What is the Focus CFO mark?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
WHEREAS, Focus CFO provides Chief Financial Officer services on a fractional basis ("CFO Services") primarily to small and medium size businesses using Focus CFO Licensees (referred to herein as "CFO" or "Licensee") to perform the CFO Services. As a result of considerable expenditure of time, effort and money, Focus CFO has developed and owns a unique system of providing fractional CFO Services (the "Focus CFO System" or "System") which is operated under certain unique and publicly recognized trademarks, service marks, logos and other commercial symbols including without limitation, the mark "Focus CFO®" ("Focus CFO Marks" or "Marks"). The Focus CFO System includes a variety of proprietary and confidential business methods, techniques, formats, designs, specifications, standards and procedures prescribed by or approved by Focus CFO, all of which may be improved further, developed or otherwise modified from time to time by Focus CFO; and
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the "Focus CFO Marks" or "Marks" are unique and publicly recognized trademarks, service marks, logos and other commercial symbols including without limitation, the mark "Focus CFO®". Focus Cfo uses these marks within its system of providing fractional CFO services to small and medium-sized businesses.
For a prospective franchisee, this means they are granted the right to use these marks as part of their franchise. However, Focus Cfo retains all ownership rights to the marks, and the franchisee's use is subject to written authorization from Focus Cfo. The franchisee must also notify Focus Cfo immediately if they become aware of any infringement or challenge to the marks.
Focus Cfo agrees to promote the Focus CFO Marks and Focus CFO System through advertising or other means it deems appropriate. Franchisees are expected to promote Focus Cfo and its services under the Focus CFO Marks, without any prefixes or suffixes, and must ensure all advertising is factually accurate and in good taste. Franchisees need written approval from Focus Cfo before creating social networking accounts using the Focus CFO Marks or promoting Focus CFO Services, and they must comply with Focus Cfo's social media policies.
The agreement also restricts how a franchisee can use the Focus Cfo Marks, preventing them from using the marks as part of any corporate or trade name or with any modifying words, terms, designs, or symbols, or in connection with the sale of unauthorized products or services. Franchisees must prominently display the Focus Cfo Marks as directed by Focus Cfo.