What is the purpose of the requirements relating to engagement of Focus Cfo clients?

According to the 2025 Focus Cfo Franchise Disclosure Document, the requirements pertaining to client engagement are in place to safeguard Focus Cfo's established system and brand identity. These requirements ensure that all client interactions and service agreements adhere to the company's standards, maintaining consistency and quality across the franchise network.

Specifically, all client contracts for CFO services must be executed by Focus Cfo, utilizing the company's standard Professional Service Agreement (PSA). This centralized approach to contract preparation ensures that pricing, terms, and contractual language align with Focus Cfo's established standards. Franchisees are responsible for coordinating the preparation and execution of these PSAs through a centralized process but cannot deviate from the standard agreement without written consent from Focus Cfo. Furthermore, Focus Cfo retains the authority to approve all new clients, ensuring that they align with the company's ethical standards and service scope, thereby protecting the brand's reputation.

Client payments are made directly to Focus Cfo, who then compensates the franchisee according to the Compensation Policy outlined in Attachment B. Franchisees are prohibited from providing services to prospective clients until Focus Cfo has a signed PSA on file. This measure ensures that all engagements are formally approved and compliant with Focus Cfo's standards, with payments for services rendered without a signed PSA being returned, and no compensation provided to the franchisee for those amounts. These policies collectively aim to maintain quality control, protect the Focus Cfo brand, and ensure consistent service delivery across all franchise locations.