Averan HB Wellness Opening Package Offer
Averan Advisors gets the books and financial systems for a new HB Wellness location ready before opening day, so your first month closes on time. The setup follows HB Wellness’ 2026 FDD and your franchise agreement.
The HB Wellness opening package
HB Wellness’ 2026 FDD puts the cost to open one location at $198,900 to $326,350, so getting the finances right from the start matters.
Averan helps HB Wellness franchisees get their books and financial systems ready before opening, with a dedicated health and wellness specialist.
- QuickBooks set up for HB Wellness’ reporting requirements.
- Build-out spending tracked against HB Wellness’ Item 7.
- Loan draw packages prepared for your lender.
- Point of sale, payroll and other systems connected and tested before opening.
Do you have 30 minutes this week? Book a 30-minute call.
Already open with another bookkeeper? See the HB Wellness conversion package.
What the HB Wellness opening package includes
QuickBooks file
We build a QuickBooks file for your HB Wellness location and connect every bank account and card to it.
Reporting format
We set up the chart of accounts so the books produce the monthly report HB Wellness asks its owners for.
Analytics package
Each month we compare your results with the figures in HB Wellness’ 2026 FDD.
Budget tracker
We turn HB Wellness’ Item 7 estimate into your opening budget and record every opening cost against its line.
Loan draw packages
We prepare a file for each loan draw your lender asks for, including SBA loan draws.
Systems connected
We connect the point-of-sale system HB Wellness requires, its booking and membership system and your payroll to the books.
Tested before opening
Before your HB Wellness location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your HB Wellness royalty, brand fund and report due dates go on one calendar for the monthly close.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and send the list of documents we need.
- 2Setup10 business days
We build the QuickBooks file and connect your accounts.
- 3Build-outEach month
We tag every payment to a line of HB Wellness’ Item 7 and prepare each loan draw.
- 4Systems45 days before opening
We test the point of sale, the other systems and payroll.
- 5Opening dayYour opening date
We match each day of sales to the deposits that follow it.
HB Wellness figures from the FDD
The HB Wellness company-owned shop had gross sales of $503,681 in 2025, down from $569,681 in 2024, according to Item 19 of HB Wellness’ 2026 FDD, issued 27 April 2026. Fees paid to HB Wellness come to about 5%* of sales. An HB Wellness franchise costs $198,900 to $326,350 to open.
The HB Wellness initial franchise fee is $30,000, which is part of the HB Wellness Item 7 estimate, according to HB Wellness’ 2026 FDD.
Send us to start
- Your signed HB Wellness franchise agreement.
- HB Wellness’ current FDD.
- The HB Wellness monthly report format and the software it uses.
- Your entity documents and EIN letter.
- Your lease, contractor bid and loan agreements.
Access we need
- Your payroll processor.
- The point-of-sale system HB Wellness requires.
- The booking and membership system.
- The HB Wellness reporting portal.
- Your invoice and expense software.
- View access to your bank accounts and credit cards, with no power to move money.
- How you want inventory tracked.
Questions from HB Wellness owners
Does Averan Advisors work with HB Wellness owners?
Averan Advisors sets up and keeps the books for HB Wellness owners, and the Averan franchise library has a breakdown of HB Wellness’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the HB Wellness royalty show up in the books?
The HB Wellness royalty is 5% of sales, according to HB Wellness’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales.
What does it cost to open an HB Wellness franchise?
HB Wellness’ 2026 FDD estimates in Item 7 that opening one HB Wellness location costs $198,900 to $326,350. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my HB Wellness location opens?
Your HB Wellness books move to the Monthly Close, which closes each month and sends a profit and loss, a balance sheet and the royalty reconciliation. The QuickBooks file stays yours.
* Averan Advisors calculation from the figures in HB Wellness’ 2026 FDD.
Where to next
Talk to us about your HB Wellness opening
Send the short form for the HB Wellness opening package, or book a 30-minute call about your HB Wellness location and your opening date.
Get the offer → Book a 30-minute call