Yeung's Lotus Express logo

Yeung's Lotus Express Franchise

Audited Financials
Food and BeverageEst. 1997Coral Gables, FL
www.irmgusa.com/wok-a-holic-and-yeungs-lotus-express

Risk Score

Pending analysis

Investment Range

$295,000 - $1,403,500

Franchise Fee

$20,000

Total US Locations

26

Business Summary

Yeung's Lotus Express operates fast-food restaurants, often in shopping mall food courts, that specialize in Chinese-themed food items, beverages, and promotional products. The restaurants feature a counter-service model with a distinctive design and layout, including tiled walls, steam tables, and a full kitchen. New locations primarily use the 'Wok A Holic' brand, while existing 'Yeung's Lotus Express' restaurants are encouraged to rebrand.

Corporate History

Yeung's Lotus Express Franchise Corp. was incorporated in Florida on May 2, 1997, and operates under the names 'Yeung's Lotus Express' and 'Wok A Holic'. An affiliated company, Chinese Cafes of America, Inc. (CCA), has operated a similar Chinese food business since 1987. Another affiliate, International Restaurant Management Group, Inc. (IRMG), began operating Wok A Holic restaurants in 2016. In 2020, Yeung's Lotus Express Franchise Corp. started rebranding its restaurants to Wok A Holic, with IRMG transferring all rights to the Wok A Holic trade name. The company has been offering and selling franchises since 1998.

Financial Overview

Investment Range

$295,000 - $1,403,500

Franchise Fee (Low)

$20,000

Franchise Fee (High)

$30,000

Royalty %

5%

Equipment Costs (Low)

$166,000

Equipment Costs (High)

$650,000

Working Capital

$15,000

Audited Financials

Yes

Offers Financing

No

Audit Opinion

Unqualified opinion

Financial Health Notes

The financial statements for Yeung's Lotus Express Franchise Corp. indicate a financially stable company. The auditors have issued an unqualified opinion, meaning the financial statements are presented fairly in all material respects, and no substantial doubt about the company's ability to continue as a going concern was identified. The company demonstrates consistent profitability with net income increasing each year from 2021 to 2023. It also shows strong working capital, with current assets significantly exceeding current liabilities in both 2022 and 2023, and consistent positive cash flow from operating activities.

Financing Details

Yeung's Lotus Express Franchise Corp. does not directly or indirectly offer financing for any part of the initial investment. However, the franchisor or a related company may lease the restaurant premises and then assign or sublease them to the franchisee. The franchisor does not guarantee any franchisee notes, leases, or obligations.

Performance Metrics

Total US Locations

26

Franchised Units

12

Corporate Units

14

Avg Square Footage

750

Franchising Since

1998

Agreement Terms

Initial Term

10 years

Renewal Term

10 years

Renewal Conditions

To renew their franchise agreement, Yeung's Lotus Express franchisees must not be in default of their agreement, have a record of satisfactory inspections, provide written notice of their intent to renew, and pay a renewal fee equal to half of the then-current initial franchise fee. Franchisees are also required to sign a general release and upgrade their restaurant to meet the current brand standards. The renewal will involve signing a new franchise agreement with the terms then in use, which may differ from their original agreement.

Training & Support Program

Franchisor Assistance

Yeung's Lotus Express provides various forms of assistance to its franchisees. Before opening, the franchisor helps with site approval and counseling, offers guidance for lease negotiation, and provides assistance with preparing architectural plans and construction arrangements. They also help with securing government approvals and permits, and with ordering and supervising the installation of equipment and initial inventory. The franchisor may also, at its discretion, sublease the premises to the franchisee. Franchisees receive opening assistance for 6 days (2 days before and 4 days after opening). The franchisor loans an Operating Manual, provides standard menu formats, uniform specifications, and lists of approved suppliers, and evaluates franchisee-recommended suppliers. Initial training, lasting a minimum of 120 hours over 2.5 weeks, is provided in South Florida for the franchisee or general manager and 1-2 additional persons, including a full-time cook. After opening, Yeung's Lotus Express periodically determines quality standards, conducts inspections, develops advertising and promotional campaigns, and provides a uniform reporting system.

Initial Training Hours

120

Training Location

Training center in Coral Gables, Florida, and operating restaurants in South Florida

Ongoing Support

After opening, Yeung's Lotus Express provides ongoing support by periodically setting standards for quality, service, production, merchandising, and advertising. The franchisor conducts periodic inspections to maintain uniformity and quality control across all restaurants and develops advertising, public relations, and promotional campaigns for the brand, though there is no obligation to advertise equally for all markets or franchisees. Franchisees are provided with a uniform reporting system. While there is currently no Marketing Fund, one may be established in the future. The franchisor may also require franchisees and their trained personnel to attend periodic refresher courses, and additional training can be requested, with the franchisee covering the associated costs.

Franchise Requirements

Ideal Candidate Profile

Yeung's Lotus Express seeks qualified individuals or legal entities willing to operate a fast-food restaurant with a Chinese food theme, typically located in shopping mall food courts. The controlling shareholder or managing partner of the franchisee must personally participate in the direct operation of the business, or a trained manager must be on-site. Candidates should be prepared to operate in a competitive restaurant market and be able to support their living expenses for one year without relying on business draws, as recommended by the franchisor. A manager must complete the franchisor's initial training and obtain a ServSafe Food Safety Certification or equivalent, as required by local laws.

Industry Experience Required

No

Management Experience Required

No

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

retail

Owner Participation

hands-on

Territory Type

Non-Exclusive

Territory Size Requirements

Yeung's Lotus Express grants franchises for a specific location, without an exclusive or protected territory for individual units. For area developers, territories are usually defined by political boundaries such as city limits or county lines.

Staffing Notes

Each Yeung's Lotus Express restaurant must be managed by a person trained and approved by the franchisor in the System's methods and procedures. If the franchisee is an individual, it is recommended that they serve as the trained manager. All persons attending the initial training program, including a full-time cook, must sign a Confidentiality, Non-Disclosure, and Non-Competition Agreement. The manager of the franchised business must also obtain a current ServSafe Food Safety Certification (or equivalent) and comply with any state or local food service handler licensing requirements.