What constitutes the 'Book of Business' for a Focus Cfo Area President?

• 1. Area Presidents are responsible for communicating regularly with CFOs regarding the activities and services being provided to each client in the Area President's Book of Business. This includes a review of the 90-day plan for the client each quarter, with the CFO and the client.

ATTACHMENT B TO THE FRANCHISE AGREEMENT

COMPENSATION POLICY (EFFECTIVE AS OF January 1, 2025)

Focus CFO has the right to modify the provisions of this Compensation Policy as set forth in your Franchise Agreement.

• 1. Area Presidents:
  • A. Area Presidents are paid a base rate. The base rate is determined as follows:
    • i. For clients in the Area President's Book of Business with a signed PSA dated in months one through thirteen after signing this Agreement, the Area President will receive a base rate of thirty percent (30%) of the CFO Services revenue collected by Focus CFO on said clients for the life of these accounts.
    • ii. For clients in the Area President's Book of Business with a signed PSA dated in months fourteen through twenty-four after signing this Agreement, the Area President will receive a base rate of twentyfive percent (25%) of the CFO Services revenue collected by Focus CFO on said clients for the life of these accounts.
    • iii. For clients in the Area President's Book of Business with a signed PSA dated after the Area President's twenty-fourth month after signing this Agreement, the Area President will receive a base rate of twenty percent (20%) of the CFO Services revenue collected by Focus CFO on said clients. The base rate on these accounts shall increase, on a territory-by-territory basis, as the calendar year-todate collections on their Book of Business for a given territory reaches the following tiers.
      • 1. $1 $550,000 = 20%
      • 1. $550,001 $1,100,000 = 25%
      • 1. $1,100,001 $1,650,000 = 30%
      • 1. Revenue over $1,650,000 = 35%

These tiers will be adjusted for inflation and other business factors from time to time.

For purposes of calculating the calendar year-to-date collections, revenue shall include CFO Services revenue.

• F. An Area President who (1) voluntarily terminates their Franchise Agreement and elects to be a Licensee to perform CFO Services; or (2) performs more than eight (8) days of billable client work a month as a CFO will not be paid the base rate payment on their Book of Business (as outlined in Section A, above) and will only be paid for the CFO services pursuant to a Licensing Agreement with Focus CFO.

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