How is the Home Territory defined for a Focus Cfo franchise?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
- 3.1. Territory. Franchisee will receive a non-exclusive geographic territory for the operation of its Franchise (the "Home Territory"). The Home Territory will be defined as a seventy-five (75) mile radius surrounding the business address of the Franchisee as provided by Franchisee in Section 16.3. This Home Territory, however, shall not extend into neighboring states where Focus CFO is not registered to sell franchises as of the effective date of this Agreement. Other franchisees will likely be operating within the geographic area included in the Home Territory, or a portion of the Home Territory. Thus, Franchisee will likely face competition from other franchisees for Focus CFO clients and potential clients. However, Franchisees are required to work together within each geographic area in a collaborative and supportive manner and coordinate efforts within the geographic area to minimize conflicts.
- 3.1.1. Franchisee shall not perform any form of direct outreach marketing, solicitation or networking activities for lead generation or building a referral network ("Direct Outreach Marketing") outside of its Home Territory without the prior written approval of Focus CFO. In order to perform Direct Outreach Marketing outside the Home Territory, Franchisee will be required to purchase an additional territory ("Secondary Territory"). However, Franchisee is permitted to contact and follow leads for client opportunities referred to it by referral partners within its Home Territory, even if those client opportunities fall outside of the Franchisee's Home Territory, except if the client opportunity is located in a state listed as restricted in the Focus CFO Policies and Procedures Playbook.
- 3.1.2. To purchase a Second Territory, Franchisee shall request approval in writing by contacting Focus CFO's President. Focus CFO reserves the right to
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the Home Territory is defined as a non-exclusive geographic area for the operation of the franchise. Specifically, it is a seventy-five (75) mile radius surrounding the business address of the franchisee, as provided in Section 16.3 of the franchise agreement. However, this territory cannot extend into neighboring states where Focus Cfo is not registered to sell franchises as of the agreement's effective date.
It is important to note that other Focus Cfo franchisees may also operate within the same Home Territory, meaning a franchisee will likely face competition from other franchisees for clients and potential clients. Despite this potential overlap, Focus Cfo requires franchisees to collaborate and support each other within their geographic area to minimize conflicts and coordinate efforts.
Furthermore, franchisees are restricted from performing direct outreach marketing, solicitation, or networking activities outside of their Home Territory without obtaining prior written approval from Focus Cfo. To expand marketing efforts beyond the Home Territory, a franchisee must purchase an additional territory, referred to as a Secondary Territory, and may be required to sign an updated franchise agreement and pay an additional franchise fee. However, franchisees can follow leads from referral partners within their Home Territory, even if those client opportunities are located outside the Home Territory, unless the client opportunity is in a state restricted by Focus Cfo policies.