CARING SENIOR SERVICE® Franchise Disclosure Document | 2026 Page 21 of 48 month, especially as compared to the commitments made in your quarterly report, due no later than the 15 th day of each month. We reserve the right to revise your quarterly marketing and promotional plans to ensure that minimum required efforts in accordance with our Standards are being exerted. Provided, however, that our revision of your marketing and promotional efforts will not require you to spend amounts exceeding the minimum amount as described above. If you don’t submit the required monthly or quarterly reports, or you don’t substantially implement the plans submitted, approved, and/or revised by us, we may, at our option, conduct marketing and promotional activities in your Territory and you agree to reimburse us for our related costs. We may, for example, send our designee to conduct certain promotional activities such as determining and visiting various referral sources in your Territory. We anticipate the cost for this type of expense to equal $5,000 per month. Grand Opening You must implement our marketing and sales program upon your return from our training program. You must also conduct a grand opening event to promote the opening of your Franchised Business within the first six months after your Franchised Business opens. See Item 7 for the amount you must spend. We must approve the plans for your grand opening event before you conduct it. Initial Local Marketing During your first six months in operation, you must spend at least $5,000 on local marketing efforts we have approved. Any amounts spent on approved local digital or online marketing efforts will be credited towards the $5,000 expenditure amount. Grand opening expenditures, however, will not be credited towards this minimum local marketing expenditure amount. Advisory Council We have formed an advisory council which we call the National Advisory Council (“NAC”). The NAC is made up of both franchisees and our representatives and advises us on matters relating to the System and Caring Senior Service Businesses in general. These matters may include advertising, exploring new methods, or other ways to improve the System and the Caring Senior Service brand. The NAC acts in an advisory capacity only and does not have any final decision-making authority. The franchisee representatives of the council are currently chosen by a vote of franchisees according to the NAC’s Bylaws. We may form, merge, change or dissolve any advisory council at any time. Website / Extranet Websites (as defined below) are considered as “advertising” under the Franchise Agreement, and are subject (among other things) to our review and prior written approval before they may be used (as described above). As used in the Franchise Agreement, the term “Website” means an interactive electronic document contained in a network of computers linked by communications software that you operate or authorize others to operate and that refers to the Business, Proprietary Marks, us, or the System. The term Website includes Internet and World Wide Web home pages. The Franchise Agreement provides that you are not permitted to establish any Website or online or digital presence related to the Proprietary Marks or the System, nor may you offer, promote, or sell any products or services, or make any use of the Marks, through the Internet or through digital or other means without our prior written approval. As a condition to granting any consent, we will have the right to establish any requirement that we deem appropriate, including a requirement that your only presence on the Internet will be through one or more web pages that we establish on our Website. You are strictly prohibited from promoting your Franchised Business or using our Proprietary Marks in any manner on social or networking Websites, such as Facebook, LinkedIn, and X, without our prior written consent. If we consent to any such use, you must adhere to the standards and any specifications we implement, such as granting us administrative rights and agreeing to and complying with any and all social media or Internet usage policies we establish.
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Caring Senior Service
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Live signals
Ordinary royalty terms
5% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Mandated & recommended tech
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CARING SENIOR SERVICE® Franchise Disclosure Document | 2026 Page 21 of 48 month, especially as compared to the commitments made in your quarterly report, due no later than the 15 th day of each month. We reserve the right to revise your quarterly marketing and promotional plans to ensure that minimum required efforts in accordance with our Standards are being exerted. Provided, however, that our revision of your marketing and promotional efforts will not require you to spend amounts exceeding the minimum amount as described above. If you don’t submit the required monthly or quarterly reports, or you don’t substantially implement the plans submitted, approved, and/or revised by us, we may, at our option, conduct marketing and promotional activities in your Territory and you agree to reimburse us for our related costs. We may, for example, send our designee to conduct certain promotional activities such as determining and visiting various referral sources in your Territory. We anticipate the cost for this type of expense to equal $5,000 per month. Grand Opening You must implement our marketing and sales program upon your return from our training program. You must also conduct a grand opening event to promote the opening of your Franchised Business within the first six months after your Franchised Business opens. See Item 7 for the amount you must spend. We must approve the plans for your grand opening event before you conduct it. Initial Local Marketing During your first six months in operation, you must spend at least $5,000 on local marketing efforts we have approved. Any amounts spent on approved local digital or online marketing efforts will be credited towards the $5,000 expenditure amount. Grand opening expenditures, however, will not be credited towards this minimum local marketing expenditure amount. Advisory Council We have formed an advisory council which we call the National Advisory Council (“NAC”). The NAC is made up of both franchisees and our representatives and advises us on matters relating to the System and Caring Senior Service Businesses in general. These matters may include advertising, exploring new methods, or other ways to improve the System and the Caring Senior Service brand. The NAC acts in an advisory capacity only and does not have any final decision-making authority. The franchisee representatives of the council are currently chosen by a vote of franchisees according to the NAC’s Bylaws. We may form, merge, change or dissolve any advisory council at any time. Website / Extranet Websites (as defined below) are considered as “advertising” under the Franchise Agreement, and are subject (among other things) to our review and prior written approval before they may be used (as described above). As used in the Franchise Agreement, the term “Website” means an interactive electronic document contained in a network of computers linked by communications software that you operate or authorize others to operate and that refers to the Business, Proprietary Marks, us, or the System. The term Website includes Internet and World Wide Web home pages. The Franchise Agreement provides that you are not permitted to establish any Website or online or digital presence related to the Proprietary Marks or the System, nor may you offer, promote, or sell any products or services, or make any use of the Marks, through the Internet or through digital or other means without our prior written approval. As a condition to granting any consent, we will have the right to establish any requirement that we deem appropriate, including a requirement that your only presence on the Internet will be through one or more web pages that we establish on our Website. You are strictly prohibited from promoting your Franchised Business or using our Proprietary Marks in any manner on social or networking Websites, such as Facebook, LinkedIn, and X, without our prior written consent. If we consent to any such use, you must adhere to the standards and any specifications we implement, such as granting us administrative rights and agreeing to and complying with any and all social media or Internet usage policies we establish.
For conversion Franchised Businesses, under the terms of a Conversion Addendum, we will impose a lower Royalty Fee amount and scale up to our standard Royalty Fee, however, as the amount of sales in the prior business impacts the length and type of Royalty Fee scale applicable, the interim Royalty Fee amounts are determined on a case-by-case basis and included in the Conversion Addendum. Technology Fee $1,045 per month Payable This Technology Fee is in exchange for a monthly on the continuing license to use the required second Friday software in connection with your Business, following and also to be used in connection with completion of certain software and technology related the two-week costs we may incur. billing period Currently, the Technology Fee includes the that includes cost for the QuickBooks Online the 1st of the subscription, third party tech support for month. franchisees, office phone systems used by franchisees, franchisee e-fax lines, and franchisees’ license fees for the Microsoft suite of operating software. Payable by EFT. We reserve the right to increase the portion of the fee that is not a pass-through for third party costs, such as QuickBooks Online, by up to 10% per year and change the services offered or provided. The portion of the Technology Fee that is a passthrough of third party costs will change only up to the actual costs charged by the applicable third party software and technology providers.
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 1 explicit no; 11 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 8
Currently, with respect to services used in connection with the operation of your Business, we require that you engage our designated telephone and tablet connection service provider, as well as our designated payroll services provider and bookkeeping services provider.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to the information generated and stored in your computer systems.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We, or our affiliate, may serve as a required product or service provider.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have formed an advisory council which we call the National Advisory Council (“NAC”).
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
A list of the approved suppliers will be provided to you in our Operations Manual and other resources and manuals designated for use with the System, and this list is subject to change during the term of your Franchise Agreement.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We reserve the right to earn revenue from approved suppliers in the form of rebates, commissions or other compensation based on purchases by Caring Senior Service Businesses in the System.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
50Item 8
All of your required purchases represent approximately 20% to 40% of your total purchases in connection with the establishment of your Franchised Business and approximately 50% of your overall purchases in operating the Franchised Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We reserve the right to require you to reimburse our costs related to our evaluation of any proposed new product or supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you want to use any product, material or render any service that does not comply with the standards of the System or is to be purchased from a supplier that has not yet been approved, you must first submit a written request for approval of the proposed product or supplier and obtain our approval of the product or…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
Franchisee’s FA: Article 14 Obligations include payment of amounts owed to us and obligations on other creditors within seven days following the expiration or termination/non- termination; stop using confidential information and renewal materials, return of the Manuals and retention of records; cancellation of…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 6
6. Our GreatCare® Audit is an internal inspection process implemented to ensure that Franchised Businesses are operating in accordance with our Standards and specifications.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 14
We may revise the contents of the Manual, and you must comply with each new or changed standard.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
(1) you have complied with all requirements regarding site selection, leasing of the site and build-out (if necessary) of the Franchised Business, which is required to be located within your Territory;
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
As a condition to granting any consent, we will have the right to establish any requirement that we deem appropriate, including a requirement that your only presence on the Internet will be through one or more web pages that we establish on our Website.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
Initial Local Marketing During your first six months in operation, you must spend at least $5,000 on local marketing efforts we have approved.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
Currently, with respect to services used in connection with the operation of your Business, we require that you engage our designated telephone and tablet connection service provider, as well as our designated payroll services provider and bookkeeping services provider.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
CARING SENIOR SERVICE® Franchise Disclosure Document | 2026 Page 15 of 48 You must purchase all equipment, furniture, computer hardware and software, including our proprietary Tendio™ software for business management, and other products and items, as well as services, used or offered for sale at your Business for…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
7. Except for the conference attendance fee, all fees are uniformly imposed and payable to us, unless otherwise noted, and are payable by electronic funds transfer/automatic debit from your operating account, unless we specify otherwise.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
CARING SENIOR SERVICE® Franchise Disclosure Document | 2026 Page 32 of 48 Each Caring Senior Service® Business will need, at a minimum, an Agency Director, a Care Manager, and a Homecare Consultant.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to the information generated and stored in your computer systems.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
For mandatory training, we may charge a related tuition amount.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
5. We currently conduct an annual franchisee conference and three quarterly training conferences at which we require your attendance.
The filing answers no to 1 question
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
Ordinary royalty terms
Complete royalty terms are not confirmed.
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