Who must be one of the individuals attending the Caring Transitions training?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
IONS, or CT in any order, any variation thereof, or any of the other Marks.
(b) If Franchisee is not a limited liability business entity when it signs this agreement, then within 90 days after signing this agreement, Franchisee shall transfer all of its interest in the Franchised Business and all of its rights and obligations under this agreement to a limited liability business entity, comply with all of the requirements in subparagraph 7.10(a), and comply with the following additional requirements:
- (1) The individual(s) who executed this agreement as Franchisee shall beneficially own a controlling interest in the limited liability business entity and shall not diminish his/her/their ownership Interest therein, except as may be required by law.
- (2) One of the individuals who executed this agreement as Franchisee shall act as the principal executive (or manager) and operating officer of the limited liability business entity.
- (3) Franchisee shall reimburse Franchisor for actual legal costs incurred by Franchisor in approving and effecting the transfer to the limited liability business entity.
(c) At all times while this agreement is in effect:
- (1) The limited liability business entity shall not operate any other business or engage in any other business activities except the operation of one or more Caring Transitions Franchises.
Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, if the franchisee is not a limited liability business entity when signing the agreement, but later transfers the franchise to one, then one of the individuals who initially signed the agreement as the franchisee must act as the principal executive (or manager) and operating officer of the limited liability business entity. This individual would likely be required to attend training.
Furthermore, if a franchisee transfers their franchise to a new franchisee, the transferee franchisee or its manager must complete the initial training program then in effect for franchisees. This ensures that the new owner or manager is properly trained in the Caring Transitions system.
Caring Transitions also retains the right to require that the franchisee or its designated individual attend refresher courses, seminars, and other training programs periodically. The franchisee is responsible for covering all expenses associated with these training programs, including travel, room, board, wages, and any training fees charged by Caring Transitions. This ongoing training helps maintain uniform operating standards and protect the brand's reputation.