factual

What is the 'Designated Individual' in the context of Caring Transitions training?

Caring_Transitions Franchise · 2025 FDD

Answer from 2025 FDD Document

  • 7.14 Designated Individual.

If Franchisee is other than an individual, prior to beginning the initial training program described in Section 7.1, Franchisee shall designate, subject to Franchisor's reasonable approval, an individual (the "Designated Individual") who shall be responsible for general oversight and management of the operations of the franchised business on behalf of Franchisee.

The Designated Individual must attend and successfully complete the initial training program and such other training programs as Franchisor may from time to time require during the term of this agreement.

Franchisee acknowledges and agrees that Franchisor shall have the right to rely upon the Designated Individual to have been given, by Franchisee, decision-making authority and responsibility regarding all aspects of the franchised business.

In the event that the person designated as the Designated Individual dies, becomes incapacitated, leaves Franchisee's employ, transfers his/her interest in Franchisee, or otherwise ceases to supervise the operations of the franchised business, Franchisee shall promptly designate a new Designated Individual, subject to Franchisor's reasonable approval.

Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)

What This Means (2025 FDD)

According to Caring Transitions' 2025 Franchise Disclosure Document, the Designated Individual is a person who takes responsibility for the general oversight and management of the franchised business if the franchisee is not an individual. Prior to beginning the initial training program, the franchisee must designate an individual, subject to Caring Transitions' approval, to be the Designated Individual.

The Designated Individual is required to attend and successfully complete the initial training program, as well as any other training programs that Caring Transitions may require during the term of the agreement. Caring Transitions has the right to rely on the Designated Individual to have decision-making authority and responsibility regarding all aspects of the franchised business.

If the Designated Individual dies, becomes incapacitated, leaves the franchisee's employment, transfers their interest in the franchisee, or otherwise ceases to supervise the operations of the franchised business, the franchisee must promptly designate a new Designated Individual, subject to Caring Transitions' approval. This ensures that there is always a responsible party overseeing the franchise operations who has been trained and approved by Caring Transitions.

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.