factual

What is the nature of the other assistance Caring Transitions may provide?

Caring_Transitions Franchise · 2025 FDD

Answer from 2025 FDD Document

g, are your responsibility.

Office Visits. Although not required to do so by the franchise agreement, we may, in our discretion, visit your office from time to time in order to provide additional operational support. Presently we do not charge you a fee for such office visits, but we reserve the right to require you to reimburse us for the cost of our travel to your office and for related expenses. (Franchise Agreement § 7.19).

Web Site. Although we are not required to do so by the franchise agreement, we maintain a Web site to promote our franchisees' services and the sale of our franchises and to provide contact information for Caring Transitions locations. (Franchise Agreement § 11.9). We may include your franchise contact information on a separate page on our Web site paid for by the national branding fund and on which you would be required to keep your contact information current at all times. We also may provide you with a Web site that we may require you to use in connection with the franchised business; we would retain ownership of any such Web site and would reserve the right to modify, revise, or cancel the Web site at any time. You may not establish your own Web site, Web page, blog, advertisement, or link on or to the Internet (including social networking Web sites or services such as Facebook, Twitter, etc.) or other similar services using our trademarks or otherwise in connection with the franchised business, without our prior written consent. We will provide you with an e-mail address containing our domain name, which you are required to use for all electronic communications with us and for the franchised business.

Telephone Lines. You must have a telephone line for incoming calls from clients that must be answered by a live person or go to a central call center. The central call center line must be provided by a vendor that we have approved. You may use only this central call center number in your advertising, stationery, and business cards. All calls to the central call center will be answered by a live person and, if appropriate, will be re-routed to a second, local telephone line that you must maintain. We will not receive revenue of any nature from your use of the central call center. You will use this local line for outgoing calls. You may procure the local telephone number from any telephone service provider.

National Branding Fund. We, in our discretion, make certain marketing materials and promotional services available to you through a national branding fund (the "National Branding Fund"). (Franchise Agreement § 11.3). Some of the services may include a periodic publication for your customers, the development of new marketing programs, and contests for services or promotional items.

Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING (FDD pages 22–29)

What This Means (2025 FDD)

According to Caring Transitions' 2025 Franchise Disclosure Document, the company offers several forms of assistance to franchisees beyond the standard training and operational support. Caring Transitions may visit a franchisee's office to provide additional operational support, though they are not required to do so. While currently these visits are without charge, Caring Transitions reserves the right to charge franchisees for travel and related expenses in the future.

Caring Transitions maintains a website to promote franchisee services and provide contact information for Caring Transitions locations. Franchisees may have their contact information listed on a separate page funded by the national branding fund, and they must keep this information current. Caring Transitions may also provide franchisees with a website, retaining ownership and the right to modify or cancel it at any time. Franchisees are required to use a Caring Transitions-provided email address for all electronic communications related to the business.

Caring Transitions also provides marketing assistance through a national branding fund, which franchisees contribute to via a fee of 2% of monthly Gross Receipts or $350.00 per month, whichever is greater. This fund is used for marketing materials, promotional services, and advertising. Additionally, Caring Transitions may establish advertising cooperatives in certain geographical areas, requiring franchisees within those areas to join and contribute, with contributions not exceeding 3% of Gross Receipts unless a majority of members agree otherwise.

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.