Caring Transitions
Source filing: WI · filed 2026-04-02
Item 5 — Initial franchise fee
$58,900 [p.11 · WI · 2026-04-02]
Item 6 — Recurring fees (royalty & advertising)
| Royalty fee – Notes 1 & 10 | 6% of Gross Receipts; $300 monthly minimum for 12 months; $500 monthly minimum thereafter – Note 2 [p.12 · WI · 2026-04-02] |
|---|---|
| Local Cooperative Advertising | Up to 3% of your Gross Receipts unless a majority of the cooperative members agree on a higher contribution – Note 3 [p.12 · WI · 2026-04-02] |
Full Item 6 schedule (including one-time and conditional fees) is in the FDD itself.
Item 7 — Estimated initial investment (total)
$75,760 [p.16 · WI · 2026-04-02] – $123,150 [p.16 · WI · 2026-04-02]
Base single-franchise offering as stated in the FDD's total row. Multi-unit or area-development formats are not broken out here.
Item 20 — Outlets
| Franchised outlets at start of year | 372 [p.41 · WI · 2026-04-02] |
|---|---|
| Franchised outlets at end of year | 423 [p.41 · WI · 2026-04-02] |
| Net change in franchised outlets | 51 [p.41 · WI · 2026-04-02] |
| Transfers | 33 [p.42 · WI · 2026-04-02] |
| Terminations | 4 [p.46 · WI · 2026-04-02] |
| Non-renewals | 3 [p.46 · WI · 2026-04-02] |
| Ceased operations (other) | 3 [p.46 · WI · 2026-04-02] |
| Company-owned outlets at end of year | 0 [p.41 · WI · 2026-04-02] |
Item 19 — Financial performance representation
Headline cohort
Cumulative Franchises FY2025 · Year Ending 12/31/2025
| Outlets in sample | Average | Median | High | Low |
|---|---|---|---|---|
| 307 [p.38 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,775,950 [p.37 · WI · 2026-04-02] | $14,535 [p.37 · WI · 2026-04-02] |
All disclosed cohorts (25)
| Cohort | Outlets | Average | Median | High | Low |
|---|---|---|---|---|---|
| First Quartile of Franchises FY2022 Year Ending 12/31/2022 |
53 [p.36 · WI · 2026-04-02] | $633,235.64 [p.36 · WI · 2026-04-02] | $509,928.49 [p.36 · WI · 2026-04-02] | $2,714,401 [p.36 · WI · 2026-04-02] | $390,847.70 [p.36 · WI · 2026-04-02] |
| First Quartile of Franchises FY2023 Year Ending 12/31/2023 |
58 [p.36 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,454,270 [p.36 · WI · 2026-04-02] | $402,331 [p.36 · WI · 2026-04-02] |
| First Quartile of Franchises FY2024 Year Ending 12/31/2024 |
63 [p.36 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,549,600 [p.36 · WI · 2026-04-02] | Not disclosed |
| First Quartile of Franchises FY2025 Year Ending 12/31/2025 |
77 [p.36 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,775,950 [p.36 · WI · 2026-04-02] | Not disclosed |
| Second Quartile of Franchises FY2022 Year Ending 12/31/2022 |
53 [p.36 · WI · 2026-04-02] | $311,961.78 [p.36 · WI · 2026-04-02] | $315,602.98 [p.36 · WI · 2026-04-02] | $382,465.66 [p.36 · WI · 2026-04-02] | $225,868 [p.36 · WI · 2026-04-02] |
| Second Quartile of Franchises FY2023 Year Ending 12/31/2023 |
58 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Second Quartile of Franchises FY2024 Year Ending 12/31/2024 |
63 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Second Quartile of Franchises FY2025 Year Ending 12/31/2025 |
77 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Third Quartile of Franchises FY2022 Year Ending 12/31/2022 |
52 [p.37 · WI · 2026-04-02] | $145,821.74 [p.37 · WI · 2026-04-02] | $147,175.33 [p.37 · WI · 2026-04-02] | $224,946.96 [p.37 · WI · 2026-04-02] | $93,847 [p.37 · WI · 2026-04-02] |
| Third Quartile of Franchises FY2023 Year Ending 12/31/2023 |
57 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Third Quartile of Franchises FY2024 Year Ending 12/31/2024 |
63 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Third Quartile of Franchises FY2025 Year Ending 12/31/2025 |
77 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Fourth Quartile of Franchises FY2022 Year Ending 12/31/2022 |
52 [p.37 · WI · 2026-04-02] | $61,074.36 [p.37 · WI · 2026-04-02] | $63,904.61 [p.37 · WI · 2026-04-02] | $93,099.46 [p.37 · WI · 2026-04-02] | $13,235.16 [p.37 · WI · 2026-04-02] |
| Fourth Quartile of Franchises FY2023 Year Ending 12/31/2023 |
57 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Fourth Quartile of Franchises FY2024 Year Ending 12/31/2024 |
64 [p.37 · WI · 2026-04-02] | Not disclosed | Not disclosed | $111,848 [p.37 · WI · 2026-04-02] | $4,625 [p.37 · WI · 2026-04-02] |
| Fourth Quartile of Franchises FY2025 Year Ending 12/31/2025 |
76 [p.37 · WI · 2026-04-02] | Not disclosed | $63,945 [p.37 · WI · 2026-04-02] | $125,712 [p.37 · WI · 2026-04-02] | $14,535 [p.37 · WI · 2026-04-02] |
| Cumulative Franchises FY2022 Year Ending 12/31/2022 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Cumulative Franchises FY2023 Year Ending 12/31/2023 |
230 [p.38 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,454,270 [p.37 · WI · 2026-04-02] | Not disclosed |
| Cumulative Franchises FY2024 Year Ending 12/31/2024 |
253 [p.38 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,549,600 [p.37 · WI · 2026-04-02] | $4,625 [p.37 · WI · 2026-04-02] |
| Cumulative Franchises FY2025 Year Ending 12/31/2025 |
307 [p.38 · WI · 2026-04-02] | Not disclosed | Not disclosed | $2,775,950 [p.37 · WI · 2026-04-02] | $14,535 [p.37 · WI · 2026-04-02] |
| First Quartile of Franchise Owners FY2025 Year Ending 12/31/2025 |
56 [p.38 · WI · 2026-04-02] | $964,873.33 [p.38 · WI · 2026-04-02] | $793,609.07 [p.38 · WI · 2026-04-02] | $3,084,212.95 [p.38 · WI · 2026-04-02] | $526,187.21 [p.38 · WI · 2026-04-02] |
| Second Quartile of Franchise Owners FY2025 Year Ending 12/31/2025 |
56 [p.39 · WI · 2026-04-02] | $382,321.65 [p.38 · WI · 2026-04-02] | $382,780.61 [p.39 · WI · 2026-04-02] | $523,370.49 [p.39 · WI · 2026-04-02] | $285,044 [p.39 · WI · 2026-04-02] |
| Third Quartile of Franchise Owners FY2025 Year Ending 12/31/2025 |
56 [p.39 · WI · 2026-04-02] | $201,691.27 [p.39 · WI · 2026-04-02] | $201,794.37 [p.39 · WI · 2026-04-02] | $272,709 [p.39 · WI · 2026-04-02] | $146,508.68 [p.39 · WI · 2026-04-02] |
| Fourth Quartile of Franchise Owners FY2025 Year Ending 12/31/2025 |
55 [p.39 · WI · 2026-04-02] | $86,313.39 [p.39 · WI · 2026-04-02] | $85,345.78 [p.39 · WI · 2026-04-02] | $142,522 [p.39 · WI · 2026-04-02] | $14,535 [p.39 · WI · 2026-04-02] |
| Cumulative Franchise Owners FY2025 Year Ending 12/31/2025 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
“Presented below are historic gross revenue and gross profit percentage figures for certain Caring Transitions franchises for the one-year periods ending December 31, 2022, December 31, 2023, December 31, 2024, and December 31, 2025.” [p.36 · WI · 2026-04-02]
Extraction notes
- One or more Item 19 figures failed source verification and were removed.
- Item 7 totals were extracted with model assistance and verified against the cited page.