What is the nature of the other materials provided by Caring Transitions?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
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Before you open your business, we will:
(1) Approve or disapprove the boundaries that you submit for your franchise territory. Your territory must be a single, undivided geographic area delineated by postal code(s). If the Postal Service alters the boundary or number of the postal code(s) assigned to you, we will re-define the boundaries of your territory to correspond as nearly as possible to your original territory. Our decision on this matter will be final.
(2) Provide written specifications and a list of suppliers for all equipment, products, services, and supplies necessary to operate your franchise. (Franchise Agreement § 6.1). You may purchase certain marketing and promotional materials from the Caring Transitions national branding fund. See Item 8 for a more detailed explanation of the requirements for purchasing equipment and supplies.
(3) Provide you with access (via our intranet Web site) to a number of digital advertisements, layouts and images for use in various media, and a set of templates for business cards and stationery. (Franchise Agreement § 6.1).
(4) Make available to you one copy of our operations manual, which contains mandatory and suggested specifications, standards, and procedures. (Franchise Agreement § 6.1). The manual is confidential and remains our property. You will receive digital access to the manual when you begin the initial training program. We have the right to modify the manual from time to time, but the modification cannot alter your status and rights under the franchise agreement. (Franchise Agreement § 9.3). The total number of pages in the operations manual is 266 (including 84 pages for operations, 81 pages for administration, and 98 pages for marketing and sales). The table of contents of the manual is attached to this disclosure document as Exhibit L.
(5) Provide you with electronic access to the forms you will use to report your sales, order supplies, and otherwise communicate with us. (Franchise Agreement § 6.2).
(6) Provide an initial training program for you and your manager. (Franchise Agreement § 6.1).
During the operation of the franchised business, we will:
- (1) Provide you with assistance via telephone, email, office visits, and Web-based programs to the extent we deem necessary. (Franchise Agreement § 6.1).
- (2) Provide you with such other materials, information and assistance as we may deem necessary. (Franchise Agreement § 6.1).
A "buyer's premium" is a fee paid by winning bidders for items won on our online auction website, www.CTBids.com. The buyer's premium defrays our costs in providing, operating, and maintaining CTBids.com and the franchisee's costs in conducting the auction, but there are no specific restrictions on its use. It is calculated as a percentage of the winning bid. For example, if an auction is won for $50 and the buyer's premium is 18%, the winning bidder will pay a buyer's premium of $9 (that is, 18% of $50). From the buyer's premium, (a) we will receive an amount equal to 3% of the winning bid ($1.50 in the above example) during a franchisee's first two years of operation and the franchisee will receive the balance of the buyer's premium ($7.50 in the above example); (b) we will receive 4% of the winning bid during the third year of operation and the franchisee will receive the balance; (c) we will receive 5% of the winning bid during the fourth year of operation and the franchisee will receive the balance; and (d) we will receive 6% of the winning bid during the sixth through tenth years of operation and the franchisee will receive the balance. Note: this is an example only and is not to be construed as a projection or estimate of actual or potential earnings, sales or receipts. We have the right, in our sole discretion, to establish a maximum and minimum buyer's premium. Presently we intend to set a maximum and recommended buyer's premium of 18%. We reserve the right to modify this policy after providing 30 days' notice but the amount of the buyer's premium that we receive will not exceed 6% of the winning bid.
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 gain access to various materials to support their business operations. Before opening, Caring Transitions will provide written specifications and supplier lists for necessary equipment, products, services, and supplies. Franchisees also receive access to digital advertisements, layouts, images for use in various media, and business card and stationery templates via the intranet website.
Caring Transitions also makes available one copy of their operations manual, accessible digitally upon starting the initial training program. This manual contains mandatory and suggested specifications, standards, and procedures, totaling 266 pages, including sections for operations, administration, and marketing and sales. Franchisees also receive electronic access to forms needed to report sales, order supplies, and communicate with the franchisor.
During the operation of the franchise, Caring Transitions may visit the franchisee's office to provide additional operational support, though they are not required to do so. Caring Transitions also maintains a website to promote franchisee services and provide contact information for Caring Transitions locations. Franchisees are required to use a Caring Transitions-provided email address for all electronic communications related to the business. These materials and support systems aim to provide franchisees with the tools necessary to establish and maintain their Caring Transitions franchise.