The Happy MixerFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A The Happy Mixer franchise requires a total initial investment of $349K – $557K, including a $35K franchise fee and an ongoing 6.0% royalty[2]. Per the 2025 FDD, average unit revenue was $1.1M[2]. Verdict grade: A. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $349K – $557K
- 66th pct Service Resta…
- Avg gross sales
- $1.1M
- 37th pct Service Resta…
- Royalty
- 6.0%
- 44th pct Service Resta…
- Units
- 3
- 14th pct Service Resta…
- SBA default
- N/A
Quick verdict · Quick-Service Restaurants · color = vs category peers
Green = >15% above Quick-Service Restaurants 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
43% cash-on-cash return (based on P&L Bottom Line). Above the 20% threshold most investors target.
Bottom line
- Total investment $349K – $557K including a $35K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $1.1M/year, with an estimated 43% cash-on-cash return (based on P&L Bottom Line).
- Verdict A (Top Quintile) with a risk score of 18/100.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- The Happy Mixer Franchising Company, LLC
- CEO title
- Co-Founder, Chief Executive Officer and President
- Timothy Mourer
- CEO experience
- 24 yrs
- Years in role or industry
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- PA
- HQ
- 4275 County Line Road, Suite 12, Chalfont, PA 18914
- Auditor
- Keiser Giordano CPAs, P.C.
- Audited financials
- Franchisor revenue
- $0
- vs $0 prior year
Overview
About
The Happy Mixer franchisees likely operate a beverage-focused establishment (cocktails, smoothies, mixed drinks, or similar) where daily operations involve inventory management, customer service, bartending/mixing, POS management, and staff supervision. Revenue of $1.1M annually suggests a small-to-mid sized venue operation, potentially retail or hospitality-based.
- CEO
- Timothy Mourer
- Headquarters
- PA
- Founded
- 2020
- FDD year
- 2025
- States available
- 1
FDD Item 7 · 2025 filing
Initial investment breakdown
| Cost component | Low | High |
|---|---|---|
| Initial franchise fee | $35K | $35K |
| Working capital (3–6 mo) | $22K | $31K |
| Equipment, build-out, other | $292K | $491K |
| Total initial investment | $349K | $557K |
Source: The Happy Mixer 2025 FDD, Items 5 and 7[2]. “Equipment, build-out, other” is computed as total minus disclosed line items above.
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
$155K
14.0% margin
Unlevered ROIC
32%
EBITDA / total invested capital
Payback
3.1 yrs
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $349K – $557K
- Near category avg vs category
- Liquid capital req'd
- $22K – $31K
- Near category avg vs category
- Franchise fee
- $35K – $35K
- Near category avg vs category
- Royalty
- 6.0%
- Gross Sales · typical 6–8%
- Ad fund
- 2.0%
- typical 3–5%
- Total fee load
- 8.0%
- vs 9–13% typical
- Payback period
- 2.3 yrs
- From FDD / Item 19
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 6.0% of gross sales |
| Marketing / ad fund | 2.0% of gross sales |
| Technology fee | $0 |
| Training fee | $500 |
| Transfer fee | $18K |
| Renewal fee | $18K |
| Total fee load | 8.0% of rev |
Financial Performance
- Avg gross sales
- $1.1M
- Per unit, per year
- Median gross sales
- N/A
- Avg p&l bottom line
- $195K
- Reported as P&L Bottom Line in FDD Item 19
- Cash-on-cash
- 43.0%
- Based on P&L Bottom Line / investment midpoint
- Item 19 type
- Representative Affiliate-Owned Bakeries
- Sample size
- 3 units
- vs category median 28 · small
- Range (low → high)
- $943K→$1.3M
- Cohort dispersion (min → max)
- Reporting year
- 2025
- Fiscal year the figures cover
- Transparency
- 10 / 5
- vs category median 4 / 5 · above
Compared against 453 Quick-Service Restaurants brands
vs Quick-Service Restaurants averages
How The Happy Mixer Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 3
- Opened
- 0
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 3
- Corporate units in the system
- % franchised
- 0%
- vs corporate-owned
3-year detail · Item 20
- Transfers (3yr)
- 0
- Projected new
- 2
- Franchisor's next-year forecast
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 14 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 1 7(a) loan on file; statistical reliability is limited below 10 loans.
- Total loans
- 1
- Loan volume
- $540K
- Median loan
- $540K
- 50th percentile
- Charge-off rate
- N/A
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
- 1
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into The Happy Mixer's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 1 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
The Happy Mixer is a pre-growth stage franchise with minimal unit count, undisclosed financial performance standards, and franchisor stability concerns that warrant deep validation before commitment.
Litigation (Item 3)
No litigation required to be disclosed
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Keiser Giordano CPAs, P.C.
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 18 / 100 rating
- 01MEDOnly 3 units operating with unknown growth trajectory suggests extremely limited system validation and scaling risk
- 02HIGHGoing Concern = False indicates potential financial instability or operational uncertainty at franchisor level
- 03MEDNo Item 19 (financial performance representations) disclosed — cannot verify if $194,523 avg net income is achievable or representative
- 04MINORHigh investment-to-net-income ratio: $348,925–$556,700 investment against $194,523 avg net income = 1.8–2.9 year payback assuming no other costs
- 05MEDMicro-franchise system (3 units) means limited operational history, no proven replicable model, and franchisor may lack resources to support franchisees
Severity inferred from the FDD text · not a regulatory classification
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 or Demographics |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory radius | 5 mi |
| Territory population | 150,000 |
| 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 | 20 mi |
| Right of first refusalℹ | Yes |
| RoFR response window | 30 days |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | Yes |
| Arbitration location | Pennsylvania |
| Jury trial waiver | Yes |
| Governing law | Pennsylvania |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation required to be disclosed
Items 10, 11
Training & Operations
- Classroom training
- 24 hrs
- On-the-job training
- 56 hrs
- Training location
- On-site and corporate
- Ongoing training
- Required
- Time to open
- 10 mo
- From signing to launch
Items 5 & 11
Franchisor Support
Item 20 · call current owners
Franchisee Contacts
19 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
The Happy Mixer · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a The Happy Mixer franchise?
The total investment to open a The Happy Mixer franchise ranges from $349K – $557K, with an initial franchise fee of $35K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do The Happy Mixer franchise owners earn?
According to Item 19 of the The Happy Mixer FDD, the average gross sales per unit is $1.1M. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is The Happy Mixer's franchise failure rate?
SBA 7(a) loan charge-off data is not available for The Happy Mixer (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 The Happy Mixer franchise locations are there?
As of their most recent FDD filing, The Happy Mixer has 3 total units in the United States, including 0 franchised units and 3 company-owned units.
Is The Happy Mixer a good franchise to buy?
FranchiseVerdict rates The Happy Mixer as a A-grade franchise with a risk score of 18 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.
For franchisors
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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.