Who has the right to identify customers as National Accounts for Caring Transitions?

According to Caring Transitions's 2025 Franchise Disclosure Document, Caring Transitions retains the exclusive right to identify customers or potential customers as National Accounts. A National Account is defined as a business, association, or other organization with facilities not confined to a single Caring Transitions franchisee's territory.

This means that while a franchisee is granted an exclusive territory, this exclusivity does not extend to National Accounts. Caring Transitions, in its sole and absolute discretion, can service these National Accounts directly or award the right to service them to any Caring Transitions franchisee. This is an important distinction for prospective franchisees to understand, as it clarifies that some potential clients within their territory may be designated as National Accounts and handled separately by Caring Transitions.

With Caring Transitions's prior written consent, a franchisee may service National Accounts at or from locations in another franchisee's territory. This provision allows for flexibility in serving large, multi-location clients, but it requires explicit approval from Caring Transitions. This ensures that the franchisor maintains control over the servicing of National Accounts and can coordinate services across different franchise territories.

This policy is fairly common in franchising, where franchisors often retain the right to manage national accounts or large clients that operate across multiple territories. This allows the franchisor to maintain consistent service standards and leverage economies of scale when dealing with major clients. Prospective franchisees should inquire about the process for identifying and servicing National Accounts, as well as the potential impact on their revenue and business operations.