About The Happy Mixer Franchising Company Franchise
The Happy Mixer is a retail bakery franchise specializing exclusively in 100% gluten free products including donuts, cakes, cookies, muffins, bagels, and bread, all made using time tested, award winning recipes.
Franchising since 2020, the brand serves the growing population of customers seeking gluten free baked goods from a dedicated, contamination free bakery environment.
The initial franchise fee is $35,000.
The Happy Mixer Franchising Company Franchise Cost & Fees
Minimum Investment
$349K
Average Investment
$453K
Maximum Investment
$557K
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $35,000 | One-time payment upon signing |
| Royalty Fee | 6% of Gross Sales of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Brand Fund Contribution: 2% of Gross Sales (may increase to 3%); Local Advertising Requirement: Currently 1% of Gross Sales (may increase to 5% of Gross Sales or $1,500 per month, whichever is greater); Advertising Cooperative: Currently none, but when established, up to 1% of Gross Sales. | National brand fund |
| Total Investment Range | $348,925 – $556,700 | Includes build-out, inventory, working capital |
The investment range of $349K–$557K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (6% of Gross Sales) and marketing fee (Brand Fund Contribution: 2% of Gross Sales (may increase to 3%); Local Advertising Requirement: Currently 1% of Gross Sales (may increase to 5% of Gross Sales or $1,500 per month, whichever is greater); Advertising Cooperative: Currently none, but when established, up to 1% of Gross Sales.) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee | $35,000 | $35,000 |
| Real Estate Deposits | $12,000 | $18,000 |
| Utility Deposits | $3,100 | $4,500 |
| Construction, Leasehold Improvements Furniture, Fixtures, Furnishings and Décor | $99,350 | $155,500 |
| Grand Opening Advertising | $3,000 | $7,000 |
| Equipment | $140,075 | $239,700 |
| Computer System and POS System | $2,950 | $4,250 |
| Insurance | $1,050 | $1,950 |
| Signage | $7,900 | $11,500 |
| Initial Inventory | $10,000 | $20,000 |
| Licenses and Permits | $300 | $700 |
| Professional Fees | $6,500 | $15,000 |
| Training Expenses | $800 | $4,100 |
| Printing, Stationary and Office Supplies | $5,000 | $9,000 |
| Additional Funds (3 months) | $21,900 | $30,500 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | The greater of (i) $17,500 or (ii) 50% of then-current initial franchise fee. |
| Renewal Fee | The greater of (i) $17,500 or (ii) 50% of then-current initial franchise fee. |
| Technology Fee | Currently $0, may institute a fee not to exceed the greater of 25% annually or $200 per month, plus direct price increases from third-party vendors. |
| Audit Fee | Cost and expenses of audit plus interest on any underpayments at the lower of 1.5% per month or the highest rate available by law. |
| Continuing Training | You are responsible for both you and your trainees’ expenses including travel, lodging, meals and applicable wages. No fee for continuing training. |
| Additional Training Fee Requested by You | $500 per day, per person (may increase to $1,000 per day, per person in any year, plus trainer's wage increases). You are responsible for your trainees’ expenses including travel, lodging, meals and applicable wages. |
| Required Training Fee | $500 per day, per person (may increase to $1,000 per day, per person in any year, plus trainer's wage increases). You are responsible for your trainees’ expenses including travel, lodging, meals and applicable wages. |
| On-Site Assistance or Training | Our per diem cost per trainer ($500 per day, per person) plus expenses. |
| Quality Assurance; Mystery Shopper or Secret Customer Program Fee | Our costs and expenses, not to exceed $500 per visit. You must reimburse us for our actual out-of-pocket expenses. |
| Reimbursement Fee | Reimbursement amount paid plus an additional ten percent (10%) of the amount as an administrative charge. |
| Reporting Non-Compliance Fee | $150 per week. |
| Operations Non-Compliance Fee | $450 to $1,000 per occurrence. |
| Annual Meeting and Conference | Currently none, but when held, up to $250 per attendee. You are responsible for your attendees’ expenses including travel, lodging, meals and applicable wages. We will not charge this fee more than once per year. |
| Relocation Fee | Our costs and expenses associated with the relocation. |
| Interest on Overdue Amounts | The lower of 1.5% interest per month or the highest rate available by law. |
| Management Fee | 20% of Gross Sales, plus expenses. |
| Insurance | The premium plus 20% of the premium. |
| Testing or Supplier Approval Fee | Our costs and expenses. |
| Indemnification | Amount will vary under the circumstances. |
| Costs of Enforcement and Defense | Amount will vary under the circumstances. |
| Insufficient Funds Fee | $50 per violation. |
| Reimbursement of Taxes | Will vary. |
| POS Software License Fee | $350 per month. |
| Fee for Failure to Submit Reports | Costs and expenses (plus interest on past due amounts) and 125% of Royalty Fee and Brand Fund Contribution based on last reported Gross Sales. |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Approximately eighty (80) hours total, between seven (7) to nine (9) hours per day. |
| Classroom Training | 24 |
| On-the-Job Training | 56 |
| Training Location | Bucks County, Pennsylvania or another location designated by the franchisor. |
| Additional Training | The franchisor may offer continuing training courses, which may be mandatory for the Operating Principal and GM, at locations selected by the franchisor or virtually. No tuition fee is charged for mandatory continuing training, but franchisees are responsible for all expenses (wages, travel, lodging, meals). Additional training requested by the franchisee or required by the franchisor (outside of mandatory continuing training) costs $500 per person, per day (may increase to $1,000 per day, per person in any year, plus trainer's wage increases), plus franchisee's expenses. On-site training, if provided, costs $500 per trainer, per day plus trainer's expenses. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected Area |
| Exclusive Territory | No |
| Territory Size | Typically the smaller of approximately 150,000 people or a five (5) mile straight-line radius from the front door of your Bakery. |
| Description | The Franchise Agreement grants the right to open a Bakery at a specified Location within a designated Protected Area, where the franchisor agrees not to locate another franchised or company/affiliate-owned The Happy Mixer Bakery. However, it is not an "exclusive territory" as the franchisor reserves the right to locate a Bakery in a "Reserved Venue" within the Protected Area. The franchisor and affiliates can also operate other businesses or sell products outside the Protected Area, regardless of proximity. The Protected Area can be modified upon renewal or if System Standards are not met. Franchisees are prohibited from directly marketing outside their Protected Area without approval. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | Ten (10) years |
| Renewal Term | One (1) additional ten (10) year term |
| Renewal Fee | The greater of (i) $17,500 or (ii) 50% of then-current initial franchise fee. |
| Renewal Conditions | Franchisee must provide 180-270 days prior notice, complete all necessary refurbishment/upgrading, be in good standing, satisfy all monetary obligations, execute the then-current franchise agreement and ancillary agreements, satisfy then-current training requirements, sign a general release, obtain lease extension/renewal, agree to reasonable Protected Area modification, and pay the renewal fee. |
| Transfer Fee | The greater of (i) $17,500 or (ii) 50% of then-current initial franchise fee. |
| Transfer Conditions | The transferee and its owners must meet approval criteria (background check, business experience, financial resources), all amounts owed to franchisor/affiliates/third-party creditors must be paid, all required reports submitted, new Operating Principal completes training, transferee enters into then-current franchise agreement (no initial fee), transferee agrees to upgrade Bakery to System Standards, transfer fee paid, transferring owners sign general release, franchisor approves material terms/conditions, and if financed by transferor, transferor's obligations are subordinate to franchisor's. |
| Termination for Cause | Curable defaults include understated Gross Sales, failure to maintain Bakery standards, denying inspection rights, using non-conforming products/ingredients, failure to remit payments, failure to submit reports, failure to maintain insurance, interfering with POS access, operating unsafely, failing to obtain/maintain licenses, or breaching other obligations. Non-curable defaults include unauthorized transfer, failure to commence business within prescribed time, failure to secure approved location within 6 months, abandonment, violating restrictive covenants/IP provisions, bankruptcy, failing initial training, certain judgments/liens, termination of right of possession, knowingly selling non-conforming products, knowingly reporting inaccurate Gross Sales/fraud, repeated defaults, misconduct affecting goodwill, conviction of certain crimes, or failure to pay taxes. |
| Non-Compete Period | During the term of the franchise, and for 24 months after termination or expiration. |
| Non-Compete Details | During the term, owners and spouses cannot directly or indirectly engage in or have interest in any business that creates, develops, or markets 100% gluten-free baked goods or derives more than 10% of revenue from such. Post-term (24 months), owners are prohibited from operating or having an interest in a competitive business (100% gluten-free baked goods, >10% revenue from such) within the Protected Area, within 20 miles of any franchise/company-owned outlet, via Internet/e-commerce, or within 20 miles of any protected area under development. Also prohibited from soliciting franchisor's partners/customers/employees/contractors or disparaging the franchisor/System. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | The Operating Principal or GM, approved by the franchisor, must devote full time to the operation of the Bakery and be onsite on a day-to-day basis. The Operating Principal must own at least 51% of the voting and equity interest in the franchisee entity. Each Bakery must have an approved GM. |
| Required Suppliers | Franchisees are required to purchase certain products and services only from approved suppliers, including manufacturers, distributors, suppliers, vendors, merchants or providers of goods and services ("Approved Suppliers"). These items currently include equipment, ingredients, beverages, any item bearing the Proprietary Marks, and POS System. |
| Supply Restrictions | Franchisees must purchase all food and beverage products, ingredients, equipment, uniforms, POS System, furnishings and other décor, signs and any items bearing the Proprietary Marks according to franchisor specifications and System Standards. The franchisor maintains a list of Approved Suppliers and criteria for approving new suppliers. Franchisees may request approval for alternative suppliers. |
| Franchisor Revenue from Suppliers | Neither the franchisor nor its affiliates derived any revenue from the sale of required products and services to franchisees or received payments from any designated suppliers because of transactions with franchisees during the 2024 fiscal year. However, the franchisor and its affiliates reserve the right to earn revenue from Approved Suppliers, such as rebates or commissions, on account of their sales of any goods or services to franchisees, including required purchases. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | The franchisor does not offer direct or indirect financing, nor does it guarantee the franchisee's note, lease, or obligation. |
The Happy Mixer Franchising Company Franchise Earnings — Item 19
Revenue Range
$125K – $312K
Sample Size
3 units
Past financial performance does not guarantee future results. Individual results will vary.
The Happy Mixer Franchising Company Litigation & Risk Flags
Clean Litigation RecordThe Happy Mixer Franchising Company has no pending litigation actions listed in their FDD. There is also no bankruptcy history disclosed.
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
The Happy Mixer Franchising Company System Growth
Total Units
3
Franchised
0
Company-Owned
3
The Happy Mixer Franchising Company currently operates 0 franchised locations and 3 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2022 | 1 | 0 | 3 |
| 2023 | 0 | 0 | 3 |
| 2024 | 0 | 0 | 3 |
Transfers: 0 | Closures: 0
State Registrations
Registered in 20 states: CA, CT, FL, HI, IL, IN, MD, MI, MN, NE, NY, ND, OR, RI, SD, TX, UT, VA, WA, WI
Franchisor Financials (Item 21)
0
Net Income
$-11,189
Total Assets
$10K
Audited by Keiser Giordano CPAs, P.C. for year ending December 31.
The Happy Mixer Franchising Company Franchise — FAQ
The total investment to open a The Happy Mixer Franchising Company franchise ranges from $348,925 to $556,700, per their Franchise Disclosure Document. This includes the initial franchise fee of $35,000. The investment covers build-out, inventory, equipment, signage, working capital, and other startup costs.
The Happy Mixer Franchising Company charges a royalty fee of 6% of Gross Sales of gross sales, plus a Brand Fund Contribution: 2% of Gross Sales (may increase to 3%); Local Advertising Requirement: Currently 1% of Gross Sales (may increase to 5% of Gross Sales or $1,500 per month, whichever is greater); Advertising Cooperative: Currently none, but when established, up to 1% of Gross Sales. contribution to the marketing/advertising fund. These fees are paid on an ongoing basis.
You can download the The Happy Mixer Franchising Company Franchise Disclosure Document free on this page. The FDD is a public document filed with state franchise registries. Always also request the current FDD directly from The Happy Mixer Franchising Company to ensure you have the most up-to-date version.
According to the Item 19 financial performance representation in their FDD, The Happy Mixer Franchising Company franchise owners report . This is based on a sample of 3 units. Past performance does not guarantee future results.
The Happy Mixer Franchising Company has been franchising since 2020. The FDD shows an investment range of $348,925-$556,700, a 6% of Gross Sales royalty, and includes an Item 19 earnings disclosure. There is no pending litigation. Review the full FDD and contact current franchisees listed in Item 20 before making any investment decision.
The franchise fee is $35,000 and the total investment ranges from $348,925 to $556,700 depending on location size and market. Contact the franchisor directly for current net worth and liquid capital requirements, territory availability, and application details.
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Data Source & Disclaimer: This website is for informational purposes only. It is not an offer to sell or buy a franchise. This profile is based on publicly available FDD data sourced from state franchise registry filings. All information is for research purposes only and does not constitute legal, financial, or investment advice. Data may be outdated or contain errors. Always obtain the current FDD directly from The Happy Mixer Franchising Company and consult a qualified franchise attorney before making any investment decision. FranchiseOverview.com is operated by Franchising Compliance, LLC and is not affiliated with The Happy Mixer Franchising Company or any of its subsidiaries. To report an inaccuracy: info@franchiseoverview.com