What kind of support does Focus Cfo provide for business development activities?

Franchise Agreement, Section 9.5).

Continuing Assistance

During the operation of the franchised business, we will:

• 1. Provide access to marketing, literature, brochures, sales tools, business cards, placement on the Focus CFO website, and other marketing initiatives that we deem appropriate for the Focus CFO System to promote ongoing sales, marketing, and client service activities. (Franchise Agreement, Section 14.1).
• 1. Provide access to standard proposal and contract documents and materials. Focus CFO will enter into the professional service agreements with the clients. (Franchise Agreement, Section 6.8, 7.5, Att. F).
• 1. Provide access to Focus CFO's Playbook. (Franchise Agreement, Section 6.1, 7.1).
• 1. Provide opportunity to participate in a coordinated effort in the area of business development regarding strategies for contacting potential clients and networking sources. (Franchise Agreement, Section 6.3).
• 1. Provide resources and suggestions to assist you with business development activities. (Franchise Agreement, Section 6.4).
• 1. Provide ongoing training and updates in areas such as business development, client delivery, or other relevant industry topics; this training will be either virtual or at a location within the United States. You will be responsible for any travel and lodging expenses required to attend the training. (Franchise Agreement, Section 6, 7, Att. C).
• 1. Provide back office administrative support resources including billing and collections. (Franchise Agreement, Section 6.8).
• 1. Provide optional business insurance coverage, subject to limitations and indemnification provisions. (Franchise Agreement, Section 10).

1. Conduct assessments to ensure the work provided by Focus CFO Franchisees is consistent with the Focus CFO System and Focus CFO Marks. (Franchise Agreement, Section 7.4, Att. D).

All services and materials described above are specifically determined and coordinated by us.

Marketing

We will 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 our sole discretion, deem appropriate. We will provide you with business cards and placement on the Focus CFO website. We may provide additional marketing, literature, brochures, sales tools, and workshop and presentation materials as we deem appropriate and in our sole discretion.

You may develop advertising materials for your own use, at your own cost. However, we must approve the advertising materials in advance and in writing.

Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)