Web Site. Although we are not required to do so by the franchise agreement, we maintain a Web site to promote our franchisees’ services and the sale of our franchises and to provide contact information for Caring Transitions locations. (Franchise Agreement § 11.9). We may include your franchise contact information on a separate page on our Web site paid for by the national branding fund and on which you would be required to keep your contact information current at all times. We also may provide you with a Web site that we may require you to use in connection with the franchised business; we would retain ownership of any such Web site and would reserve the right to modify, revise, or cancel the Web site at any time. You may not establish your own Web site, Web page, blog, advertisement, or link on or to the Internet (including social networking Web sites or services such as Facebook, Twitter, etc.) or other similar services using our trademarks or otherwise in connection with the franchised business, without our prior written consent. We will provide you with an e-mail address containing our domain name, which you are required to use for all electronic communications with us and for the franchised business.
From the filings
Caring Transitions
Personal servicesCaring Transitions runs 423 franchised relocation and estate-transition units, up 13.71% year over year, and the 2026 FDD requires a franchisor-specified Computer System plus mandatory data-management reporting software at every location. Item 11's minimum Computer System requirements name Intuit QuickBooks Online as the accounting software, alongside a Microsoft Office 365 subscription and an Adobe PDF reader.
For software vendors selling into US franchise brands.
Live signals
Ordinary royalty terms
6% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
Mr. Eberly has been Vice President of Caring Transitions and its affiliates TruBlue, Fresh Coat, and Pet Wants in Cincinnati, Ohio since August 2023. He served in this capacity for our former affiliate, G.C. Franchising Systems, Inc. in Cincinnati, Ohio from August 2023 through March 2026. Prior to this, he served as Senior 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 Miamisburg, Ohio. Vice President of Marketing: Kyle Kosco Mr. Kosco has been Vice President of Marketing for Caring Transitions in Cincinnati, Ohio since September 2023. He was Chief Operating Officer & Director of Marketing for Legion Logistics in Newport, Kentucky from May 2021 through September 2023. From June 2019 through May 2021, Mr. Kosco was Marketing Director for Sizemore & Company in Cincinnati, Ohio.
Classroom On-the-Job Subject Training Hours Training Hours Location Caring Transitions Business Model (Our 8 0 Cincinnati, Ohio Brand, Solutions, and Services) Technology (Tools, Systems, Platforms) 8 0 Cincinnati, Ohio Financial Management (Pricing, Profitability 5 0 Cincinnati, Ohio and Accounting) Employee Hiring and Management 3 0 Cincinnati, Ohio Marketing & Promotion 3 0 Cincinnati, Ohio Preparation for Business Launch (Business 7 0 Cincinnati, Ohio Planning) Business Plan Presentation 1 0 Cincinnati, Ohio The instructional materials for our training program include the Operations Manual, handouts, and QuickBooks® Software. We reserve the right to extend the hours of the training program, to require additional training, or to require that training be conducted on-line. In addition, within 90 days after completing the Training Program, you are required to attend five days of on-site training at a regional location conducted by an experienced franchise owner. We do not charge you a fee to attend the on- site training, but you are responsible for your own expenses. We reserve the right to make additional training available to you.
Web Site. Although we are not required to do so by the franchise agreement, we maintain a Web site to promote our franchisees’ services and the sale of our franchises and to provide contact information for Caring Transitions locations. (Franchise Agreement § 11.9). We may include your franchise contact information on a separate page on our Web site paid for by the national branding fund and on which you would be required to keep your contact information current at all times. We also may provide you with a Web site that we may require you to use in connection with the franchised business; we would retain ownership of any such Web site and would reserve the right to modify, revise, or cancel the Web site at any time. You may not establish your own Web site, Web page, blog, advertisement, or link on or to the Internet (including social networking Web sites or services such as Facebook, Twitter, etc.) or other similar services using our trademarks or otherwise in connection with the franchised business, without our prior written consent. We will provide you with an e-mail address containing our domain name, which you are required to use for all electronic communications with us and for the franchised business.
Franchisor behaviours
What the franchisor requires
20 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 9 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 11
Intuit QuickBooks® Online (you will use this as your accounting software; the data collected will consist of business accounts, expenses, payroll data, and financial statements)
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 information relating to the franchised business that will be generated and stored in your Computer System via the Internet and accounting applications described above.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Submit to Franchisor, by the 5th day of each month, a Revenue Report in the form prescribed by Franchisor and certified by Franchisee or by the Designated Individual, accurately reflecting all Gross Receipts during the preceding calendar month, together with such other data or information as Franchisor may require.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesFranchise agreement
Franchisor has the right to require Franchisee to purchase all goods and services used in the franchised business solely from suppliers designated by Franchisor, which may include Franchisor or an affiliate.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Without limiting the generality of the foregoing, Franchisor has the right, during the term of this agreement, to require Franchisee to modify, upgrade, update, enhance, and/or replace all or any part of the Communication and Information System at Franchisee’s expense, and Franchisee agrees to acquire (or acquire the…
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
We did not receive any such revenue in calendar year 2025.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
Among other things, we may receive rebates, price adjustments, or discounts on products or services sold to you by approved suppliers.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
Other suppliers may be approved by sending us a written request for approval along with a sample of the supplier’s product.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee acknowledges that, as between Franchisor and Franchisee, Franchisor has the sole right to all telephone numbers and directory listings used in connection with the franchised business, and Franchisee hereby authorizes Franchisor, and appoints Franchisor and any officer designated by Franchisor, as…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
Franchisee shall present its clients with any evaluation forms Franchisor may periodically prescribe and ask them to participate in any surveys conducted by Franchisor on Franchisee’s behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
To provide assistance and guidance with respect to the operation and management of the Franchised Business, enforce brand standards, ensure quality standards and consistency within the System, and ensure that Franchisee is complying with this agreement and the System Standards, Franchisor or Franchisor’s agents have…
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor shall have the right to add to or otherwise modify the Manual from time to time to reflect changes in any of the System Standards, including policies on the Buyer’s Premium, provided that no such addition or modification shall alter the Franchisee’s fundamental status and rights under this agreement.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not establish your own Web site, Web page, blog, advertisement, or link on or to the Internet (including social networking Web sites or services such as Facebook, Twitter, etc.) or other similar services using our trademarks or otherwise in connection with the franchised business, without our prior written…
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
You are required to spend at least $399 a month during your first 12 months of operation on local marketing with a designated supplier and provide us with verification of your expenditure upon request.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If we establish an advertising cooperative in an area, each franchise within the cooperative area must join and contribute to the cooperative each month.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Franchisee shall establish the EDT Account and execute and deliver to Franchisor an authorization for electronic funds transfer for direct debits from the EDT Account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
The franchised business must be directly supervised “on-premises” by a manager who has been approved by us and has successfully completed our training program.
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 information relating to the franchised business that will be generated and stored in your Computer System via the Internet and accounting applications described above.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor may require that Franchisee (or its Designated Individual) attend refresher courses, seminars and other training programs from time to time.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
As of the Effective Date of this Agreement, Franchisee is required to attend national conferences.
The filing answers no to 5 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Is a minimum grand opening advertising spend required?Item 11
- Must equipment be purchased from designated or approved suppliers?Item 8
The vendor opportunity at Caring Transitions Caring Transitions runs 423 franchised relocation and estate-transition units under the 2026 FDD, with no company-owned locations. Franchised outlets grew 13.71% year over year, from 372 to 423.
Who controls software purchasing Ray Fabik is Chief Executive Officer and a director; Joe Lewandowski is President. James Stapleton runs franchise development, Sherrie Henderson runs operations, and Peter Eberly runs brand development. Because the Computer System and reporting-software mandates are set uniformly under Item 11, the purchasing standard runs through HQ.
Tech named in the FDD, and what is actually required The filing requires franchisees to obtain and use a Computer System — hardware, dedicated telephone lines, modems, printers and related peripherals — meeting specifications the franchisor periodically sets, and to upgrade it on contractual demand. It separately requires the use of certain data management reporting software programs, and reserves the right to require proprietary software from the franchisor, an affiliate, or a third party the franchisor designates. Item 11's minimum Computer System requirements name a Microsoft Office 365 subscription, an Adobe PDF reader and Intuit QuickBooks Online, which franchisees use as their accounting software, and a high-speed ISP connection for the franchisee intranet, CTBIDS.com, Seller.CTBIDS.com and the Seller NG Mobile App. Facebook and Twitter are named where the filing restricts social-media use of its marks.
Procurement, renewals, and timing Item 8 runs an approved-supplier list: the operations manual designates approved suppliers for marketing materials, business cards, stationery, the Computer System and insurance, and the franchisee may buy the Computer System from any supplier on that list. Franchisees may propose alternate suppliers for approval. Caring Transitions may collect rebates, price adjustments or discounts from approved suppliers and can pass some of that value back to franchisees pro rata. Item 17 sets a 10-year term with the right to two additional 10-year terms on the then-current franchise agreement; with the franchised base growing 13.71% year over year, new-location technology purchases should track that expansion closely.
How to read the Caring Transitions FDD The embedded viewer below carries Caring Transitions' 2026 Franchise Disclosure Document, including the Computer System and reporting-software language above. Talk to FranCloud for a ranked list of comparable personal-services franchise systems to pitch next.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
Caring Transitions, answered from the filing
Read the filing itself
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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
Top states by locations
| CO | 4 |
|---|---|
| OH | 4 |
| FL | 3 |
| IA | 3 |
| GA | 2 |
Related Personal services brands
Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.