QuickBooks
Mandatoryrements include: • Windows® 7 • 8 GB RAM • Storage: 500 GB (HD) or 256 GB (SSD) • Processor: 5th Generation i3 or newer • a Microsoft Office 365 subscription • Adobe® PDF reader • Intuit QuickBooks® O
+13.71% units YoYHQ-led decisions
Caring Transitions
Personal servicesSoftware purchasing at Caring Transitions is controlled at the franchisor level, with a mandated tech stack that includes CTBids.com and Intuit QuickBooks Online. The brand operates 423 franchised units with no company-owned locations, and unit count grew 13.71% year-over-year. For software vendors, this means a single point of sale into a system with an average unit volume of $296,597.83 and a 6.0% royalty.
Live signals
Total units
423
423 franchised
Unit growth YoY
+13.71%
vs prior filing
AUV
$297K
Item 19, 2025
Royalty
6%
of gross sales
Ad fund
2%
national + local
Initial fee
$59K
per unit
Investment range
$76K–$123K
all-in, Item 7
Procurement
Approved supplier
from the filing
Item 19
Claims
unaudited
Mandated & recommended tech
The systems vendors compete with
1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.
LexisNexis
nior Director of Marketing for Aeroseal in Miamisburg, Ohio from April 2021 through May 2023. From October 2020 through April 2021, Mr. Eberly was Senior Director of Marketing for LexisNexis in Miamis
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
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The vendor opportunity at Caring Transitions
Caring Transitions is a personal-services franchise specializing in senior relocation, downsizing, and estate sales. The brand operates 423 franchised units with no company-owned locations on file, and the most recent FDD (2026) reports a 13.71% year-over-year unit growth rate. Average unit volume sits at $296,597.83, with a 6.0% royalty. For software vendors, the addressable market is 423 locations, all franchised, with a single HQ buying center in Ohio. The operator footprint shows 29 mapped operators, all single-unit, spread across states including Colorado (4 units), Ohio (4), Florida (3), Iowa (3), and Georgia (2). No multi-unit operators appear in the data, meaning every location is independently owned but subject to the same franchisor mandates.
Who controls software purchasing
Software purchasing authority rests with the franchisor. The FDD Item 1 lists five executives: Ray Fabik (Chief Executive Officer, Director), Joe Lewandowski (President), James Stapleton (Vice President of Franchise Development), Sherrie Henderson (Vice President of Operations), and Peter Eberly (Vice President of Brand Development). Operations and brand development leadership are the most likely stakeholders for operational and customer-facing technology decisions. Because all 423 units are franchised and no multi-unit operators exist, franchisees are unlikely to have independent procurement power for core systems. Vendors should engage the VP of Operations or VP of Brand Development for initial conversations.
Mandated and current tech stack
The 2026 FDD mandates four named systems. CTBids.com serves as the online auction and estate-sale platform. Seller.CTBIDS.com and the Seller NG Mobile App extend that platform for franchisee use. On the financial side, Intuit QuickBooks Online (listed as QuickBooks by Intuit Inc.) is mandated for accounting. No POS, CRM, or workforce management systems are named in the available data. The tech landscape is therefore centered on auction operations and financial management, leaving potential gaps in areas like scheduling, client relationship management, and marketing automation.
Procurement, renewals, and timing
Item 8 of the FDD, which typically describes procurement restrictions and designated suppliers, was not extracted in the available data. The procurement model—whether designated supplier, approved supplier, or open—is therefore not publicly disclosed in the most recent filing. Similarly, Item 17 renewal terms and the initial franchise term length are not on file. Without term or renewal data, contract cycle timing cannot be estimated. Vendors should request this information directly from the franchisor during discovery.
How to read the Caring Transitions FDD
The 2026 Franchise Disclosure Document is the authoritative source for vendor due diligence. It contains the mandated tech stack, executive roster, unit counts, and financial performance representations. The embedded PDF viewer below provides full access. Key sections for software vendors include Item 1 (executives), Item 11 (franchisor assistance and mandated systems), and Item 19 (financial performance). If you need a ranked target list of franchise brands aligned with your software category, FranCloud can help.
Questions vendors ask
Caring Transitions, answered from the filing
The FDD lists Ray Fabik (CEO), Joe Lewandowski (President), James Stapleton (VP Franchise Development), Sherrie Henderson (VP Operations), and Peter Eberly (VP Brand Development) as key executives. Operations and brand leadership likely drive tech decisions.
The 2026 FDD mandates CTBids.com, Seller.CTBIDS.com, Seller NG Mobile App, and Intuit QuickBooks Online (QuickBooks by Intuit Inc.) for franchisees.
There are 423 franchised units. No company-owned units are disclosed. Top states include Colorado (4), Ohio (4), Florida (3), Iowa (3), and Georgia (2).
The FDD does not include an Item 8 procurement extract, so the designated or approved supplier model is not publicly disclosed in the most recent filing.
The initial term length and Item 17 renewal signals are not disclosed in the 2026 FDD, so contract windows cannot be estimated from the available data.
The FDD is filed with state franchise regulators in 2026. You can view the embedded PDF viewer below to read the full document.
Source
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FDD alert
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Operator footprint
Who runs the locations
29 operators run 29 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit29
Top states by locations
| CO | 4 |
|---|---|
| OH | 4 |
| FL | 3 |
| IA | 3 |
| GA | 2 |
Related Personal services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.