Business Description

Ranked “Top 50 New Franchises” by Entrepreneur, 2009, this is a rewarding, home-based business helping Seniors and their families transition from their homes to retirement communities. You’ll work with bank trustees, Realtors®, moving companies and other professionals to help ease relocation. Five days of extensive, on-site training on operating and growing a successful business. With six revenue streams and the Senior population expected to double by 2030, this is the next big wave in Senior Care.

Franchisor Background

Year Established:  2006

Franchising Since:  2006

Operating Units:
Franchised Units:	77	100%
Company-Owned Units:	0	0%
Total Operating Units:	77	100.0%
Minority Representation Units Owned by Minorities: African-American: 3% Asian-American: 0 Hispanic: 0 Native American: 0 Other: 15% Specific Minority   Program(s) in place: Caring Transitions is a proud member of Minority Fran.
Geographic Distribution: U.S.: 77 100% In 30 States Canada: 0 0% In 0 Canadian Provinces International: 0 0% In 0 Foreign Countries   Total: 77 100.0%

North America:
States/Provinces with the largest number of operating units:

Density	Units
1. Florida	7
2. Missouri	7
3. Virginia	7

Registered in Following Registration States: California, Florida, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Rhode Island, South Dakota, Virginia, Washington, Wisconsin

Financial Requirements

Investment:
Minimum Net Worth:	$20K
Cash Investment:	$18.9K
Total Investment:	$38.3-66.6K
Average Total Investment:	$52K
Fees:
Initial Franchise Fee:	$27.9K
Average Franchise Fee:	$25K
On-Going Royalty:	6% or $300
Average Royalty:	6%
Advertising Fee:	$150/month

Average Number of Employees: 1 Full-time, 1 Part-time

Space Needs (in square footage):

Preferred Sites: Home-based

Other Sites:

Encourage Conversions? Not Applicable

Earnings Claims Provided?: Yes

Franchisee Qualifications
Ranked from 1 (unimportant) to 5 (important):
Financial Net Worth:	3
General Business Experience:	3
Specific Industry Experience:	1
Formal Education:	2
Psychological Profile:	3
Personal Interview(s):	4
Terms of Contract
Term of Initial Contract:	10 Year(s)
Term of Renewal Period:	10 Year(s)
Passive Ownership:	Allowed
Area Development Agreements?	No
Sub-Franchising Contracts?	No
Franchisees Allowed to Expand Within Territory?	No
Support and Training
International Franchise Association:	Yes
Canadian Franchise Association:	No
Franchisee Association/Member:	No
Size of Corporate Staff:	50
Site Selection Assistance?	Not Applicable
Lease Negotiation Assistance?	Not Applicable
Financial Assistance?	Yes, Indirect
Marketing Support:
Co-Op Advertising:	Yes
National Advertising:	Yes
Regional Advertising:	No
Local Advertising:	No
Marketing Materials:	Ad Slicks, Brochures, Promotional Items, Site Signs, Trade Show Exhibits
Additional Services:	Grand Opening, In-house Marketing, Newsletter, Online Extranet, Press Releases, Sales Strategies
Other Marketing Support:	None Specified
On-Going Support:
Central Data Processing:	Not Applicable
Central Purchasing:	Not Applicable
Field Operation Evaluation:	Included in Fees
Field Training:	Included in Fees
Initial Store Opening:	Not Applicable
Inventory Control:	Not Applicable
Franchisee Newsletter:	Not Applicable
Regional or National Meetings:	Included in Fees
800 Telephone Hotline:	Included in Fees
Training:
1. Cincinnati, OH	5 Business Days
Expansion Plans
Projected New Units Over Next 12 months: 30 U.S.: Yes, All U.S. Canada: Yes, All Canada Overseas: Yes, All Countries	Request Franchisor Info   Submit an online form to receive information from Caring Transitions.