What does Focus Cfo provide on a fractional basis?
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
WHEREAS, Focus CFO grants to qualified business entities a right to own a Focus CFO Franchise and to market and offer CFO Services using the Focus CFO Marks as a Focus CFO Area President;
WHEREAS, Franchisee desires to acquire a Focus CFO Franchise and represents that Franchisee's Equity Owner has the skills to perform as an Area President;
WHEREAS, Franchisee understands and acknowledges the importance of Focus CFO's high and uniform standards of quality, operations and service and the necessity of operating its services in strict conformity with the Focus CFO System; and
WHEREAS, the defined terms herein have the definitions set forth in Attachment A.
NOW, THEREFORE, Focus CFO and Franchisee, intending to be legally bound, agree as follows:
1. GRANT OF FOCUS CFO FRANCHISE
1.1. Subject to the provisions of this Agreement, Focus CFO grants to Franchisee the nonexclusive right to join Focus CFO as an independently operated business using the Focus CFO System and Focus CFO Marks (the "Franchise").
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, the company provides Chief Financial Officer services on a fractional basis, primarily to small and medium-sized businesses. These CFO Services are delivered through Focus Cfo Licensees, referred to as CFOs or Licensees. The company has developed a unique system for providing these fractional CFO Services, known as the Focus Cfo System. This system operates under recognized trademarks and service marks, including the "Focus CFO®" mark.
Focus Cfo grants qualified business entities the right to own a Focus Cfo Franchise and market and offer CFO Services as a Focus Cfo Area President. Franchisees are required to operate as an Area President, focusing on generating new clients using Focus Cfo's client development system. While Area Presidents primarily focus on client acquisition, they have the option to provide CFO Services on a limited basis under a separate CFO Licensing Agreement or terminate their Franchise Agreement to become a licensed CFO.
Clients who are brought into the Focus Cfo System enter into contracts directly with Focus Cfo, the franchisor. This arrangement allows Focus Cfo to maintain consistent business practices and uphold the quality standards associated with the Focus Cfo Marks. Franchisees join Focus Cfo as independent contractors, operating as Area Presidents to develop new clients, while Licensees also join as independent contractors, providing CFO Services directly to Focus Cfo clients.