What documents outline the duties of Focus Cfo franchisees?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
e, Focus CFO may hold other additional training sessions either in-person or virtually. If Franchisee chooses to participate in these sessions, Franchisee will be responsible for its own travel and lodging expenses, if applicable.
ATTACHMENT D TO FRANCHISE AGREEMENT
AREA PRESIDENT RESPONSIBILITIES (EFFECTIVE AS OF APRIL 15, 2025)
Focus CFO has the right to modify the provisions of this Attachment upon 30 days prior written notice.
-
- Area Presidents will have the primary responsibility for lead generation, recruiting of CFOs in their Home Territory and any Secondary Territory granted to the Area President, and developing a client base through networking and other business development tools by following Focus CFO's core processes.
-
- Area Presidents will maintain a Cookbook outlining their participation in business development, group marketing and client delivery activities using the standard Focus CFO format as outlined in the Playbook.
-
- Area Presidents will develop and manage an individual "Area Plan." The Area Plan will include networking contacts and business organizations.
-
- 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.
-
- Area Presidents will assist with identifying and interviewing individuals to serve as CFOs for the Focus CFO client base and developing a CFO team to support group marketing activities (the "Group Marketing Team").
-
- Area Presidents will coordinate and lead approved marketing activities, which may include other Area Presidents and CFOs from within their Home Territory or within any Secondary Territory granted to the Area President.
-
- Area Presidents are responsible for conducting such additional duties and responsibilities as established from time to time by Focus CFO.
ATTACHMENT E TO FRANCHISE AGREEMENT
FRANCHISEE PERFORMANCE STANDARDS AND FAILURE TO PERFORM GUIDELINES (EFFECTIVE AS OF APRIL 30, 2021)
Focus CFO has the right to modify the provisions of the Attachment upon 30 days prior written notice.
All Franchisees are expected to meet the performance standards outlined below. If you fail to meet any one of these standards and such failure continues after receiving thirty (30) days' notice from Focus CFO of such failure to meet the standard, or you accumulate three (3) violations of any individual or combination of these standards below, during the term of this Agreement, including repeated violations of the same standard, Focus CFO will have the right to terminate the Agreement by written notice to you without any further opportunity to cure.
-
- You must comply with Focus CFO's policies, as outlined the Playbook;
-
- You must participate in, or attend, at least 75% of the total required training sessions held by Focus CFO;
-
- You must consistently demonstrate, follow, and abide by, Focus CFO's Core Values as outlined on Focus CFO's website and in the Playbook (violations of which can be reported by another Franchisee or Corporate Associate);
-
- You must regularly collaborate with other Area Presidents and CFOs within your Home Territory or within any Secondary Territory granted to the Area President;
-
- You must demonstrate an ability to follow Focus CFO's core processes and procedures related to business development, new client acquisitions, ongoing client support and client retention;
-
- You must not be negligent in the performance of the duties as outlined in the Franchise Agreement or as a result of any Focus CFO client arrangement; and
-
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, several documents outline the duties and responsibilities of a Focus Cfo franchisee. Attachment D to the Franchise Agreement, titled "Area President Responsibilities (Effective as of April 15, 2025)," details the primary responsibilities of Area Presidents, including lead generation, recruiting CFOs, and developing a client base. Franchisees must also maintain a Cookbook outlining their participation in business development, group marketing, and client delivery activities, using the standard Focus Cfo format as outlined in the Playbook. They are further required to develop and manage an individual "Area Plan," which includes networking contacts and business organizations.
Additionally, Area Presidents are responsible for regular communication with CFOs regarding activities and services provided to each client, including quarterly reviews of the 90-day plan. They assist in identifying and interviewing potential CFOs and developing a CFO team to support group marketing activities. Franchisees also coordinate and lead approved marketing activities. Attachment E, titled "Franchisee Performance Standards and Failure to Perform Guidelines (Effective as of April 30, 2021)," outlines the performance standards expected of all franchisees.
Furthermore, section 7.4.1 states that franchisees are responsible for performing the duties and obligations set forth on Attachment D. Franchisees must also comply with the Focus Cfo Playbook, which contains mandatory specifications, standards, operating procedures, and rules. Franchisees are obligated to review, become familiar with, and continually monitor all materials in the Playbook and comply strictly with it and any modifications. These documents collectively define the scope and expectations for Focus Cfo franchisees.