What is a 'National Account' in the context of a Caring Transitions franchise territory?
Caring_Transitions Franchise · 2025 FDDAnswer 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 "National Account" is defined as a business, association, or other organization with facilities not confined to a single Caring Transitions franchisee's territory. These facilities can include members, affiliates, policyholders, offices, stores, plants, or buildings.
Caring Transitions retains the exclusive right to identify customers or potential customers as National Accounts, to service these accounts, and to award the right to service them to any Caring Transitions franchisee. This means that while a franchisee may have an exclusive territory, that exclusivity does not extend to National Accounts. However, with prior written consent from Caring Transitions, a franchisee may service National Accounts at or from locations within another franchisee's territory.
This aspect of the franchise agreement is important for prospective franchisees to understand, as it clarifies the boundaries of their exclusive territory. While franchisees are granted a protected territory, the existence of National Accounts means that Caring Transitions can work with larger organizations that may span multiple territories, potentially impacting the revenue a franchisee might expect to generate within their defined area. Franchisees should inquire about the process for obtaining consent to service National Accounts in other territories and the criteria Caring Transitions uses to award these accounts.