factual

How does Focus Cfo determine the price for CFO services under the Professional Service Agreement?

Focus_Cfo Franchise · 2025 FDD

Answer from 2025 FDD Document

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)

According to the 2025 Focus Cfo Franchise Disclosure Document, Focus CFO maintains control over the pricing and terms within the Professional Service Agreements (PSAs) used with clients. All client contracts for CFO services must be between the client and Focus CFO, not the franchisee. These PSAs are centrally prepared by Focus CFO to ensure adherence to their standards for contractual language, pricing, and other terms. Franchisees are responsible for coordinating the preparation and execution of these agreements through Focus CFO's centralized process and are authorized to execute the standard PSA on behalf of Focus CFO, provided it has been prepared and approved by Focus CFO.

This centralized approach means that Focus CFO dictates the pricing structure for CFO services, which protects the consistency of the Focus CFO system and brand. Franchisees cannot deviate from the standard PSA terms without written consent from Focus CFO, ensuring uniformity in service agreements across the franchise network. This requirement also means that franchisees have limited autonomy in setting prices or negotiating contract terms with clients, as Focus CFO retains ultimate control over these aspects.

For a prospective Focus CFO franchisee, this system offers both advantages and disadvantages. On the one hand, it reduces the franchisee's administrative burden by handling contract preparation and ensuring compliance with brand standards. On the other hand, it limits the franchisee's flexibility to tailor pricing or contract terms to specific client needs or market conditions. Therefore, understanding and adhering to Focus CFO's pricing and contract standards is crucial for franchisees to successfully operate their business and maintain compliance with the franchise agreement.

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.