For Brightstar Care, where are the initial training programs held?

As of the issuance date of this Disclosure Document, the BrightStar Care training program, known as Boot Camp, has four (4) training tracks: (1) New Owner track, (2) Sales track, (3) Clinical track, and (4) Operations track. All tracks include both on-line components and instructor-led classroom-based sessions held in a location in Lake County, Illinois.

New Owner Track Overview

The New Owner Training track is designed to incrementally build your (as a new franchise owner) knowledge and skill around the BrightStar Care operations, sales, and clinical business processes and compliance. These sessions are intended to supplement weekly support calls with assigned Start Team coaches. This track may include two or three, 3 to 4-day sessions (no more than 12 days total) and is held at our headquarters or a nearby training/conference center. Between your training sessions, you may also spend up to a week in the office of an owner. We may approve a virtual participation under certain circumstances or for certain aspects of the week's visit. This program is designed to help you gain an applied understanding of the role of an owner by participating in an Agency's most critical processes, as well as spending time with the established owner to understand her or his keys to success. You and your Key Positions must complete all required training within 180 days after signing the Franchise Agreement and prior to Opening. If you acquire your Agency via a resale, you are required to attend two 3 to 4-day sessions (up to 8 days) of training prior to the hard close date (final transfer of assets). You also may spend up to a week in the office of an owner after signing the Franchise Agreement and before the transfer's effective date. We may approve a virtual participation under certain circumstances or for certain aspects of the week's visit. You must complete any remaining required training within 90 days after final transfer of assets. We reserve the right to offer training through a virtual environment and/or an e-learning platform.

Sales, Clinical, and Operations Track Overview

The Sales, Clinical, and Operations training tracks are designed specifically for the 3 key roles in the business: (1) Salesperson, (2) Director of Nursing ("DON"), and (3) Branch Manager/Director of Operations (if role not assumed by you). (As noted earlier in this Disclosure Document, if you acquire a franchise for a "Small" territory, you (or your owner) is permitted to hold 2 of the 3 (but not all 3) Key Positions.) Specifically, the Sales track focuses on the marketing and selling process and increasing skill through interactive role-play. The Clinical track focuses on the clinical administrative, regulatory, and compliance aspects of operating the business, as well as understanding the BrightStar Care clinical programs. The Operations track has a focus on the day-to-day administration of the Agency, including training on business processes and supporting information technology. These 3 key staff are required to attend and successfully complete their respective 3 to 4-day training track sessions within 180 days after signing the Franchise Agreement, or within 90 days if the new hire is a replacement. You may also be required to spend up to a week in the office of an owner within 180 days after signing the Franchise Agreement and prior to Opening. We reserve the right to offer training through a virtual environment and/or an elearning platform.

Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS, AND TRAINING (FDD pages 47–67)