What is the Focus Cfo Franchisee's Equity Owner's role in generating new clients?

According to the 2025 Focus Cfo Franchise Disclosure Document, the Franchisee's Equity Owner is required to operate the franchise as an Area President and is responsible for generating new clients. The Area President uses Focus Cfo's client development system and processes to achieve this. Unless the Franchisee has a separate CFO Licensing Agreement, the Area President typically does not perform the actual CFO services for clients. Instead, these services are provided by CFOs who have a non-exclusive license with Focus Cfo.

Focus Cfo also provides initial training on its standard business development process and client delivery best practices. This training begins with the franchisee completing required sections of Focus CFO's Playbook remotely, followed by a review with a Focus Cfo representative. Franchisees also have opportunities to participate in coordinated business development efforts for networking and developing new clients, as well as receiving best practice tips and guidance.

It is important to note that all contracts with clients for CFO Services must be entered into by Focus Cfo, not the franchisee. The franchisee is responsible for coordinating the preparation and execution of client Professional Service Agreements (PSAs) through a centralized process. Acceptance of new clients is also subject to approval by Focus Cfo, ensuring that clients align with the company's ethical standards and scope of services. This centralized approach helps protect Focus Cfo's system and brand, while the Area President focuses on generating new business.