Page 7 BeBalanced FDD 2023 G and turned over to the governmental authority imposing the tax, (b) properly documented refunds to customers, and (c) properly documented promotional discounts (i.e. coupons). If you do not report Gross Sales for any reporting period, then we will collect 120% of the last Royalty Fee collected and settle the balance the next period in which you report Gross Sales. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, TikTok, LinkedIn, blogs and other networking and sharing websites, unless you first receive our written approval and any use of social media must be in strict accordance with our requirements. 3 Brand Fund Contribution payments are due at the same time and in the same manner as Royalty Fees. You are required to set up authorization at your bank to allow the Brand Fund to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report Gross Sales for a required period, then the Brand Fund will collect 120% of the last Brand Fund Contribution collected and settle the balance the next period in which you report sales. 4 We may offer mandatory and/or optional additional training programs periodically, including an annual business meeting or convention. If we require it, you must participate in additional training, which may include up to five days at an annual business meeting or convention at a location we designate. 5 In the event of your death or disability, your default of the Franchise Agreement, absence of a qualified general manager, or other reasons, in our sole discretion, we may provide interim on-site management of your Franchised Business. 6 We may establish quality assurance programs conducted by third-party providers, such as mystery shop programs and periodic quality audits, to monitor the operations of your Franchised Business. If we require it, you must subscribe and pay the fees for any such program. 7 You must indemnify and hold us, our affiliates, and all of our respective officers, directors, agents, and employees harmless from and against any and all claims, losses, costs, expenses, liability, and damages arising directly or indirectly from, as a result of, or in connection with your business operations under the Franchise Agreement, as well as the costs, including attorneys’ fees, of defending against them. 8 We may, but have no obligation to, correct any deficiency you fail to correct in the Franchised Business and/or your operation of the Franchised Business or take steps to modify, alter or de-identify the Franchised Business location upon the termination or expiration of the Franchise Agreement. You will reimburse us for our costs and expenses incurred to correct any deficiency or to modify, alter or de-identify the Franchised Business location.
From the filings
BeBalanced
Health servicesBeBalanced is a Pennsylvania-based health-services franchise with 25 units, and Item 2 names CFO William E. Warrin and Director of Franchise Development Diane Rizio as the likely software contacts. No system in the FDD is mandated; only social platforms are named. Average unit volume is $316,155 across a network split between single- and multi-unit operators.
For software vendors selling into US franchise brands.
Live signals
Ordinary royalty terms
6% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2024)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
Page 7 BeBalanced FDD 2023 G and turned over to the governmental authority imposing the tax, (b) properly documented refunds to customers, and (c) properly documented promotional discounts (i.e. coupons). If you do not report Gross Sales for any reporting period, then we will collect 120% of the last Royalty Fee collected and settle the balance the next period in which you report Gross Sales. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, TikTok, LinkedIn, blogs and other networking and sharing websites, unless you first receive our written approval and any use of social media must be in strict accordance with our requirements. 3 Brand Fund Contribution payments are due at the same time and in the same manner as Royalty Fees. You are required to set up authorization at your bank to allow the Brand Fund to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report Gross Sales for a required period, then the Brand Fund will collect 120% of the last Brand Fund Contribution collected and settle the balance the next period in which you report sales. 4 We may offer mandatory and/or optional additional training programs periodically, including an annual business meeting or convention. If we require it, you must participate in additional training, which may include up to five days at an annual business meeting or convention at a location we designate. 5 In the event of your death or disability, your default of the Franchise Agreement, absence of a qualified general manager, or other reasons, in our sole discretion, we may provide interim on-site management of your Franchised Business. 6 We may establish quality assurance programs conducted by third-party providers, such as mystery shop programs and periodic quality audits, to monitor the operations of your Franchised Business. If we require it, you must subscribe and pay the fees for any such program. 7 You must indemnify and hold us, our affiliates, and all of our respective officers, directors, agents, and employees harmless from and against any and all claims, losses, costs, expenses, liability, and damages arising directly or indirectly from, as a result of, or in connection with your business operations under the Franchise Agreement, as well as the costs, including attorneys’ fees, of defending against them. 8 We may, but have no obligation to, correct any deficiency you fail to correct in the Franchised Business and/or your operation of the Franchised Business or take steps to modify, alter or de-identify the Franchised Business location upon the termination or expiration of the Franchise Agreement. You will reimburse us for our costs and expenses incurred to correct any deficiency or to modify, alter or de-identify the Franchised Business location.
Page 7 BeBalanced FDD 2023 G and turned over to the governmental authority imposing the tax, (b) properly documented refunds to customers, and (c) properly documented promotional discounts (i.e. coupons). If you do not report Gross Sales for any reporting period, then we will collect 120% of the last Royalty Fee collected and settle the balance the next period in which you report Gross Sales. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, TikTok, LinkedIn, blogs and other networking and sharing websites, unless you first receive our written approval and any use of social media must be in strict accordance with our requirements. 3 Brand Fund Contribution payments are due at the same time and in the same manner as Royalty Fees. You are required to set up authorization at your bank to allow the Brand Fund to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report Gross Sales for a required period, then the Brand Fund will collect 120% of the last Brand Fund Contribution collected and settle the balance the next period in which you report sales. 4 We may offer mandatory and/or optional additional training programs periodically, including an annual business meeting or convention. If we require it, you must participate in additional training, which may include up to five days at an annual business meeting or convention at a location we designate. 5 In the event of your death or disability, your default of the Franchise Agreement, absence of a qualified general manager, or other reasons, in our sole discretion, we may provide interim on-site management of your Franchised Business. 6 We may establish quality assurance programs conducted by third-party providers, such as mystery shop programs and periodic quality audits, to monitor the operations of your Franchised Business. If we require it, you must subscribe and pay the fees for any such program. 7 You must indemnify and hold us, our affiliates, and all of our respective officers, directors, agents, and employees harmless from and against any and all claims, losses, costs, expenses, liability, and damages arising directly or indirectly from, as a result of, or in connection with your business operations under the Franchise Agreement, as well as the costs, including attorneys’ fees, of defending against them. 8 We may, but have no obligation to, correct any deficiency you fail to correct in the Franchised Business and/or your operation of the Franchised Business or take steps to modify, alter or de-identify the Franchised Business location upon the termination or expiration of the Franchise Agreement. You will reimburse us for our costs and expenses incurred to correct any deficiency or to modify, alter or de-identify the Franchised Business location.
Page 7 BeBalanced FDD 2023 G and turned over to the governmental authority imposing the tax, (b) properly documented refunds to customers, and (c) properly documented promotional discounts (i.e. coupons). If you do not report Gross Sales for any reporting period, then we will collect 120% of the last Royalty Fee collected and settle the balance the next period in which you report Gross Sales. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, TikTok, LinkedIn, blogs and other networking and sharing websites, unless you first receive our written approval and any use of social media must be in strict accordance with our requirements. 3 Brand Fund Contribution payments are due at the same time and in the same manner as Royalty Fees. You are required to set up authorization at your bank to allow the Brand Fund to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report Gross Sales for a required period, then the Brand Fund will collect 120% of the last Brand Fund Contribution collected and settle the balance the next period in which you report sales. 4 We may offer mandatory and/or optional additional training programs periodically, including an annual business meeting or convention. If we require it, you must participate in additional training, which may include up to five days at an annual business meeting or convention at a location we designate. 5 In the event of your death or disability, your default of the Franchise Agreement, absence of a qualified general manager, or other reasons, in our sole discretion, we may provide interim on-site management of your Franchised Business. 6 We may establish quality assurance programs conducted by third-party providers, such as mystery shop programs and periodic quality audits, to monitor the operations of your Franchised Business. If we require it, you must subscribe and pay the fees for any such program. 7 You must indemnify and hold us, our affiliates, and all of our respective officers, directors, agents, and employees harmless from and against any and all claims, losses, costs, expenses, liability, and damages arising directly or indirectly from, as a result of, or in connection with your business operations under the Franchise Agreement, as well as the costs, including attorneys’ fees, of defending against them. 8 We may, but have no obligation to, correct any deficiency you fail to correct in the Franchised Business and/or your operation of the Franchised Business or take steps to modify, alter or de-identify the Franchised Business location upon the termination or expiration of the Franchise Agreement. You will reimburse us for our costs and expenses incurred to correct any deficiency or to modify, alter or de-identify the Franchised Business location.
Page 7 BeBalanced FDD 2023 G and turned over to the governmental authority imposing the tax, (b) properly documented refunds to customers, and (c) properly documented promotional discounts (i.e. coupons). If you do not report Gross Sales for any reporting period, then we will collect 120% of the last Royalty Fee collected and settle the balance the next period in which you report Gross Sales. You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. 2 Upon our request, you must furnish us with a quarterly report and documentation of local advertising expenditures during the previous calendar quarter. You may not use social media platforms, such as Facebook, Twitter, Instagram, TikTok, LinkedIn, blogs and other networking and sharing websites, unless you first receive our written approval and any use of social media must be in strict accordance with our requirements. 3 Brand Fund Contribution payments are due at the same time and in the same manner as Royalty Fees. You are required to set up authorization at your bank to allow the Brand Fund to electronically transfer funds from your bank account to the Brand Fund’s bank account. Interest and late fees will apply to any late payments or electronic funds transfer requests denied due to insufficient funds. If you do not report Gross Sales for a required period, then the Brand Fund will collect 120% of the last Brand Fund Contribution collected and settle the balance the next period in which you report sales. 4 We may offer mandatory and/or optional additional training programs periodically, including an annual business meeting or convention. If we require it, you must participate in additional training, which may include up to five days at an annual business meeting or convention at a location we designate. 5 In the event of your death or disability, your default of the Franchise Agreement, absence of a qualified general manager, or other reasons, in our sole discretion, we may provide interim on-site management of your Franchised Business. 6 We may establish quality assurance programs conducted by third-party providers, such as mystery shop programs and periodic quality audits, to monitor the operations of your Franchised Business. If we require it, you must subscribe and pay the fees for any such program. 7 You must indemnify and hold us, our affiliates, and all of our respective officers, directors, agents, and employees harmless from and against any and all claims, losses, costs, expenses, liability, and damages arising directly or indirectly from, as a result of, or in connection with your business operations under the Franchise Agreement, as well as the costs, including attorneys’ fees, of defending against them. 8 We may, but have no obligation to, correct any deficiency you fail to correct in the Franchised Business and/or your operation of the Franchised Business or take steps to modify, alter or de-identify the Franchised Business location upon the termination or expiration of the Franchise Agreement. You will reimburse us for our costs and expenses incurred to correct any deficiency or to modify, alter or de-identify the Franchised Business location.
We do not place local advertising on your behalf, and we have no obligation to spend any amount on advertising in your area or territory. You are responsible for local advertising placement. If feasible, you may do cooperative advertising with other BeBalanced franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, Instagram, LinkedIn, YouTube, TikTok, or any other social media and/or networking site without our prior written approval. Brand Fund (Franchise Agreement, Section 13.3)
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 5 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
The Computer System allows us to independently and remotely access all of your sales data, including your Gross Sales, through the internet.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Within thirty (30) days after the close of each calendar quarter and within ninety (90) days after the close of each fiscal year, Franchisee will furnish Franchisor a full and complete written statement of income and expense and a profit and loss statement for the operation of the Franchised Business during said…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
You are required to purchase all initial inventory and operating supplies required for the operation of your Franchised Business from our affiliate, IHA Distribution, LLC (“Affiliate”), the sole designated supplier of these items.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have formed an advisory council made up of franchisees to advise us on advertising policies, operations, and new products and services.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor has full rights to vary standard specifications and practices for any other franchisee at any time without giving Franchisee comparable rights.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
3175887Item 8
In our last fiscal year ended December 31, 2022, our Affiliate earned $3,175,887 in revenue from the sale of these items to our franchisees.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
40Item 8
approximately 40% to 45% of your costs for ongoing operation
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
Along with your written request that we approve a proposed item or supplier, you must pay an evaluation fee of $500 to offset our cost for time, review, and testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like us to consider another item or supplier, you must provide a written request to us and have the supplier give us samples of its product or service and any other information that we may require.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon the expiration or termination of this Agreement, Franchisor may exercise its authority, pursuant to such documents, to obtain any and all of Franchisee’s rights to the telephone numbers of the Franchised Business and all related telephone directory listings and other business listings, and all internet listings…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee, at Franchisee’s sole cost and expense, shall implement all computer hardware, software, and internet security procedures, including required updates or upgrades thereto, that are reasonably necessary to protect Franchisee’s computer and payment processing systems and the data stored therein from viruses…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
conduct inspections of your Franchised Business, at the frequency and duration that we deem advisable.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisee shall operate all aspects of the Franchised Business in accordance with the Manual, as they may from time to time be modified by Franchisor
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
No site may be used for the location of the Franchised Business unless it is consented to in writing by Franchisor.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Franchisee shall not establish any website or other listing on the internet except as provided and specifically permitted herein.
Is a minimum grand opening advertising spend required?
YesFranchise agreement
Franchisee shall expend Twelve Thousand Dollars ($12,000) on creation of a grand opening advertising campaign to promote the opening of the Franchised Business, which shall include advertising, marketing, social media, and promotional elements.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
Each month, you are required to spend (a) 8% of Gross Sales or (b) $3,500, whichever is greater, on local advertising in your territory.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a cooperative is established during the term of your Franchise Agreement, you must sign all documents we request and become a member of the cooperative according to the terms of the documents.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase all equipment (including computer systems, hardware and software), fixtures, inventory, supplies and services from our designated suppliers and contractors or in accordance with our specifications.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all equipment (including computer systems, hardware and software), fixtures, inventory, supplies and services from our designated suppliers and contractors or in accordance with our specifications.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
You are required to set up authorization at your bank to allow us to electronically transfer funds from your bank account to our bank account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
Franchisee shall designate and retain at all times a general manager (“General Manager”) to direct the operation and management of the Franchised Business outlet.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee, at Franchisee’s sole expense, shall install and maintain the POS System and computer hardware and software Franchisor requires for the operation of the Franchised Business and shall follow the procedures related thereto that Franchisor specifies in the Manual or otherwise in writing.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
The Computer System allows us to independently and remotely access all of your sales data, including your Gross Sales, through the internet.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
See footnote 4. Remedial Our then-current trainer per As incurred We may impose this fee, payable to Training diem rate, plus expenses us, if you request additional training at your premises, or if you are Current rate = $400 operating below our standards and we require you to have additional training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
If required by Franchisor, Franchisee or Franchisee’s Principals shall participate in the following additional training: (i) on-going training for up to five (5) days per year at a location designated by Franchisor; and (ii) an annual national meeting or convention for up to five (5) days at a location designated by…
The filing answers no to 3 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 6
The vendor opportunity at BeBalanced Item 19 makes a financial performance representation, and unit count held flat (0% year-over-year growth).
Who controls software purchasing Item 2 names CEO David Mathew Cutillo, CFO William E. Warrin, and Diane Rizio, Director of Franchise Development and Operations. Warrin and Rizio are the more likely contacts for vendor and technology decisions given their finance and franchise-operations remits. On the ground, BeBalanced's 17 mapped operators split between 12 single-unit owners and 5 multi-unit operators across roughly 24 located units, concentrated in Pennsylvania (12), with smaller footprints in Texas (4), Florida (2), Maryland (1) and Virginia (1) — a mix that puts real purchasing weight on both HQ and larger operators.
Tech named in the FDD, and what is actually required The FDD names Facebook, Instagram, LinkedIn, TikTok, Twitter (X) and YouTube, but requires none of them — every one of these appears in the filing as a marketing or social-media reference rather than a mandated system.
Procurement, renewals, and timing Item 8 sets a designated-suppliers-only model. Franchisees must purchase equipment, fixtures, inventory and supplies from designated suppliers and contractors, and initial inventory and operating supplies must come from the franchisor's affiliate, IHA Distribution, LLC, its sole designated supplier for those categories. Franchisees can propose alternate suppliers for approval. Item 17 allows one additional 10-year renewal term for franchisees in good standing, with six months' notice, a renewal fee, and a new franchise agreement that may carry different terms.
How to read the BeBalanced FDD The 2024 BeBalanced FDD, filed with state franchise regulators, is embedded below via the PDF viewer, covering Items 2, 8, 17 and 19. For a ranked list of franchise systems like this one worth pitching, talk to FranCloud.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
BeBalanced, answered from the filing
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Operator footprint
Who runs the locations
17 operators run 24 mapped locations. 5 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| PA | 12 |
|---|---|
| TX | 4 |
| FL | 2 |
| MD | 1 |
| VA | 1 |
Related Health services brands
Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.