Under what circumstances can a Caring Transitions franchisee operate their franchised business within another franchisee's territory?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
Except as permitted by Sections 1.4 and 1.5 below, Franchisee may not provide or sell products or services in a franchise territory granted to another franchisee of the System.
With Franchisor's prior written consent, Franchisee may provide products and services to National Accounts at or from locations in a franchise territory granted to another franchisee of the System.
A "National Account" means a special customer (which may be, but is not limited to, a national or regional customer, other large business, or government agency) designated as such by Franchisor from time-to-time in its business judgment.
Except as permitted by section 1.4, 1.5, or 8.6, Franchisee shall not directly or indirectly: (i) engage in advertising, marketing, or promotional activities in, or that are directed or targeted primarily to, the protected territory of another Caring Transitions franchisee; or (ii) conduct in-person assessments, provide Permitted Products and Services, or provide products and services that compete with Permitted Products and Services, in the protected territory of any other Caring Transitions franchisee.
Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, a franchisee generally cannot provide or sell products or services in another franchisee's territory. However, there are exceptions.
First, a Caring Transitions franchisee may provide products and services to National Accounts at or from locations in another franchisee's territory, but only with Caring Transitions' prior written consent. A "National Account" is defined as a special customer designated by Caring Transitions, such as a national or regional customer, large business, or government agency.
Second, a Caring Transitions franchisee can operate in another franchisee's territory as permitted by sections 1.5 or 8.6 of the franchise agreement. Also, franchisees are not allowed to engage in advertising, marketing, or promotional activities directed towards another franchisee's protected territory, nor can they conduct in-person assessments or provide services that compete with another franchisee's offerings in their protected territory, unless permitted by sections 1.4, 1.5, or 8.6.