What is the Focus Cfo Franchisee acquiring from Focus CFO?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
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
WHEREAS, Focus CFO grants to qualified business entities a right to own a Focus CFO Franchise and to market and offer CFO Services using the Focus CFO Marks as a Focus CFO Area President;
WHEREAS, Franchisee desires to acquire a Focus CFO Franchise and represents that Franchisee's Equity Owner has the skills to perform as an Area President;
WHEREAS, Franchisee understands and acknowledges the importance of Focus CFO's high and uniform standards of quality, operations and service and the necessity of operating its services in strict conformity with the Focus CFO System; and
WHEREAS, the defined terms herein have the definitions set forth in Attachment A.
NOW, THEREFORE, Focus CFO and Franchisee, intending to be legally bound, agree as follows:
1. GRANT OF FOCUS CFO FRANCHISE
1.1. Subject to the provisions of this Agreement, Focus CFO grants to Franchisee the nonexclusive right to join Focus CFO as an independently operated business using the Focus CFO System and Focus CFO Marks (the "Franchise").
- 1.2. Focus CFO requires that Franchisee enter this Agreement as a business entity such as a limited liability company or similar entity (collectively, the "Entity") and such entity shall have one equity owner who shall serve as an Area President.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the franchisee is acquiring the nonexclusive right to join Focus CFO as an independently operated business using the Focus CFO System and Focus CFO Marks. This right is granted subject to the provisions outlined in the Franchise Agreement. The Focus CFO System includes proprietary business methods, techniques, formats, designs, specifications, standards, and procedures that Focus CFO has developed. The franchisee is authorized to market and offer CFO Services using the Focus CFO Marks as a Focus CFO Area President.
The franchisee must pay a Franchise Fee, which consists of $17,000 to obtain the franchise and $18,000 for a one-time initial training fee, totaling $35,000. This fee authorizes the franchisee to join the Focus CFO System and receive initial training through Playbook and other required training. In return for the Franchise Fee, the franchisee receives ongoing direction and support from Focus CFO and is permitted to utilize the Focus CFO System and the Focus CFO Marks.
The franchisee is required to operate as an Area President, focusing on generating new clients using Focus CFO's client development system and processes. The Area President typically does not perform the CFO Services themselves, as these services are performed by CFOs who have a non-exclusive license with Focus CFO. However, a franchisee can also become a CFO licensee under a separate agreement. Franchisees may hire employees or outside contractors for administrative support, but Focus CFO's approval is required for any support resource with a public-facing role that utilizes the Focus CFO Marks.