Heights Wellness RetreatFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A Heights Wellness Retreat franchise requires a total initial investment of $622K – $820K, including a $50K franchise fee and an ongoing 6.0% royalty[2]. Per the 2025 FDD, average unit revenue was $1.0M[2]. Verdict grade: B. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $622K – $820K
- 73rd pct Healthcare
- Avg gross sales
- $1.0M
- 30th pct Healthcare
- Royalty
- 6.0%
- 14th pct Healthcare
- Units
- 101
- 60th pct Healthcare
- SBA default
- 0.0%
- system-wide median varies by category
Quick verdict · Healthcare · color = vs category peers
Green = >15% above Healthcare avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Bottom line
- Total investment $622K – $820K including a $50K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $1.0M/year (median $936K).
- Verdict B (Above Average) with a risk score of 59/100.
- Bankruptcy history disclosed in the FDD. Review Item 4 for details before proceeding.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- Elevated Brands Franchising, LLC
- Parent company
- SWG International, LLC (SWGI)
- CEO title
- Co-Founder and Chief Executive Officer
- Shane Evans
- CEO experience
- 20 yrs
- Years in role or industry
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- TX
- HQ
- 13750 US Hwy 281 North, Suite 925, San Antonio, Texas 78232
- Auditor
- BDO USA, P.C.
- Audited financials
- Franchisor revenue
- $9.8M
- vs $10.4M prior year
- Management churn noted
- Frequent turnover
- Item 2 disclosed frequent executive changes
Overview
About
A retail location that offers therapeutic massage, advanced skincare services, and cutting-edge touchless holistic therapies in an elevated, serene, resort-quality environment.
- CEO
- Shane Evans
- Headquarters
- TX
- Founded
- 2007
- FDD year
- 2025
- States available
- 15
FDD Item 7 · 2025 filing · 14 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $50K | $50K | |
| Retreat Development Packagenot refundable | $124K | $155K | |
| Utility and Security Deposits | $4K | $7K | |
| Leasehold Improvements and Professional Design Feesnot refundable | $326K | $428K | |
| Exterior Signagenot refundable | $8K | $11K | |
| Equipmentnot refundable | $5K | $5K | |
| Technology Systemnot refundable | $38K | $48K | |
| Software Setup Feenot refundable | $2K | $2K | |
| Facial Services Expensesnot refundable | $2K | $6K | |
| Business Licenses and Permitsnot refundable | $150 | $2K | |
| Professional Feesnot refundable | $1K | $8K | |
| Initial Training Expensesnot refundable | $5K | $5K | |
| Initial Advertising Programnot refundable | $15K | $30K | |
| Additional Funds - 3 monthsnot refundable | $43K | $63K | |
| Total initial investment | $622K | $820K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$168K
16.0% margin
Unlevered ROIC
22%
EBITDA / total invested capital
Payback
4.6 yrs
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $622K – $820K
- Below avg, review vs category
- Liquid capital req'd
- $43K – $63K
- Near category avg vs category
- Franchise fee
- $35K – $50K
- Better than avg vs category
- Royalty
- 6.0%
- percentage · typical 6–8%
- Ad fund
- 3.0%
- typical 3–5%
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 3.0% of gross sales |
| Technology fee | $650 |
| Training fee | $5K |
| Transfer fee | $12K |
| Renewal fee | $12K |
Financial Performance
- Avg gross sales
- $1.0M
- Per unit, per year
- Median gross sales
- $936K
- Item 19 type
- Performance Representations for 100 MH Retreats
- Sample size
- 100 units
- vs category median 12 · large
- Range (low → high)
- $339K→$2.9M
- Cohort dispersion (min → max)
- Quartile band
- $428K→$2.2M
- Bottom 25% → top 25%
- Reporting year
- 2024
- Fiscal year the figures cover
Compared against 201 Healthcare brands
vs Healthcare averages
How Heights Wellness Retreat Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 101
- Opened
- 1
- Last reporting year
- Closed
- 3
- Terminated
- 3
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 1
- Term expired, not renewed (per Item 20)
- Turnover rate
- 3.0%
- Company-owned
- 1
- Corporate units in the system
3-year detail · Item 20
- Transfers (3yr)
- 14
- Projected new
- 3
- Franchisor's next-year forecast
- Transfer rate
- 13.7%
- Owners selling to other franchisees
- Termination rate
- 3.9%
- Franchisor-initiated terminations
- Ceased ops
- 2.9%
- Units that stopped operating
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 16 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 contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 3 7(a) loans on file; statistical reliability is limited below 10 loans.
- Total loans
- 3
- Loan volume
- $2.7M
- Median loan
- $1.1M
- 50th percentile
- Charge-off rate
- 0.0%
- rates vary by category · see methodology
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- N/A
- 5-yr charge-off
- N/A
- Loans approved 2021+
- Active lenders
- 3
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into Heights Wellness Retreat's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 3 lenders with concentration factor
- Per-state charge-off rates across 1 states
- Startup risk premium and job creation velocity
- 1-year lending trend
Instant access. No subscription.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Litigation (Item 3)
Three litigation matters: (1) Hayes v. MH Franchising - arbitration award of $344,933.15 to franchisee for breach of contract (2020); (2) Busch Management Group v. MH Franchising - settled with royalty reduction agreement (2020); (3) MH Franchising v. Relax Investments - pending arbitration regarding regional developer agreement renewal
Largest disclosed settlement: $344,933
Bankruptcy (Item 4)
Disclosed in last 7 years
Chapter 13 bankruptcy filed in 2019, discharged August 8, 2024
Audited financials (Item 21)
Yes · BDO USA, P.C.
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 10 years |
| Allowed renewalsℹ | 1 |
| Territory type | Radius |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory radius | 1.5 mi |
| Online sales rightsℹ | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 2 years |
| Non-compete (miles)ℹ | 15 mi |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | No |
| Jury trial waiver | Yes |
| Governing law | Texas |
| Litigation count | 3 |
View Item 3 litigation summary
Three litigation matters: (1) Hayes v. MH Franchising - arbitration award of $344,933.15 to franchisee for breach of contract (2020); (2) Busch Management Group v. MH Franchising - settled with royalty reduction agreement (2020); (3) MH Franchising v. Relax Investments - pending arbitration regarding regional developer agreement renewal
Items 10, 11
Training & Operations
- Classroom training
- 66 hrs
- On-the-job training
- 91 hrs
- Training location
- On-site and off-site
- POS system
- Web-based licensed through franchisor
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: Web-based licensed through franchisor
Item 20 · call current owners
Franchisee Contacts
108 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Heights Wellness Retreat · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Heights Wellness Retreat franchise?
The total investment to open a Heights Wellness Retreat franchise ranges from $622K – $820K, with an initial franchise fee of $50K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Heights Wellness Retreat franchise owners earn?
According to Item 19 of the Heights Wellness Retreat FDD, the average gross sales per unit is $1.0M. The median is $936K. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is Heights Wellness Retreat's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Heights Wellness Retreat (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many Heights Wellness Retreat franchise locations are there?
As of their most recent FDD filing, Heights Wellness Retreat has 101 total units in the United States, including 101 franchised units and 1 company-owned units. 1 new units were opened in the latest reporting year.
Is Heights Wellness Retreat a good franchise to buy?
FranchiseVerdict rates Heights Wellness Retreat as a B-grade franchise with a risk score of 59 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.