity, and ensure nothing important gets missed.
Every step is repeatable, documented, and platform-supported — so quality is consistent regardless of which advisor conducts the consultation. The senior's stated preferences inform every referral and recommendation from the first conversation onward.
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Inside the Process — Step by Step
1
Intake & Engagement Agreement
We identify all key decision-makers, confirm Power of Attorney if applicable, and execute a one-page advisory agreement disclosing how Easy Senior Move operates and how partners are compensated. Transparency from the very first conversation.
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Structured Discovery Conversation
A real conversation — not a form. We understand the senior's situation, preferences, and wishes: living environment, what matters most, health considerations, estate structure, financial flexibility, urgency, and family dynamics.
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Case Intelligence & AI-Assisted Matching
The consultation is documented through our Structured Case Intelligence Template, producing a risk-coded case summary. The platform then filters our vetted partner network — geography, specialization, soft-skill preferences — and a supervisor approves every match before release.
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Action Plan & Biweekly Follow-Up
Everyone involved receives a written action plan — same business day, every time. We check in biweekly on every active case. Partners are monitored for responsiveness and outcome. No one is left wondering what's happening.
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Technology Platform
The System Behind the Service
Easy Senior Move runs on a proprietary advisory platform that makes the business consistent, scalable, and measurable. It's not just a CRM — it's the infrastructure that allows us to grow without sacrificing quality.
Structured Case Intelligence Template (SCIT)
Our core IP. Transforms an unstructured family conversation into a structured, decision-ready case file — complete with risk flags, urgency scores, service tags, and a revenue pathway indicator. Every advisor uses it. Every case looks the same on the inside.
AI-Assisted Partner Matching Engine
Ingests SCIT data and filters the partner network based on geography, specialization, licensing verification, responsiveness history, and family-specific preferences. Supervisor approval required before any referral is released.
Partner Reporting Portal
Every partner must confirm receipt within 24 hours, log first contact, submit biweekly updates, and report outcomes. Response times and completion rates are tracked automatically. Partners who don't meet standards are removed.
CRM & Revenue Attribution Dashboard
Every case is timestamped and audit-ready. Revenue is tracked by source, partner, and service category. KPI dashboards surface what's working and where to focus — giving leadership real-time visibility.
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Revenue Model
Eight Ways the Business Gets Paid
Easy Senior Move earns revenue across eight diversified channels — each a natural extension of the advisory relationship built with every family. No single channel carries more than 35% of total revenue at scale, creating genuine resilience across market conditions.
Senior Living Placements
Flat placement fee paid by the receiving facility — never the family. ~$22,000/month at scale (10 × $2,200)
Traditional Real Estate Referrals
0.5%–1% referral commission on Houston median home values of $335K–$423K. ~$21,000/month at scale (6 × $3,500)
Wholesale Real Estate Referrals
Bird-dog referral fee from our investor network — no acquisition, no capital at risk. ~$5,000/month at scale (2 × $2,500)
Home Health Agency Referrals
Flat referral fee for qualified new patients from partner agencies. ~$5,400/month at scale (18 × $300)
Elder Law Attorney Referrals
Referral fee for estate, probate, or Medicaid planning introductions. ~$3,150/month at scale (9 × $350)
Veterans Benefits Navigation
18% of Houston seniors are veterans. Referral fee to VA-accredited consultants. ~$1,500/month at scale (5 × $300)
Estate Sale Referrals
Referral fee per booking from partner estate sale companies. ~$2,450/month at scale (7 × $350)
Home Modification Referrals
Aging-in-place modifications referred to licensed contractors. ~$2,400/month at scale (12 × $200)
$62,900
Monthly Revenue at Scale
$754,800
Annualized Revenue at Scale
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Diversified Revenue Lines
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Revenue Model
The Math Behind the Revenue
Easy Senior Move runs on consultation volume. Every family consultation produces referrals across multiple service lines simultaneously — a single conversation can yield a placement fee, a real estate referral, a home health referral, and an elder law referral all from the same case.
The Multiplier Effect
A family consultation typically surfaces multiple simultaneous needs. One family may need a placement referral, have a home to sell, require home health support, and need an elder law attorney for the estate.
That single consultation can generate $5,000–$8,000 in referral revenue across four channels.
This is why consultation volume is the most important operational metric in the business.
Consultation Volume by Phase
Hospital Discharge Pipeline
Houston's Texas Medical Center has 85+ hospitals and 19,300+ beds. Hospital discharge planners are a direct, high-conversion referral source — converting at 40–50%. Easy Senior Move will establish relationships with 3–5 key hospital accounts by month 4.
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Cost Structure
Built to Grow Without Overspending
Easy Senior Move stages its cost structure deliberately — keeping overhead purposeful in the early months while the pipeline builds, then activating roles as revenue supports them. Every hiring decision has a defined trigger, not an arbitrary timeline.
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Phase 1: Launch
Months 1–3
Full advisory team from day one. CEO manages partnerships. VP Partnerships deferred.
$14,243/month
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Phase 2: Acceleration
Months 4–6
CEO salary restored. Advisors scale to 30 consults each. Admin assistant activated.
$20,093/month
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Phase 3: Scaling
Months 7–12
VP Partnerships activated. Advisors scale to ~33 consults each.
$23,203/month
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Phase 4+: Optimized
Months 13+
Ops Director transitions to profit share — base drops to $2,300. All VPs on profit share.
$21,337/month
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Path to Profitability
Growth Is Measured, Not Assumed
All revenue figures are grounded in verified Houston market data: Texas flat placement fee law, Houston median home prices, actual hospital discharge volumes, and market-standard referral fees across all eight service lines.
Revenue Mix at Stabilized Scale
At Stabilized Scale (Month 19–24)
The Operations Director's transition to profit share at Month 13 reduces ops cost by $1,866/month — improving net profit and accelerating returns for all participants simultaneously.
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Profit Distribution
How the Business Shares Its Success
Every month, after all operating expenses are paid, net profit is distributed in a fixed, transparent structure. Cash collected by the 20th. Distributions paid on the 1st.
30%
Operating Reserves & Reinvestment
The business retains a healthy reserve to fund growth, cover variation, and reinvest in platform and marketing.
40%
Growth Partner Pool
Shared among GPU investors and active VPs. At optimized scale (Month 13+): 20% GPU investors, 15% VPs + Ops Director profit share, 5% remainder.
30%
Managing Partners
Leadership retains appropriate long-term upside commensurate with the strategic risk and stewardship that built the business.
What This Means at Stabilized Scale ($41,563 Net/Month)
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Investment Terms
The Opportunity: $150,000 Across 6 Growth Participation Units
Easy Senior Move is raising $150,000 to fund the first six months of full operations — full team, technology, marketing, and professional services while revenue builds toward self-sustaining levels.
Investment Terms
Use of Funds (6-Month Budget)
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Investor Returns
What Investors Can Expect — Honestly
GPU distributions begin as soon as the business generates positive net profit — which happens in Month 4 as revenue crosses break-even. From there, distributions grow steadily as each phase of the revenue ramp matures.
Month 4 Trigger
Break-even crossed with full team in place and hospital discharge relationships beginning to convert. Every additional dollar of revenue flows directly into the net profit pool and into distributions.
Structural Profit
Boost at Month 13
The Operations Director's transition to profit share reduces operating costs by $1,866/month — meaning the same revenue produces more net profit, and GPU distributions grow without requiring additional revenue.
Upside Scenario
At $80,000/month revenue (through geographic expansion or additional advisors), 2x return arrives approximately 9 months sooner. Every figure here is derived from verified Houston market data and conservative volume assumptions.
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Organizational Structure
A Team Built Around Accountability
Easy Senior Move is organized to grow without creating bottlenecks — and to operate well whether the founder is in the room or not.
Chief Executive Officer
Sets strategy, manages capital, oversees real estate transactions (early phase), and builds relationships that open doors. Operates at the executive level — on the business, not in it.
Operations & Delivery
- Operations Director — the central hub of daily execution
- Case Coordination & Quality Control Manager
- Family Transition Advisors (3+ at scale)
- Technology & Systems Manager
Growth & Partnerships
- Fractional VP Marketing
- VP Partnerships
- Real Estate Strategy Lead (formalized at scale)
- Community Ambassadors
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Hiring Plan
The Right People at the Right Time
Easy Senior Move launches with its full advisory and marketing leadership in place from day one. The one deliberate deferral — VP Partnerships — is covered by the CEO and Operations Director for up to the first year, preserving margin until revenue clearly supports the additional role.
Phase 1: Launch (Months 1–3)
CEO + Operations Director (W-2) + VP Marketing (fractional) + 3 Contract Advisors (~15 consults each/month). CEO on reduced draw. Monthly ops: $14,243 | Planned deficit covered by capital
Phase 2: Revenue Acceleration (Months 4–6)
CEO salary restored. Admin/Marketing Assistant activated. Advisors scale to 30 consults each/month. CEO and Ops Director continue managing partnerships. Monthly ops: $20,093 | Break-even crossed
Phase 3: Scale (Months 7–12)
VP Partnerships activated when margins support it (target: Month 7–9). Advisors scale to ~33 consults each/month. Monthly ops: $23,203 | Revenue: $39,650+
Phase 4+: Optimized (Months 13+)
Operations Director transitions to profit share. All three VPs now participating in profit share pool. CEO fully in executive oversight role. Monthly ops: $21,337 | Revenue: $52,350 → $62,900+
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Growth Roadmap
A Clear, Phased Path to $754,800/Year
1
Phase 1: Lean Launch
Months 1–3
3 advisors, ~45 consultations/month. CEO leads partnerships and hospital outreach. Build partner network across all 8 revenue lines. Community networking begins.
Revenue: ~$11,600/month
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Phase 2: Revenue Acceleration
Months 4–12
Full team activated. Advisors scale to 30+ consults each. Hospital discharge relationships begin converting. First wholesale real estate referral by months 7–8. All 8 revenue lines producing.
Revenue: $25,950 → $39,650/month
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Phase 3: Stabilized Scale
Months 13–24
~99 consultations/month. Mature hospital referral network driving 6–7 placements/month. Geographic expansion planning: The Woodlands, Sugar Land, Katy, Pearland.
Revenue: $52,350 → $62,900/month
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Marketing Strategy
How We Fill the Calendar
Getting to 100 consultations/month requires showing up in three places at once — online, in the community, and inside the professional networks where families get referred.
Digital Acquisition
Google Search and Meta ads reach caregivers actively looking for answers — at the moment of need, when they're searching for "senior care Houston" or "what to do with mom's house." Budget: $2,000/month baseline, scaling with proven ROI.
Community Presence
Health fairs, senior centers, churches, and pop-up advisory events build trust the way it's earned in this industry — in person, over time. Community Ambassadors represent Easy Senior Move in the neighborhoods where our clients live.
Professional Referral Network
Hospital discharge planners, social workers, post-acute coordinators, home health agencies, and faith-based organizations are the highest-quality referral sources in this market. These relationships take time to build and become increasingly valuable as reputation grows.
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Risk Analysis
We've Thought About What Could Go Wrong
Every business carries risk. What separates a strong plan from a wishful one is having honest, specific answers to the hard questions.
Lead Flow Risk
If consultation volume comes in slower than projected, revenue ramps more slowly. We mitigate this with multi-channel lead generation, monthly KPI tracking, and budget flexibility to increase ad spend as conversion data matures.
Real Estate Market Volatility
A downturn could reduce property transaction volume and wholesale deal flow. Revenue mix is diversified — placement fees and ancillary referrals continue regardless of real estate conditions. We focus on probate and distressed properties, which are less sensitive to market cycles.
Partner Quality Risk
A bad referral partner harms a family and damages our reputation. Our Partner Reporting Portal enforces 24-hour acknowledgment, biweekly updates, and outcome reporting. A strike-based system removes underperforming partners. Quality is measurable and enforced — not assumed.
Regulatory & Compliance Risk
Recording, referral fees, and commission sharing carry legal considerations. Every consultation begins with a signed advisory agreement, explicit recording consent, and referral compensation disclosure. We operate in full compliance with Texas real estate commission-sharing rules (TX Occ. Code §102.007).
Founder Dependency Risk
If the business depends entirely on the founder, it can't scale — and it can't be sold. The SCIT ensures every advisor delivers the same quality. SOPs document every process. The platform automates matching and reporting. The org structure is designed to make the founder's transition to executive oversight natural.
Early Cash Flow Risk
Revenue could come in slower than projected in months 1–4. The 6-month capital runway accounts for this. Break-even is targeted at month 4, giving the business room to ramp without panic. The variable-cost advisor model means service capacity scales with revenue, not ahead of it.
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The Ask
Ready to Grow With Us?
Easy Senior Move is raising $150,000 to launch and scale — and we're looking for six people who want to participate directly in what we're building. Six units. Six partners. One shared direction.