About Balance Pan-Asian Grille Franchise
Balance Pan-Asian Grille is a brick-and-mortar fast-casual restaurant franchise specializing in a specialty menu of Asian Fusion items.
Franchisees operate restaurants offering freshly prepared snacks, bowls, Asian tacos, bubble teas, proprietary sauces, and other products for on-premises and carry-out consumption.
The target customers are retail consumers seeking healthy Asian fusion-style dining in an indoor restaurant setting typically ranging from 1,400 to 2,200 square feet, located in downtown storefronts, suburban centers, entertainment centers, and shopping centers.
Balance Pan-Asian Grille Franchise Cost & Fees
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $35,000 | One-time payment upon signing |
| Royalty Fee | 6% of Net Sales of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | 3% of Net Sales (currently allocated 2% to National Marketing Fund and 1% for local marketing and promotion) | National brand fund |
| Total Investment Range | $35,000 – $35,000 | Includes build-out, inventory, working capital |
The investment range of $35K–$35K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (6% of Net Sales) and marketing fee (3% of Net Sales (currently allocated 2% to National Marketing Fund and 1% for local marketing and promotion)) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $35,000 | $35,000 |
| Lease (5 months rent) | N/A | N/A |
| Utility Deposit | N/A | N/A |
| Architect Fees | N/A | N/A |
| Construction Costs | N/A | N/A |
| Expenses for Initial Training | N/A | N/A |
| Business Licenses and Permits | N/A | N/A |
| Business Insurance | N/A | N/A |
| Initial Inventory | N/A | N/A |
| Computer Hardware & Software | N/A | N/A |
| Furniture, Fixtures & Equipment | N/A | N/A |
| Signage | N/A | N/A |
| Grand Opening Marketing Program | N/A | N/A |
| Professional Fees | N/A | N/A |
| Additional Funds (3 months) | N/A | N/A |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $15,000 if transferee is not an existing Balance Pan-Asian Grille franchisee; $5,000 if transferee is an existing franchisee; plus any applicable broker fees |
| Renewal Fee | $10,000 |
| Technology Fee | Base monthly fee plus per-interval charges for Additional Technology Support beyond first 10 hours per month; amount may be modified upon notice |
| Audit Fee | Cost of inspection or audit plus reasonable related costs and expenses, only due if information provided was materially inaccurate or misleading |
| Interest on Late Payments | 1.5% per month on missed, overdue, or insufficient payments |
| Supplier/Vendor Approval | Cost of inspection of supplier's facilities and/or test of supplier's samples, plus reasonable related costs |
| Product and Equipment Purchases | Variable, for products and equipment purchased from or through franchisor |
| Securities Offering Fee | $10,000 or reasonable costs and expenses if more |
| Relocation Fee | $5,000 plus reasonable costs and expenses |
| Additional Training | Discounted per-person training fee for replacement Core Personnel or additional trainees |
| Cost of Enforcement or Defense | Variable, reimbursement of franchisor's costs including reasonable attorneys' fees |
| Insurance | Actual costs if franchisee fails to purchase required insurance and franchisor exercises right to buy on their behalf |
| Indemnification | All costs and expenses including attorneys' fees, only due if indemnification clause is invoked |
| Additional Tech Vendor Fees | Variable, fees by tech vendors for products/services beyond those covered by Technology Fee |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Approximately 6-7 weeks total (Phase 1: approximately 4 weeks; Phase 2: approximately 3 weeks) |
| Classroom Training | Virtual prework training hours plus classroom/virtual instruction during Phase 1 |
| On-the-Job Training | In-store training during Phase 1 at HQ Toledo plus 3 weeks on-site Phase 2 training at franchisee's location |
| Training Location | Phase 1: Franchisor headquarters in Toledo, Ohio (and virtual via ExpandShare LMS portal); Phase 2: Franchisee's location |
| Additional Training | Franchisor may require Core Personnel to attend refresher courses, seminars, and other training programs periodically. Franchisee may be required to enroll employees in web-based training programs. Additional or replacement training available at discounted per-person fee. Multi-unit franchisees may have modified Phase 2 training. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected |
| Exclusive Territory | No |
| Territory Size | Circle with a specified radius centered at the front door of the Restaurant |
| Description | You will not receive an exclusive territory. You may face competition from other franchisees, from outlets that we own, from other channels of distribution, or competitive brands that we control. However, during the term of the Franchise Agreement, so long as you remain in compliance, franchisor will not establish nor license anyone else to establish another Balance Pan-Asian Grille Restaurant at any location within the Protected Area. Franchisor reserves all other rights including establishing Restaurants outside the Protected Area, at Non-Traditional Facilities or Captive Market Locations inside or outside the Protected Area, selling products through grocery stores and other retail channels, and operating other brands. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 10 years from the date the franchisee first opens the Franchised Business |
| Renewal Term | One additional consecutive successor term of 10 years |
| Renewal Fee | $10,000 |
| Renewal Conditions | Timely written notice of intent to renew (at least 3 months but not more than 12 months before term expires); refurbishment to comply with then-current standards for new Restaurants; compliance with agreement terms during term and at time of renewal; timely compliance with all financial obligations; execution of then-current form of franchise agreement (which may contain materially different terms); payment of renewal fee; execution of renewal agreement with general release; compliance with then-current personnel and training requirements; demonstrated right to remain at accepted location |
| Transfer Fee | $15,000 if transferee is not an existing Balance Pan-Asian Grille franchisee; $5,000 if transferee is an existing franchisee |
| Transfer Conditions | General release required; transferee designated as Principal and must sign agreement; proposed new Principals must meet educational, managerial, and business standards; execution of then-current franchise agreement; Major Remodeling if requested; payment of all monetary obligations; transferor remains liable for pre-transfer obligations; transferee's Core Personnel must complete required training; payment of transfer fee; transferor bound by post-term covenants |
| Termination for Cause | Default under Franchise Agreement including: failure to obtain Accepted Location or open on time; abandonment; felony conviction; threat to public health or safety; unauthorized transfer; disclosure of confidential information; failure to complete transfer within reasonable time; maintaining false books or records; three or more material defaults in any 52-week period; purchasing from unapproved suppliers; fraudulent or deceptive practices; unauthorized use of Proprietary Marks |
| Non-Compete Period | 2 years after expiration, termination, or transfer |
| Non-Compete Details | During the franchise term: no geographic limitation on prohibition against engaging in a Competitive Business (any food service business where healthy Asian fusion-style menu items including tacos, buildable bowls, and/or bubble tea-based drinks comprise 20% or more of gross revenues). After term: 2-year prohibition within 3 miles of (a) the Accepted Location and (b) any other then-existing or planned Restaurant business operating under the System. Also prohibited from selling, leasing, or transferring the Accepted Location to anyone who intends to operate a Competitive Business for 2 years. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | The Market Operations Person must devote full-time energy and best efforts to the management and operation of the Franchised Business, must own at least 10% of the voting and ownership interests in the franchisee entity (unless prior written approval for smaller interest), and must successfully complete the initial training program. The Restaurant must always be managed by the Market Operations Person who has successfully completed initial training. |
| Required Suppliers | Balance Campus, LLC (franchisor affiliate) is currently the only designated supplier for certain food items and some furniture, fixtures, and equipment. Franchisor is presently the only approved supplier for some food items. |
| Supply Restrictions | Franchisee must purchase all Input Items only from approved suppliers. Franchisee must sell only approved Products and Services. Franchisor estimates approximately 85% of total cost of establishing a franchised business and approximately 65% of the cost of continued operation must come from designated or approved sources. |
| Franchisor Revenue from Suppliers | Neither franchisor nor its affiliates derived any revenue from the sale of products to franchisees and licensees during 2022. Franchisor has the right to collect and retain all Allowances (manufacturing allowances, marketing allowances, rebates, credits, monies, payments, or benefits) offered by suppliers based upon franchisee purchases. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | Franchisor does not offer direct or indirect financing. Franchisor does not guarantee franchisee's note, lease, or obligation. |
Balance Pan-Asian Grille Franchise Earnings — Item 19
Balance Pan-Asian Grille does not include an Item 19 financial performance representation in their FDD. Contact information for current and former franchisees is listed in Item 20 of the FDD.
Balance Pan-Asian Grille Litigation & Risk Flags
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Balance Pan-Asian Grille System Growth
Balance Pan-Asian Grille currently operates 1 franchised locations and 4 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2020 | 0 | 0 | 4 |
| 2021 | 0 | 0 | 4 |
| 2022 | 1 | 0 | 5 |
Transfers: 0 | Closures: 0
State Registrations
Registered in 4 states: IL, IN, MI, WI
Franchisor Financials (Item 21)
Audited by CliftonLarsonAllen LLP for year ending December 31.
Balance Pan-Asian Grille Franchise — FAQ
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