Where can I find the Focus Cfo compensation policy?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
chise Agreement. (FA § 3.1.2) |
Notes:
(1) Focus CFO has the right to change the compensation policy by giving Franchisees at least 30 days' notice. The current base compensation is as follows: For clients in the Franchisee's Book of Business with a signed PSA dated in months one through thirteen after signing the Franchise Agreement, the Franchisee will receive a base rate of thirty percent (30%) of the CFO Services revenue collected on said clients for the life of the accounts. For clients in the Franchisee's Book of Business with a signed PSA dated in months fourteen through twenty-four after signing the Franchise Agreement, the Franchisee will receive a base rate of twenty-five percent (25%) of the CFO Services revenue collected on said clients for the life of the accounts. For clients in the Franchisee's Book of Business with a signed PSA dated after the Franchisee's twenty-fourth month after signing the Franchise Agreement, the Franchisee
will receive a base rate of twenty percent (20%) of the CFO Services revenue collected on said clients. The base rate on these accounts shall increase as the calendar year-to-date collections on their Book of Business on a territory-by-territory basis reaches the following tiers: $1 - $550,000 = 20%; $550,001 - $1,100,000 = 25%; $1,100,001 - $1,650,000 = 30%; revenue over $1,650,000 = 35%. The compensation policy is found i
Source: Item 6 — Other Fees (FDD pages 11–13)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the compensation policy is detailed in Attachment B to the Franchise Agreement. The FDD specifies that Focus Cfo retains the right to modify this compensation policy, provided they give franchisees at least 30 days' advance notice.
The current base compensation structure is based on when a client signs a Professional Services Agreement (PSA). For clients who sign a PSA within the first 13 months of the franchisee's agreement, the franchisee receives 30% of the CFO Services revenue for the life of those accounts. If a client signs between months 14 and 24, the franchisee's base rate is 25% of revenue. For clients acquired after the first 24 months, the base rate starts at 20%.
Furthermore, the base rate for clients acquired after 24 months can increase based on the calendar year-to-date collections within the franchisee's Book of Business, assessed on a territory-by-territory basis. The rate is 20% for collections between $1 and $550,000, increasing to 25% for collections between $550,001 and $1,100,000, then to 30% for collections between $1,100,001 and $1,650,000. Once revenue exceeds $1,650,000, the rate increases to 35%.