Insurance
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Prior to effective date of policy

Caring Transitions

Table of Content
1. Franchise Snapshot
2. Franchise Overview
3. Performance and Metrics
4. Our Take
5. Additional Resources

1. Franchise Snapshot

Franchise Status
Active
Basic Information
Industry
Healthcare
Category
Other
Investment Range
$70,760 - $117,150
Total US Locations
372
Franchise Units
372
Founding Year
2006
Started Offering Franchises
2006
Management Capacity
Active Owner Operator
Job Count
5-12
Prior E2 Investors?
Yes
Prior Visa Franchise Clients?
No
Royalty Fee
6%
Marketing Fee
2%
Franchise Fee
$53,900
Headquarters (City, State)
Cincinnati, OH
Square Footage
N/A
Retail Location?
Yes
Agreement Term Length
10 years
Video

In these videos you will learn about the company firsthand. And they will also tell you in a short form about the financing of the enterprise.

*Information presented in these videos may change over time and may not reflect the most current franchise offering. Prospective franchisees should review the latest Franchise Disclosure Document (FDD) and consult directly with the franchisor for updated information.

2. Franchise Overview

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Overview

Caring Transitions' mission is to become the most trusted and compassionate national provider of relocation, downsizing, and liquidation services for aging clients and their loved ones, offering peace of mind as they navigate various life stages. Their vision is to transform the way seniors and their families transition through these stages. With a focus on care, expertise, and advocacy, Caring Transitions delivers personalized solutions with genuine concern and empathy, providing top-notch service while tirelessly advocating for their clients every step of the way

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Management team / founders

Caring Transitions is led by Ray Fabik, who serves as the President. He brings extensive experience in leadership and business management, driving the company’s mission to support seniors and their families through life transitions. The management team consists of professionals with diverse expertise in senior care, relocation, and estate management, all dedicated to providing compassionate and personalized services. Their collective efforts ensure Caring Transitions remains a trusted and reliable partner for their clients.

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Focus of owner for daily business operations

As a Caring Transitions operator, the main facets of the business entail: 1. Establishing and building upon relationships with referral networks within the community; 2. Recruiting and hiring of competent homecare workers; 3. Supervising and ensuring homecare workers are trained.

3. Performance & Metrics

Franchisor Fees | Item 6
Franchise Value
Industry Median
All Franchises Median
Royalty Fee
6%
6%
6%
Marketing Fee
2%
1.5%
2%
Franchise Fee
$53,900
Total Investment Cost | Item 7
Type of Expenditure
Low Amount
High Amount
When due
Initial Franchise Fee
$53,900
$53,900
Upon signing of franchise agreement
Furniture and Equipment
$500
$1,000
Prior to commencement of business
Computer System
$1,000
$3,000
Prior to commencement of business
Travel & living expenses while training
$2,000
$4,000
Prior to or at time of training
Initial Rent, Telephone, Bank and Other Deposits
$350
$2,000
1 - 2 Months before opening
Additional Funds - 6 months
$4,000
$38,000
As expenses are incurred
Grand-Opening Promotion
$3,000
$4,000
1-2 months before opening
Sales employee
$2,500
$2,500
As expenses are incurred
Web hosting service
$100
$100
Upon commencement of business
Monthly Office Rental Payment
$200
$1,000
Depends on lease terms
Insurance
$1,000
$3,000
Prior to effective date of policy
Certified Relocation Transition Specialist Training and Test
$650
$3,000
1-2 months before opening
Membership and Association Fees (
$500
$500
1 month before opening
Estatesales Elite Package
$60
$150
1 Month before opening
Total
$70,760
$117,150
Outlets and Franchisee Information | Item 20
Outlet type
Year
Outlets at the start of the year
Outlets at the end of the year
Net change
N/A
2022
240
272
+32
Franchised
2023
272
314
+42
N/A
2024
314
372
+58
N/A
2022
0
0
0
Company-Owned
2023
0
0
0
N/A
2024
0
0
0
N/A
2022
240
272
+32
Total Outlets
2023
272
314
+42
N/A
2024
314
371
+58
Net Unit Growth (Recent year)
Net Unit Growth (Recent 3 years)
Franchise Health Metrics
Growth Rate
1 year / 3 years
Failure Rate
1 year / 3 years
Franchise for Sale Rate
1 year / 3 years
Caring Transitions
18.5% / 55%
4% / 11%
1.1% / 9.9%
Industry median
7.7% / 18.8%
1.3% / 7.4%
0.2% / 6%
Franchise Health Metrics
Franchise Historical Loan Metrics
10 Year Cumulative Charge Offs by $ of Loans
0.0
10 Year Cumulative Defaults
0.0
3 Year Predicted Default Rate
0.0
*Please note the information provided here is sourced from Lumos. We do not guarantee its accuracy or completeness. For verification, please refer to Lumos directly.
Item 19 – Financial Performance Representations
Historical financial performance representations
Franchise Financials
Franchisor company financial information, if disclosed by the franchisor.
Litigation & Bankruptcies
% of Franchisees Undergoing Litigation
0%
% of Franchisees with Completed Litigation
1.27%
Number of Bankruptcies Disclosed
0
*The litigation information displayed has been reviewed by our Product Development team. Franchises featured on this platform have been thoroughly assessed. However, Visa Franchise strongly recommends consulting with your own legal counsel for further guidance.

4. Our Take

Caring Transitions offers entrepreneurs a premier opportunity in the senior care and relocation franchise sector. With a mission to provide compassionate and trusted services, Caring Transitions supports franchisees with a proven business model focused on care, expertise, and advocacy. Franchise owners are empowered to deliver personalized solutions to seniors and their families, making a meaningful impact as they navigate life's transitions. Join Caring Transitions today and embark on a rewarding journey in transforming how seniors transition through life's stages!