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Who is authorized to execute PSA agreements with Focus CFO clients on behalf of Focus CFO?

Q: Who is authorized to execute PSA agreements with Focus CFO clients on behalf of Focus CFO?

to time after written notice by us. ## **ATTACHMENT F TO FRANCHISE AGREEMENT** ## **AUTHORITY TO BIND FOCUS CFO (EFFECTIVE AS OF APRIL 30, 2021)** **Focus CFO has the right to modify the provisions of this Attachment upon 30 days prior written notice.** A Franchisee's ability to bind Focus CFO is limited to the following, all of which require the advance approval of Focus CFO: - 1. Professional Services Agreements (PSA). In accordance with the guidelines set forth in Section 7.5 of the Franchise Agreement, Area Presidents are authorized to execute PSA agreements with Focus CFO clients on behalf of Focus CFO, after they have been prepared and approved by Focus CFO. Source: Item 23 — Receipts (FDD pages 37–126)

Focus_Cfo Franchise · 2025 FDD

Answer from 2025 FDD Document

to time after written notice by us.

ATTACHMENT F TO FRANCHISE AGREEMENT

AUTHORITY TO BIND FOCUS CFO (EFFECTIVE AS OF APRIL 30, 2021)

Focus CFO has the right to modify the provisions of this Attachment upon 30 days prior written notice.

A Franchisee's ability to bind Focus CFO is limited to the following, all of which require the advance approval of Focus CFO:

1. Professional Services Agreements (PSA). In accordance with the guidelines set forth in Section 7.5 of the Franchise Agreement, Area Presidents are authorized to execute PSA agreements with Focus CFO clients on behalf of Focus CFO, after they have been prepared and approved by Focus CFO.

Source: Item 23 — Receipts (FDD pages 37–126)

What This Means (2025 FDD)

According to Focus CFO's 2025 Franchise Disclosure Document, both Area Presidents and Franchisees have the authority to execute Professional Services Agreements (PSAs) with Focus CFO clients under specific conditions. Area Presidents are authorized to execute PSA agreements on behalf of Focus CFO, but only after the agreements have been prepared and approved by Focus CFO. Franchisees are also authorized to execute Focus CFO's standard PSA on behalf of Focus CFO, provided that the PSA has been prepared and approved by Focus CFO through its centralized preparation process.

This centralized preparation process ensures that all contractual language, pricing, and terms adhere to Focus CFO's standards. It also means that contract terms cannot deviate from the standard document without Focus CFO's written consent. The franchisee is responsible for coordinating the preparation and successful execution of client PSAs through this centralized process.

This process protects Focus CFO's system and marks by ensuring consistency and adherence to company standards in all client engagements. It also limits the franchisee's ability to independently alter contract terms, which could potentially expose both the franchisee and Focus CFO to legal or financial risks. Franchisees should be aware that they must follow Focus CFO's procedures and obtain necessary approvals to avoid any issues with client contracts.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.

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