BeBalanced
Formerly known as Health Advisors
Bottom line
- Total investment $172K – $223K including a $45K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $367K/year (median $345K). Estimated payback in 1.2 years.
- Rated STRONG with a risk score of 52/100. SBA loan default rate of 0.0% across 3 loans (below the industry average).
- Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
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 BeBalanced unit return on the cash you put in?
Unlevered ROIC · per unit
36%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 BeBalanced units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$1.1M
on $5.5M purchase
Total debt
$4.4M
SBA $2.8M + senior + seller note
Overview
About
BeBalanced franchisees operate wellness/health optimization centers focused on hormonal balance and metabolic health, likely offering coaching, testing, supplements, and wellness programs. Daily operations include client consultations, program management, retail sales, and staff oversight in a health/coaching service model.
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 · 7 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
BeBalanced presents moderate-to-cautionary risk due to a stagnant 25-unit system, unresolved litigation history, absence of verified financial disclosures, and a settlement that elevated a former adversary to C-suite, suggesting governance instability.
Score breakdown · what drove the 52 / 100 rating
- 01MINOROnly 25 units systemwide with unknown growth trajectory suggests stagnant or declining franchise system
- 02HIGHMulti-year litigation (2021-2024) involving fraud and breach of fiduciary duty allegations, even with settlement, raises governance and trust concerns
- 03MINORNo Item 19 financial performance representation provided — cannot verify if $367k avg revenue and $164k net income are typical or cherry-picked
- 04MINORSettlement resulted in plaintiff joining board/executive team, indicating potential past mismanagement or philosophical conflicts requiring structural remediation
- 05MINORHigh initial investment ($172-223k) relative to small unit count and unclear unit economics creates elevated risk if system doesn't grow
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
25 numbers
One-time purchase · CSV download · Validation questions included
FDD download
BeBalanced · FDD (2024) PDF