Must the Caring Transitions franchisee or the franchisee's Designated Individual attend the training?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
ARTICLE 7
DUTIES OF FRANCHISEE
7.1 Training.
- (a) Franchisee (or, if Franchisee is other than an individual, the Designated Individual) shall complete, to Franchisor's satisfaction, Franchisor's initial training program.
Franchisor shall provide and pay for the instructors, training facilities, and training materials used in the initial training program.
Franchisee shall pay all other expenses incurred by Franchisee and its trainees, including, without limitation, the cost of travel, room, board, wages and payroll taxes.
If Franchisee or the Designated Individual fails to begin the training program within ninety days after the Effective Date of this agreement, then Franchisor may terminate this agreement without refunding any money paid by Franchisee.
- (b) Franchisee acknowledges that the grant of the franchise under this agreement is conditioned upon the successful completion of Franchisor's initial training program by Franchisee (or, if Franchisee is other than an individual, the Designated Individual).
If, during the course of the initial training program or within fifteen days thereafter, Franchisor concludes that such individual has not exhibited the aptitude, abilities, or personal characteristics necessary or desirable to successfully operate the franchised business in accordance with the System Standards, Franchisor may, in its sole discretion and judgment, cancel this agreement and all rights hereunder by giving notice to Franchisee.
Upon the cancellation of this agreement pursuant to this paragraph, Franchisee shall return to Franchisor the Manual and all other materials, information, and other items that Franchisee received from Franchisor, including all copies thereof and notes thereon, and all provisions of this agreement applicable upon, or which are intended to survive, its termination shall apply, except for sections 15.3 and 15.4 relating to post-termination competition and solicitation.
Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, either the franchisee or, if the franchisee is not an individual, the Designated Individual, must complete the initial training program to the Franchisor's satisfaction. The grant of the franchise is conditional upon successful completion of this initial training program.
Caring Transitions is responsible for the costs of the instructors, training facilities, and training materials. However, the franchisee is responsible for all other expenses, including travel, room, board, wages, and payroll taxes for themselves or their Designated Individual. If the franchisee or their Designated Individual fails to begin the training program within 90 days of the franchise agreement's effective date, Caring Transitions may terminate the agreement without refunding any money paid by the franchisee.
During the initial training program, or within 15 days after, Caring Transitions may cancel the agreement if they conclude that the individual has not exhibited the aptitude, abilities, or personal characteristics necessary to successfully operate the franchised business. If the agreement is canceled, the franchisee must return all materials received from Caring Transitions, and certain provisions of the agreement will remain in effect.