What are 'National Accounts' in the context of a Caring Transitions franchise?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
tions in a franchise territory granted to another franchisee of the System. A "National Account" means a special customer (which may be, but is not limited to, a national or regional customer, other large business, or government agency) designated as such by Franchisor from time-to-time in its business judgment. A National Account will typically (though not necessarily) be a customer whose offices, stores, plants, buildings, or other facilities are not confined to the territory of a single Caring Transitions Franchise. Franchisor retains the sole and 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 franchisee of the System, in Franchisor's sole and absolute discretion. All disputes between franchisees of the System relating to National Accounts will be resolved by Franchisor, whose decision will be final and binding upon all parties.
- 1.5 Shared Referral Sources. The rights granted to Franchisee by this agreement do not include the exclusive right to solicit referrals from and promote services to Shared Referral Sources, and Shared Referral Sources are hereby specifically excluded from Franchisor's territorial restrictions in Section 1.3 above. Franchisee acknowledges that other franchisees of the System may solicit referrals from and promote their services to Shared Referral Sources located in Franchisee's Territory. Likewise, Franchisee may solicit referrals from and promote its services to Shared Referral Sources located in a franchise territory licensed to another franchisee of the System.
Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, a "National Account" is defined as a special customer designated by the Franchisor. These customers can include national or regional entities, large businesses, or government agencies. The designation of a customer as a National Account is made at the Franchisor's discretion.
Caring Transitions franchisees should note that the rights granted to them in their franchise agreement do not include the exclusive right to offer services to National Accounts. These accounts are specifically excluded from territorial restrictions, meaning other franchisees may also serve them within a franchisee's territory. While a franchisee can provide services to National Accounts within another franchisee's territory, they must first obtain written consent from Caring Transitions.
The Franchisor retains the exclusive right to identify, service, and award the right to service National Accounts to any franchisee within the Caring Transitions system. Any disputes arising between franchisees regarding National Accounts will be resolved by the Franchisor, and their decision will be final and binding. National Accounts typically have facilities that extend beyond a single franchise territory, though this is not a strict requirement.