Can Caring Transitions designate some services as optional for franchisees in certain markets?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
You are required to offer and sell only those products and services that we have authorized. You are prohibited from offering any other products or services without our approval. You must offer all products and services that we designate as required for all franchisees. The required services are estate and household liquidation and moving management/transition services. We have the right to designate some services as optional for franchisees. For example, a Caring Transitions franchisee may provide moving services with approval from us if they are qualified, meet all legal requirements for doing so, and maintain insurance that provides coverage for such services. We have the unlimited right to add or delete permitted products and services that you are required or permitted to offer. We have the right to designate some services as optional for franchisees or optional for franchisees in certain markets.
Source: Item 16 — RESTRICTIONS ON WHAT THE FRANCHISEE MAY SELL (FDD pages 33–34)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, Caring Transitions has the right to designate some services as optional for franchisees, and can also make services optional for franchisees in certain markets. For example, moving services are currently considered optional. However, if a franchisee chooses to offer optional services, they must be qualified, meet all legal requirements, and maintain appropriate insurance coverage.
Caring Transitions also has the power to add or remove products and services that franchisees are required or permitted to offer. The franchise agreement specifies that franchisees must offer all services that Caring Transitions designates as required for all franchisees. Currently, the required services are estate and household liquidation and moving management/transition services.
This flexibility allows Caring Transitions to tailor service offerings based on local market conditions and franchisee capabilities. However, it also means that a franchisee's service mix could change over time, potentially requiring them to adapt their business operations and marketing efforts. Prospective franchisees should discuss with Caring Transitions the specific services that are currently required or optional in their target market, and how frequently these designations have changed in the past.