factual

What is the effective date for the Focus Cfo Area President responsibilities outlined in this section?

Focus_Cfo Franchise · 2025 FDD

Answer from 2025 FDD Document

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.

    1. 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.
    1. 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.
    1. Area Presidents will develop and manage an individual "Area Plan." The Area Plan will include networking contacts and business organizations.
    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.
    1. 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").
    1. 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.
    1. Area Presidents are responsible for conducting such additional duties and responsibilities as established from time to time 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, the Area President responsibilities outlined in Attachment D of the franchise agreement are effective as of April 15, 2025. This attachment details the primary duties of an Area President within the Focus CFO franchise system.

These responsibilities include lead generation, recruiting CFOs within their designated territory (Home Territory and any Secondary Territory), and cultivating a client base through networking and various business development strategies, all while adhering to Focus CFO's established core processes. Area Presidents are also expected to maintain a "Cookbook" documenting their involvement in business development, group marketing, and client delivery activities, utilizing the standard Focus CFO format as outlined in the Playbook.

Furthermore, Area Presidents are tasked with developing and managing an individual "Area Plan" that includes networking contacts and business organizations. They must also maintain regular communication with CFOs regarding the services provided to clients within their Book of Business, including quarterly reviews of the client's 90-day plan. Additional duties include assisting in the identification and interviewing of potential CFOs, developing a CFO team to support group marketing activities, and coordinating approved marketing initiatives. Focus CFO retains the right to modify these responsibilities with 30 days prior written notice.

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.