Averan Heights Wellness Retreat Opening Package Offer
Averan Advisors gets the books and financial systems for a new Heights Wellness Retreat location ready before opening day, so your first month closes on time. The setup follows Heights Wellness Retreat’s 2026 FDD and your franchise agreement.
The Heights Wellness Retreat opening package
Heights Wellness Retreat’s 2026 FDD puts the cost to open one location at $935,895 to $1,466,168, so getting the finances right from the start matters.
Averan helps Heights Wellness Retreat franchisees get their books and financial systems ready before opening, with a dedicated spa and massage specialist.
- QuickBooks set up for Heights Wellness Retreat’s reporting requirements.
- Build-out spending tracked against Heights Wellness Retreat’s 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 Heights Wellness Retreat conversion package.
What the Heights Wellness Retreat opening package includes
QuickBooks file
We build a QuickBooks file for your Heights Wellness Retreat 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 Heights Wellness Retreat asks its owners for.
Analytics package
Each month we compare your results with the figures in Heights Wellness Retreat’s 2026 FDD.
Budget tracker
We turn Heights Wellness Retreat’s 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 Heights Wellness Retreat requires, its booking and membership system and your payroll to the books.
Tested before opening
Before your Heights Wellness Retreat location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Heights Wellness Retreat 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 Heights Wellness Retreat’s 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.
Heights Wellness Retreat figures from the FDD
Heights Wellness Retreat franchisees averaged $1,090,390 of sales in 2025, with a median of $978,214, according to Item 19 of Heights Wellness Retreat’s 2026 FDD, issued 23 March 2026. The 82 in that group are 84%* of Heights Wellness Retreat’s 98 locations. Fees paid to Heights Wellness Retreat come to about 9%* of sales.
Heights Wellness Retreat’s 2026 FDD estimates in Item 7 that opening one Heights Wellness Retreat location costs $935,895 to $1,466,168, including the $59,500 initial franchise fee.
At the Heights Wellness Retreat average of $1,090,390 of sales a year, the 6% royalty comes to about $5,452* a month and the 3% brand fund to about $2,726* a month.
1 Heights Wellness Retreat location opened in the last year that Item 20 of Heights Wellness Retreat’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Heights Wellness Retreat had 19 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Heights Wellness Retreat franchise agreement.
- Heights Wellness Retreat’s current FDD.
- The Heights Wellness Retreat 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 Heights Wellness Retreat requires.
- The booking and membership system.
- The Heights Wellness Retreat 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 Heights Wellness Retreat owners
Does Averan Advisors work with Heights Wellness Retreat owners?
Averan Advisors sets up and keeps the books for Heights Wellness Retreat owners, and the Averan franchise library has a breakdown of Heights Wellness Retreat’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Heights Wellness Retreat royalty show up in the books?
The Heights Wellness Retreat royalty is 6% of sales, according to Heights Wellness Retreat’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Heights Wellness Retreat average of $1,090,390 a year, it comes to about $5,452 a month, by Averan’s calculation.
What does it cost to open a Heights Wellness Retreat franchise?
Heights Wellness Retreat’s 2026 FDD estimates in Item 7 that opening one Heights Wellness Retreat location costs $935,895 to $1,466,168. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Heights Wellness Retreat location opens?
Your Heights Wellness Retreat 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 Heights Wellness Retreat’s 2026 FDD.
Where to next
Talk to us about your Heights Wellness Retreat opening
Send the short form for the Heights Wellness Retreat opening package, or book a 30-minute call about your Heights Wellness Retreat location and your opening date.
Get the offer → Book a 30-minute call