What does Focus Cfo grant to qualified business entities as a Focus CFO Area President?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
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, Focus Cfo grants qualified business entities the 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. Focus CFO also grants the franchisee the nonexclusive right to join Focus CFO as an independently operated business using the Focus CFO System and Focus CFO Marks.
To become a franchisee, the business entity must have one equity owner who will serve as the Area President. The Area President is expected to generate new clients using Focus CFO's client development system and processes. The Area President does not typically perform the CFO Services themselves; instead, these services are performed by CFOs who have a non-exclusive license with Focus CFO.
However, an Area President can provide CFO Services under specific conditions. They can perform CFO Services on a limited basis as a CFO under a separate CFO Licensing Agreement, or they can terminate their Area President agreement and apply for a non-exclusive license to operate solely as a CFO. If the Area President chooses to switch to a CFO license, Focus CFO will not refund any difference between the franchise fee already paid and the payment required for the CFO license.