Bottom line
- Total investment $71K – $117K including a $54K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $284K/year (median $203K).
- Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 18 loans (below the industry average).
- System growing at 36.8% CAGR over 3 years with 372 total units — strong expansion trajectory.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one Caring Transitions unit return on the cash you put in?
Unlevered ROIC · per unit
37%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Caring Transitions units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$455K
on $2.3M purchase
Total debt
$1.8M
SBA $1.1M + senior + seller note
Overview
About
Caring Transitions provides senior move management and estate liquidation services, helping elderly clients downsize, relocate, and liquidate household assets. Franchisees manage the logistics of packing, organizing estate sales, and coordinating moves for aging populations, generating revenue from service fees and commission on asset sales.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 13 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Significant governance and transparency red flags (regulatory litigation, missing financial disclosures) combined with unvalidated unit economics create elevated risk despite apparent growth momentum.
Score breakdown · what drove the 49 / 100 rating
- 01HIGHRegulatory litigation from Virginia and California involving undisclosed officer bankruptcies and auditor registration failures, suggesting governance and transparency issues at corporate level
- 02MINORNo average net income disclosure (Item 19) despite $284,485 average revenue — unable to validate profitability or actual franchisee earnings
- 03MINORHigh franchise fee ($53,900) combined with 6% royalty on gross receipts with no net income data creates earnings opacity and risk of negative ROI
- 04HIGHFive disclosed litigations including regulatory actions indicate potential compliance culture problems and ongoing legal exposure for franchisees
- 05MINORStrong unit growth (18.5% YoY to 372 units) may reflect recruitment-heavy expansion rather than unit profitability or system health
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
80 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Caring Transitions · FDD (2025) PDF