factual

What is the nature of the initial training program provided by Caring Transitions?

Caring_Transitions Franchise · 2025 FDD

Answer from 2025 FDD Document

After you sign the franchise agreement and pay the initial franchise fee, you will begin our "Onboarding Program." The Onboarding Program is a preliminary training phase that you will engage in at home. During the Onboarding Program, you will receive and read your operations manual, collect information about advertising media in your market, prepare a business plan, form a business entity to operate the franchised business, secure financing (if needed), obtain insurance, establish a bank account, and schedule your training dates. We will provide you with instructions and guidelines for the Onboarding Program and telephone support during this time.

If this is your first Caring Transitions franchise then, before you open your franchised business, we will train up to 2 people to operate the franchise. (Franchise Agreement § 7.1). All of the initial training is conducted at our corporate headquarters in Cincinnati, Ohio, by or under the supervision of our President, Ray Fabik (see Item 2 of this disclosure document for a description of Mr. Fabik's background). Mr. Fabik has overseen the training and support of our franchisees since February 2019. We do not employ a separate staff whose sole function is to train franchisees. Training is conducted by employees with various administrative and operational responsibilities and by thirdparty vendors. We may change trainers at any time. We do not charge an additional fee for the initial training, but you are responsible for paying the costs of travel, lodging, food, and compensation for you and your employees during the training program. The initial training program is mandatory—you, or the person designated as responsible for the general oversight and management of the franchised business, must begin the training program within 90 days after you sign the franchise agreement and complete it to our satisfaction, or we have the right to terminate your franchise without refunding any fees you have paid. Training programs are typically scheduled on a monthly basis subject to demand. At the present time, we do not provide or require you to attend additional training programs after your successful completion of the initial training program other than the on-site training described below, although we have the right to require additional training and to charge you a reasonable fee for it.

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, franchisees participate in an "Onboarding Program" after signing the franchise agreement and paying the initial franchise fee. This preliminary phase is completed at home and involves reading the operations manual, gathering advertising information for their market, creating a business plan, forming a business entity, securing financing and insurance, establishing a bank account, and scheduling training dates. Caring Transitions provides instructions, guidelines, and telephone support during this onboarding period.

For a franchisee's first Caring Transitions franchise, the company trains up to two people to operate the franchise at their corporate headquarters in Cincinnati, Ohio. The training is overseen by the President, Ray Fabik, who has supervised franchisee training and support since February 2019. Training is conducted by employees with administrative and operational roles and by third-party vendors, who may change at any time.

Caring Transitions does not charge an additional fee for the initial training, but franchisees are responsible for covering travel, lodging, food, and compensation costs for themselves and their employees during the program. Attendance is mandatory, and the training program must begin within 90 days of signing the franchise agreement and be completed to Caring Transitions' satisfaction. Failure to comply may result in franchise termination without a refund of fees paid. Training programs are typically scheduled monthly, depending on demand. Currently, Caring Transitions does not require additional training programs after the initial training, except for on-site training, but reserves the right to mandate further training and charge a reasonable fee.

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.