Where can I find the definition of 'Focus CFO System' within the Focus Cfo Franchise Agreement?
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 the 2025 Focus Cfo Franchise Disclosure Document, the definition of the 'Focus CFO System' can be found within the preambles of the Franchise Agreement. Specifically, it is described as a unique system developed and owned by Focus CFO for providing fractional CFO Services, primarily to small and medium-sized businesses. This system is operated under recognized trademarks and service marks, including the "Focus CFO®" mark.
The Focus CFO System encompasses a range of proprietary and confidential business methods, techniques, formats, designs, specifications, standards, and procedures. These are either prescribed or approved by Focus CFO and are subject to ongoing improvements, development, or modifications by Focus CFO. The Franchise Agreement itself and its attachments further define key terms related to the Focus CFO System.
Attachment A to the Franchise Agreement provides a definition of key terms used throughout the document. While it doesn't explicitly re-define the "Focus CFO System" itself, it does define related terms such as "Area President" as the Equity Owner of a Focus CFO Franchisee who works to generate new clients within Focus CFO's coordinated client development system using the Focus CFO System and Focus CFO Marks. Additionally, the term "CFO Services" is defined as having the meaning set forth in the Whereas clauses, which is where the Focus CFO System is initially described.