Who maintains the list of Focus CFO Referral Partner Agreements?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
With the consent of Focus CFO, a portion of the Area President's base rate can be paid to a CFO, another AP or a third party referral source who has significantly contributed to the generation of a new client by providing the new client introduction to the Area President; however, (i) such compensation shall be deducted from the base rate paid to the Area President and (ii) in the case of a third party referral source, the referral source must have a fully executed Focus CFO Referral Partner Agreement, a list of each of which is maintained by Focus CFO.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, Focus CFO maintains the list of all Referral Partner Agreements.
This means that if a Focus Cfo Area President wants to compensate a third party for referring a new client, that referral source must have a fully executed Focus CFO Referral Partner Agreement. Focus CFO keeps track of these agreements. This ensures that all referral partners are properly vetted and that Focus CFO maintains control over who is compensated for client referrals.
For a prospective franchisee, this policy means they must ensure any third-party referral sources they intend to compensate have a formal agreement with Focus CFO. This protects both the franchisee and Focus CFO by ensuring compliance and maintaining brand standards. The franchisee should consult with Focus CFO to confirm the referral partner's agreement is current and valid before any compensation is paid.