The Steps To Owning a Caring Transitions Franchise

Becoming a Caring Transitions franchisee is more than just a business decision; it’s a commitment to making a positive impact on the lives of others. Rachel Eberly, a new franchisee in Oxford, Ohio, embodies this commitment, having transitioned from a career as a director of operations for a substance abuse and mental health facility. Here’s how Eberly followed the steps to Caring Transitions ownership, and how you can too.

Step 1: Schedule a Call

The first step in Eberly’s journey began with a simple phone call. After resigning from her job during the COVID-19 pandemic to care for her children and experiencing the difficulties of managing her late father’s estate, she was ready for a new challenge. 

“We had three properties that required decluttering, liquidation and getting the house ready to sell,” said Eberly. “It was a very time-consuming and difficult process. After I finished that, I was ready to consider other opportunities. That’s when I got a call from a recruiter about Caring Transitions. It immediately resonated with me, and although I hadn’t planned to own a business, it felt right.”

Just like Eberly, your journey starts with scheduling a call. Complete a brief form, and within 1-2 business days, a Caring Transitions representative will reach out. This initial conversation is your chance to ask questions and gauge if this opportunity aligns with your goals.

Step 2: Education on the Brand

The next step in Eberly’s journey was gaining a comprehensive understanding of the Caring Transitions brand through a structured process.

“We take candidates through three structured calls to learn more about them, their goals and dreams, and then provide detailed information on what they get for their franchise fee and how to make money in their business,” said Jim Stapleton, VP of Franchise Development.

During these discussions, prospective franchisees explore the brand’s mission, values, and operations. You’ll also get a clear picture of what a day in the life of a franchisee looks like, including details about the support system, training, software, and customer acquisition strategies. These calls are designed to ensure you’re making an informed decision, while also helping us understand your background and why you’re interested in starting your own business.

Step 3: Select Your Territory

Selecting the right territory is crucial, and for Eberly, it was a significant step in her journey. “Before making my decision, I spoke with several existing franchisees to understand the culture and what it truly meant to be part of Caring Transitions,” she said. “The feedback I received was overwhelmingly positive, and it reinforced my belief that this was the right path for me.”

In this step, you’ll work with the Caring Transitions team to craft your exclusive territory, backed by comprehensive market research and demographic analysis. This process ensures that your chosen territory offers optimal market penetration and long-term growth potential.

Step 4: Review the FDD

The Franchise Disclosure Document (FDD) is a critical part of the franchise process. Eberly took the time to carefully review this document, guided by her franchise director. “I wanted to know exactly what I was getting into,” she says. “It was important to me that I understood every detail before moving forward.”

A knowledgeable franchise director will walk you through the FDD, breaking down each section in simple terms. Like Eberly, you’ll leave this process fully confident in your understanding of the agreement.

Step 5: Talk to Franchise Owners

Meeting the team and network of franchisees behind Caring Transitions was a pivotal moment for Eberly. 

“Before I made the decision to invest in the franchise, I spoke to a lot of franchisees,” she said. “I wanted to know what they liked, what they didn’t like, etc. I listened to how people felt about what they did, what was the most difficult, etc. I asked some big questions about the culture. I wanted to know if clients were happy with the services and if it felt like you were providing value. I would rather clients feel like I did a great job — that’s my number one goal. It’s the same level of fulfillment I used to get helping a client overcome addiction, and that’s what I gathered from everyone I talked to.”

In this step, you’ll get acquainted with the passionate minds that drive the brand’s success. This meeting provides a deeper connection to the company’s mission, values, and vision, just as it did for Eberly.

Step 6: Franchise Awarded

After receiving approval from her franchise director, Eberly officially stepped into her role as a franchise owner. “When I heard about Caring Transitions, it really made sense to me,” she says. “It felt in my wheelhouse, and I felt like I could be good at it.”

This step marks your official entry into the Caring Transitions family. You’ll be enrolled in an immersive week-long training program in Cincinnati, tailored to equip you with the knowledge and tools you need for success.

Step 7: Training

Training was a comprehensive experience for Eberly, helping her lay the foundation for her new business. “The training was extensive and gave me the confidence to launch my franchise,” she said. “I met so many like-minded people who were also passionate about making a difference.”

You’ll immerse yourself in interactive sessions led by industry experts and connect with fellow entrepreneurs. This step ensures you’re well-prepared to launch and grow your business with a well-defined strategy.

Step 8: Launch Your Business!

Eberly officially opened Caring Transitions of Oxford in July. “I am most looking forward to building a team that shares my values of giving back to the community and helping others,” she said. “My goal is to provide opportunities for people who have been overlooked in other areas and to create a business that not only succeeds financially but also makes a meaningful impact on the lives of others.”

The final step in your journey is the launch of your Caring Transitions franchise. Celebrate this milestone with a Grand Opening event and start your growth trajectory armed with insights from the "90-Day Secrets to My Success Plan."

Your Path to Success

Just like Eberly, you can transform your passion for helping others into a thriving business with Caring Transitions. With a clear path to ownership and a supportive team by your side, you’re well on your way to making a meaningful difference in your community.

For more information on franchising with Caring Transitions, please visit: https://1851franchise.com/caringtransitions/info.