Can Focus Cfo modify the Area President responsibilities?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
Focus CFO has the right to modify the provisions of this Attachment upon 30 days prior written notice.
-
- Area Presidents will have the primary responsibility for lead generation, recruiting of CFOs in their Home Territory and any Secondary Territory granted to the Area President, and developing a client base through networking and other business development tools by following Focus CFO's core processes.
-
- Area Presidents will maintain a Cookbook outlining their participation in business development, group marketing and client delivery activities using the standard Focus CFO format as outlined in the Playbook.
-
- Area Presidents will develop and manage an individual "Area Plan." The Area Plan will include networking contacts and business organizations.
-
- Area Presidents are responsible for communicating regularly with CFOs regarding the activities and services being provided to each client in the Area President's Book of Business. This includes a review of the 90-day plan for the client each quarter, with the CFO and the client.
-
- Area Presidents will assist with identifying and interviewing individuals to serve as CFOs for the Focus CFO client base and developing a CFO team to support group marketing activities (the "Group Marketing Team").
-
- Area Presidents will coordinate and lead approved marketing activities, which may include other Area Presidents and CFOs from within their Home Territory or within any Secondary Territory granted to the Area President.
-
- Area Presidents are responsible for conducting such additional duties and responsibilities as established from time to time by Focus CFO.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo has the right to modify the Area President responsibilities. Specifically, Attachment D to the Franchise Agreement outlines these responsibilities, which are effective as of April 15, 2025. Focus Cfo retains the authority to change the provisions of this attachment.
Focus Cfo must provide 30 days prior written notice before making any modifications to the Area President responsibilities. This advance notice allows franchisees to prepare for any changes to their duties.
The Area President responsibilities include lead generation, recruiting CFOs, developing a client base, maintaining a Cookbook, developing and managing an Area Plan, communicating with CFOs, assisting with identifying and interviewing individuals to serve as CFOs, developing a CFO team, coordinating and leading approved marketing activities, and conducting additional duties and responsibilities as established by Focus CFO.