What is the nature of the other assistance provided by Caring Transitions?
Caring_Transitions Franchise · 2025 FDDAnswer 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").
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 franchisor provides several forms of assistance to franchisees. Caring Transitions may visit a franchisee's office to provide operational support, though they are not required to do so. Currently, these visits are free, but 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 franchise sales, including franchisee contact information. Franchisees may also receive a Caring Transitions-owned website, which the franchisor can modify or cancel at any time. Franchisees must use a Caring Transitions-provided email address for all business communications and cannot create their own websites or social media using Caring Transitions' trademarks without prior written consent.
Caring Transitions also offers a referral fee program. Franchisees who refer someone who purchases a franchise will receive $7,500. If a franchisee makes a "self-referral" within 30 days of completing initial training, Caring Transitions will waive the minimum royalty on the franchisee's second territory for six months, in addition to the referral fee. The referral fee increases to $20,000 for the fifth referral within a 12-month period.