factual

Can a Caring Transitions franchisee service National Accounts in another franchisee's territory?

Caring_Transitions Franchise · 2025 FDD

Answer from 2025 FDD Document

The exclusivity of your territory does not extend to customers that we identify as National Accounts. A "National Account" is business, association, or other organization with members, affiliates, policyholders, offices, stores, plants, buildings or other facilities that are not confined to the territory of a single Caring Transitions franchisee. With our prior written consent, you may service National Accounts at or from locations in another franchisee's territory. We have the exclusive right to identify customers or potential customers as National Accounts, to service National Accounts, and to award the right to service National Accounts to any Caring Transitions franchisee, in our sole and absolute discretion.

Source: Item 12 — TERRITORY (FDD pages 29–31)

What This Means (2025 FDD)

According to Caring Transitions's 2025 Franchise Disclosure Document, a franchisee may, with prior written consent from Caring Transitions, service National Accounts at or from locations in another franchisee's territory. A "National Account" is defined as a business, association, or other organization with facilities not confined to a single Caring Transitions franchisee's territory. However, Caring Transitions retains the exclusive right to identify customers or potential customers as National Accounts, to service National Accounts, and to award the right to service National Accounts to any Caring Transitions franchisee, at its sole discretion.

This means that while franchisees are generally restricted from operating in other franchisees' territories, an exception exists for National Accounts. If a franchisee secures written permission from Caring Transitions, they can provide services to these larger, multi-territory clients even if it means operating within another franchisee's designated area. This could create opportunities for franchisees to handle larger projects and potentially increase revenue, but it is contingent on obtaining the franchisor's approval.

It's important to note that Caring Transitions maintains control over National Accounts, including the right to decide which franchisee gets to service them. This could lead to competition among franchisees for these accounts. A prospective franchisee should inquire about the process for obtaining approval to service National Accounts, the criteria Caring Transitions uses to award these accounts, and the potential for competition among franchisees for these opportunities.

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.