How should a Focus Cfo Franchisee use the Focus Cfo Marks?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
twenty-four (24) hours of request from Focus CFO. Focus CFO will provide Franchisee with such Social Media Policy, which it may modify and amend from time-to-time
- 14.4.2. Franchisee acknowledges and agrees that Franchisee must obtain prior written approval to create a social networking account using the Focus CFO Marks or promoting the Focus CFO Services other than the Franchisee's personal accounts, including, without limitation, social networking accounts with LinkedIn, Facebook, Twitter, and Instagram. Franchisee must comply with the written policies of Focus CFO in maintaining such social network accounts and Focus CFO shall have the sole discretion to determine which content should be removed.
- 14.5. Limitation on Franchisee's Use of Focus CFO Marks. Franchisee shall use the Focus CFO Marks as the sole trade identification of the Focus CFO Services. Franchisee shall not use any Focus CFO Mark as part of any corporate or trade name or with any prefix, suffix or other modifying words, terms, designs or symbols or in modified form, nor may Franchisee use any Focus CFO Mark in connection with the sale of any products or the performance of any services not expressly authorized in writing by Focus CFO. Franchisee agrees to prominently display the Focus CFO Marks in the manner prescribed from time-to-time by Focus CFO.
15. CONFIDENTIALITY; MARKS AND INTELLECTUAL PROPERTY
- 15.1. It is understood that while performing services for clients, Franchisee will be provided with or will have access to confidential information regarding their business, including, their operations, financial statements, products and customers and Franchisee will also be provided with confidential information relating to Focus CFO, including but not limited to access to the confidential and proprietary Playbook ("Confidential Information"). Franchisee agrees (a) to hold in strict confidence all Confidential Information, (b) not to use, reproduce, publish, disclose or otherwise make known to any person or entity any Confidential Information at any time, (c) limit access to Confidential Information to employees, agents and independent contractors of Focus CFO or the Focus CFO client, as applicable, who have a need-to-know in connection with this Agreement or the PSA, (d) use Confidential Information only for the purposes and in connection with the performance of Franchisee's obligations under this Agreement and the PSA, as applicable; except to the extent required in the performance of Focus CFO's engagement with a client and authorized by the client or as otherwise required by applicable law.
- 15.2. Franchisee agrees to return to Focus CFO all Confidential Information in Franchisee's possession at the termination or expiration of this Agreement. This includes but is not limited to any information retrieved from the Playbook. Franchisee agrees to notify Focus CFO immediately when Franchisee learns about unauthorized use of Confidential Information. Focus CFO is not obligated to take any action but will respond as it deems appropriate in its sole discretion.
- 15.3.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, a franchisee must use the Focus Cfo Marks as the sole trade identification of the Focus Cfo Services. Franchisees are prohibited from using any Focus Cfo Mark as part of any corporate or trade name or with any prefix, suffix or other modifying words, terms, designs or symbols or in modified form. They also cannot use any Focus Cfo Mark in connection with the sale of any products or the performance of any services not expressly authorized in writing by Focus Cfo. The franchisee must prominently display the Focus Cfo Marks in the manner prescribed from time to time by Focus Cfo.
Focus Cfo retains all ownership rights in the Marks, and the franchisee may only use the Marks as authorized in writing by Focus Cfo. The franchisee must notify Focus Cfo immediately when they learn about an infringement of or challenge to Franchisee's use of one or more of the Marks. Focus CFO will take the action it thinks appropriate. Focus CFO will defend any action brought against Franchisee to the extent that it is based on a claim that one or more of the Marks infringe upon the rights of a third party, valid and enforceable in the jurisdiction where the Marks are used, provided Franchisee notifies Focus CFO promptly in writing of any such claim.
Furthermore, a Focus Cfo franchisee must obtain prior written approval to create a social networking account using the Focus Cfo Marks or promoting the Focus Cfo Services other than the Franchisee's personal accounts, including, without limitation, social networking accounts with LinkedIn, Facebook, Twitter, and Instagram. The franchisee must comply with the written policies of Focus CFO in maintaining such social network accounts, and Focus CFO has the sole discretion to determine which content should be removed. Franchisees agree to promote and offer CFO Services under the Focus CFO Marks and without prefix or suffix or other phrases (including, but not limited to Franchisee's name) and only that name.
Focus CFO agrees to promote the Focus CFO Marks and Focus CFO System through the use of advertising or by such other means and such times and in such manner and amount as we shall, in Focus CFO's sole discretion, deems appropriate. Focus CFO shall provide Franchisee with business cards and placement on the Focus CFO website. Focus CFO may provide additional marketing, literature, brochures, sales tools, and workshop and presentation materials as it deems appropriate and in its sole discretion.