What is the primary responsibility of a Focus Cfo Area President?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
Focus CFO. As a Franchisee of Focus CFO, you will operate your franchised business as an Area President, working to generate new clients for Focus CFO utilizing our client development system. Area Presidents' franchised businesses will focus on operating as business development leaders and serve as strategic relationship managers, matching Focus CFO clients with licensees of Focus CFO, referred to as CFOs. Note that some of the CFOs who you will work with are operating as franchisees of Focus CFO who signed franchise agreements with Focus CFO prior to 2023. As our system has evolved, we no longer offer franchise opportunities to individuals wishing to operate as a CFO. Rather, those individuals are independent contractors who have a license to use the Focus CFO Marks and other resources provided by Focus CFO.
Products and Services
Franchisees will market and offer CFO Services primarily to small and medium-sized businesses on a fractional or part-time basis. This includes offering businesses onsite or remote financial and operational support in the area of finance and operations, controller-level accounting and support services, business consulting or coaching, business value growth or exit planning services. The CFO Services that Franchisees will offer will be performed by qualified CFOs who have obtained a non-exclusive license (or prior to 2023, purchased a franchise) from Focus CFO to provide such services.
Market and Competition
The target market for your franchised business are small-to-medium-sized businesses who do not employ a full-time CFO. We believe it is a well-developed market as the competition for the franchised services will come from individuals and other businesses performing the same or similar financial consulting services. This may include other fractional CFO firms (which may include other franchise systems) and business consulting firms.
Clients
Franchisees service a group of clients that are developed by the efforts of Focus CFO, the Focus CFO System, Area Presidents, CFOs, and the use of the Focus CFO Marks.
Source: Item 1 — The Franchisor and any Parents, Predecessors, and Affiliates (FDD pages 6–8)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, the primary responsibility of a Focus Cfo Area President is to operate their franchised business as a business development leader. Area Presidents are expected to generate new clients for Focus Cfo by utilizing the company's client development system. They also serve as strategic relationship managers, connecting Focus Cfo clients with licensed CFOs. These CFOs are independent contractors who have a license to use the Focus CFO marks and resources. Some CFOs may be franchisees who signed agreements before 2023, but Focus Cfo no longer offers franchise opportunities for those wishing to operate solely as a CFO.
Focus Cfo Area Presidents market and offer CFO services to small and medium-sized businesses on a part-time or fractional basis. These services include onsite or remote financial and operational support, controller-level accounting, business consulting or coaching, and business value growth or exit planning services. The actual CFO services are delivered by qualified CFOs who have a license from Focus Cfo. Area Presidents are encouraged to use Focus Cfo's marketing programs, tools, and training to develop their franchise and add potential clients to the Focus Cfo client base.
Focus Cfo must approve all clients to ensure their business practices and reputation align with Focus Cfo's standards. However, Focus Cfo is not involved in the day-to-day operations of its franchisees. Franchisees are paid as independent contractors based on the fees generated from CFO services performed by franchisees and licensees for the Focus CFO client base. The success of an Area President depends on their ability to implement the Focus CFO system, the needs of Focus CFO clients in their area, their ability to develop Focus CFO clients, and their ability to work with CFOs and clients in their area.