From whom can a Caring Transitions franchisee purchase marketing and promotional materials?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
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Materials Bearing Our Marks. Your marketing and promotional materials, business cards, and business stationery must comply with specifications for content, size, typeface, color, and paper stock. These specifications are contained in the operations manual. You may purchase these items from any approved supplier, which are listed in the operations manual.
You may also purchase certain marketing materials and specialty items bearing our service marks and logo from the Caring Transitions national branding fund. The national branding fund may make these items available to our franchisees through a designated fulfillment company. For a fee, the fulfillment company offers our franchisees web-based procurement services to order marketing and promotional items online. The national branding fund derived $25,782 in revenue from the sale of marketing materials to franchisees at our annual conference in the one-year period ending December 31, 2024, which was used to defray the costs of the merchandise and the conference. Except as disclosed in this Item, neither we nor any of our affiliates will derive revenue from your purchases of marketing materials. See Item 11 of this disclosure document for a more complete explanation of the national bran
Source: Item 8 — RESTRICTIONS ON SOURCES OF PRODUCTS AND SERVICES (FDD pages 19–21)
What This Means (2025 FDD)
According to Caring Transitions's 2025 Franchise Disclosure Document, franchisees have multiple options for purchasing marketing and promotional materials. Franchisees can purchase these materials from any approved supplier listed in the operations manual. These suppliers must meet Caring Transitions' specifications for content, size, typeface, color, and paper stock, ensuring brand consistency.
In addition to approved suppliers, franchisees can also purchase certain marketing materials and specialty items bearing Caring Transitions' service marks and logo from the Caring Transitions national branding fund. The national branding fund may make these items available through a designated fulfillment company, offering web-based procurement services for online ordering.
The national branding fund generated $25,782 in revenue from the sale of marketing materials to franchisees at the annual conference in the one-year period ending December 31, 2024. This revenue was used to offset the costs of the merchandise and the conference. Except for these specific instances, Caring Transitions and its affiliates do not derive revenue from franchisee purchases of marketing materials, as disclosed in Item 8.