Is 'Client Pricing and Our Professional Services Agreements' a required section of the initial training for Focus Cfo franchisees?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
6.1. Initial training on the Focus CFO standard business development process and client delivery best practices. The initial training program starts with Franchisee completing the required sections of Focus CFO's Playbook, which can be accessed and completed remotely. After completing the required sections, a representative of Focus CFO will meet with Franchisee to review the material.
7.1. Playbook. Franchisee will have access to Focus CFO's full Playbook within two (2) business days of signing this Agreement and Franchisee's payment of the Franchise Fee.
- 7.1.1.
Required.
Franchisee shall complete the required sections of the Playbook within two (2) weeks of signing this Agreement as part of Franchisee's initial training.
Franchisee will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
- 7.5.
Client Engagement and Professional Service Agreements.
The following requirements relating to engagement of Focus CFO clients are necessary to protect Focus CFO's System and the Focus CFO Marks.
- 7.5.1.
All contracts with clients for CFO Services must be entered into by Focus CFO and not by Franchisee.
Focus CFO's standard Professional Service Agreement
- ("PSA") is used on all client engagements.
The PSAs are prepared through a centralized preparation process to ensure contractual language, pricing and terms adhere to Focus CFO's standards.
Contract terms cannot deviate from standard document without the written consent of Focus CFO.
Franchisee is responsible for coordinating the preparation and successful execution of client PSAs through the centralized preparation process.
Franchisee is authorized to execute Focus CFO's standard PSA, as prepared and approved by Focus CFO through the centralized preparation process, on behalf of Focus CFO.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
Based on the 2025 Franchise Disclosure Document, Focus Cfo franchisees receive initial training on the standard business development process and client delivery best practices. This training starts with completing required sections of Focus CFO's Playbook remotely, followed by a review with a Focus CFO representative. Franchisees must complete these sections within two weeks of signing the Franchise Agreement and paying the Franchise Fee. Franchisees cannot participate in group marketing or client meetings until the initial training is complete.
While the FDD mentions that the Focus CFO Playbook is part of the initial training, it does not specifically list 'Client Pricing and Our Professional Services Agreements' as a required section. However, the FDD does state that all client contracts for CFO Services must be entered into by Focus CFO, using their standard Professional Service Agreement (PSA). These PSAs are prepared through a centralized process to ensure adherence to Focus CFO's standards, and franchisees are responsible for coordinating the preparation and execution of these agreements.
Given the importance of PSAs and client engagement, it is highly likely that training on client pricing and service agreements is included within the initial training or covered in the Focus CFO Playbook. A prospective franchisee should confirm with Focus CFO whether 'Client Pricing and Our Professional Services Agreements' is explicitly covered in the initial training or Playbook, and if not, how these critical aspects of client management are addressed during the onboarding process.