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Under what circumstances might Caring Senior Service offer financing to franchisees?

Caring_Senior_Service Franchise · 2025 FDD

Answer from 2025 FDD Document

If you are an existing Caring Senior Service System franchisee, or an employee of a Caring Senior Service business, we may offer you financing for a portion of your initial franchise fee, up to a maximum of 50% of the total initial franchise fee which would be due to us. As a condition of such financing we may require that you meet certain minimum standards, including that you have achieved GreatCare® Master certification.

If you obtain financing through us, you will have to execute the Promissory Note (Exhibit I to this Disclosure Document) and its related Guaranty of Payment (Attachment A to Exhibit I). The security that we require in exchange for offering this financing to you is the execution of the Guaranty of Payment by each of your Owners, as defined below.

Obligation Section in Agreement Item in Disclosure Document
(j) Warranty and customer service Article 19 Item 16
requirements
(k) Territorial development and sales Section 9.3 Item 12
quotas
(l) On-going product/ service purchases Section 9.1 Item 8
(m) Maintenance, appearance and Sections 2.2, 4.4, 9.1 and 9.2 Item 6
remodeling requirements
(n) Insurance Article 12 Items 7 and 8
(o) Advertising Sections 6.1, 6.2, 6.3, 6.4, 6.5 Items 6, 7 and
and 6.7 11
(p) Indemnification Section 20.4 Item 6
(q) Owner’s participation/ m

Source: Item 10 — FINANCING (FDD pages 24–25)

What This Means (2025 FDD)

According to Caring Senior Service's 2025 Franchise Disclosure Document, financing may be available to existing franchisees or employees of a Caring Senior Service business. This financing is limited to a maximum of 50% of the total initial franchise fee that is due to Caring Senior Service. To qualify for this financing, franchisees may need to meet certain minimum standards, such as achieving GreatCare® Master certification.

If Caring Senior Service provides financing, the franchisee will be required to execute a Promissory Note and a related Guaranty of Payment. The security for this financing is the execution of the Guaranty of Payment by each of the franchisee's Owners.

Caring Senior Service does not typically assign or discount notes, contracts, or other instruments to third parties. However, they reserve the right to do so in the future if they determine it is advisable or in their best interest. Except for the specific financing described for existing franchisees or employees, Caring Senior Service does not offer direct or indirect financing and does not guarantee any notes, leases, or obligations of the franchisee.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.