Caring Transitions Franchise FDD, Costs & Fees (2025)

Caring Transitions specializes in senior relocation and estate sale services, offering compassionate and comprehensive solutions for seniors and their families during times of transition, including downsizing, moving, and estate liquidation.

Caring Transitions has carved out a prominent role in the senior services industry since its founding in 2006 in Cincinnati, Ohio. Specializing in relocation support, estate sales, downsizing, and decluttering, the company delivers a complete suite of services tailored to older adults and their families.

By combining these solutions under one brand, Caring Transitions simplifies what is often a complex and emotional process, helping seniors navigate life changes with greater ease and peace of mind.

The brand began franchising in 2006 and has grown to more than 345 locations across the U.S., a testament to the rising demand for expert guidance during later-life transitions.

Consistently ranked as the top franchise in senior relocation by Entrepreneur Magazine for five straight years, Caring Transitions continues to build on its reputation for reliability, compassion, and comprehensive support.

Initial investment

Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Initial Franchise Fee $48,900
Furniture and Equipment $500 to $1,000
Computer System $1,000 to $3,000
Travel & living expenses while training $750 to $1,500
Initial Rent, Telephone, Bank and Other Deposits $350 to $2,000
Additional Funds – 6 months $4,000 to $38,000
Grand-Opening Promotion $3,000 to $4,000
Sales employee $2,500
Web hosting service $100
Monthly Office Rental Payment $200 to $1,000
Insurance $1,000 to $3,000
Certified Relocation Transition Specialist Training and Test $650 to $3,000
Membership and Association Fees $500
Estatesales.net $112
Total $63,562 to $108,612
Type of Expenditure Amount
Initial Franchise Fee $48,900
Furniture and Equipment $500 to $1,000
Computer System $1,000 to $3,000
Travel & living expenses while training $750 to $1,500
Initial Rent, Telephone, Bank and Other Deposits $350 to $2,000
Additional Funds – 6 months $4,000 to $38,000
Grand-Opening Promotion $3,000 to $4,000
Sales employee $2,500
Web hosting service $100
Monthly Office Rental Payment $200 to $1,000
Insurance $1,000 to $3,000
Certified Relocation Transition Specialist Training and Test $650 to $3,000
Membership and Association Fees $500
Estatesales.net $112
Total $63,562 to $108,612

Franchise Disclosure Document

Competitors

Below are some of

Caring Transitions

key competitors in the

Other Business Services

sector.

Franchise
Franchisees
Initial fee
Total investment
Revenue
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Gross Profit
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EBITDA
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314

New
+
31%
31%

$48,900

$64,000

$109,000

n.a.

$210,000

$xxx,xxx

64.0%

xx%

n.a.

n.a.

xx%

n.a.

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Training

Caring Transitions offers a structured training program designed to prepare franchisees and their teams for operating the business effectively. The training includes classroom sessions, practical guidance, and ongoing support to ensure alignment with franchise standards.

  1. Initial Training Program: This is mandatory for the franchisee or their Designated Individual and must be completed within 90 days of signing the franchise agreement. The program, conducted at the corporate headquarters in Cincinnati, Ohio, includes classroom instruction on the business model, services, and technology platforms. Up to two individuals can attend at no cost for the training itself, but travel, lodging, and meal expenses are the responsibility of the franchisee.
  2. Training Content: The classroom training includes 8 hours on the Caring Transitions business model and 8 hours on its technology tools and systems. This instruction is delivered by corporate staff or third-party experts and is supervised by the company's leadership.
  3. Refresher and Additional Training: Caring Transitions may require franchisees to attend additional training sessions or refresher courses at their discretion. These may involve seminars or other programs and could include a training fee and related travel costs.
  4. Employee Training Program: Franchisees must establish a training program for their employees that meets legal, professional, and franchisor standards. While Caring Transitions may provide assistance upon request, the franchisee is fully responsible for training and compliance.

Territory Protection

Caring Transitions offers franchisees a protected territory defined by postal codes, with each territory typically encompassing a population between 175,000 and 200,000 people.

Once the initial training is completed and operations begin, the franchisor agrees not to establish or franchise another substantially similar business within the franchisee’s designated territory. This territorial protection is maintained regardless of changes in population or ZIP code boundaries, which may be redefined by the franchisor to closely match the original area.

However, this protection is not absolute. Caring Transitions reserves the right to allow existing franchisees to continue serving clients who were already under contract before a new territory was assigned.

Competitors

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Combo Brands

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MI-BOX

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