Where can I find the definition of 'CFO Services' as it pertains to a Focus Cfo franchise?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
WHEREAS, Focus CFO provides Chief Financial Officer services on a fractional basis ("CFO Services") primarily to small and medium size businesses using Focus CFO Licensees (referred to herein as "CFO" or "Licensee") to perform the CFO Services. As a result of considerable expenditure of time, effort and money, Focus CFO has developed and owns a unique system of providing fractional CFO Services (the "Focus CFO System" or "System") which is operated under certain unique and publicly recognized trademarks, service marks, logos and other commercial symbols including without limitation, the mark "Focus CFO®" ("Focus CFO Marks" or "Marks"). The Focus CFO System includes a variety of proprietary and confidential business methods, techniques, formats, designs, specifications, standards and procedures prescribed by or approved by Focus CFO, all of which may be improved further, developed or otherwise modified from time to time by Focus CFO; and
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, the definition of 'CFO Services' can be found within the Preamble of Item 23. The FDD states that Focus CFO provides Chief Financial Officer services on a fractional basis, which they refer to as "CFO Services." These services are primarily offered to small and medium-sized businesses through Focus CFO Licensees, who are referred to as "CFO" or "Licensee."
Focus CFO has developed a unique system for providing these fractional CFO Services, known as the "Focus CFO System" or "System." This system operates under specific trademarks, service marks, logos, and commercial symbols, including the mark "Focus CFO®." The Focus CFO System encompasses proprietary and confidential business methods, techniques, formats, designs, specifications, standards, and procedures that Focus CFO prescribes or approves. These elements may be further improved, developed, or modified by Focus CFO over time.
In essence, 'CFO Services' in the context of a Focus CFO franchise refers to the provision of part-time or fractional Chief Financial Officer services to small and medium-sized businesses, utilizing Focus CFO's established and proprietary system, marks, and methods. This definition is crucial for understanding the scope of the franchise and the services that franchisees and licensees are authorized to offer under the Focus CFO brand.