What is a 'Referral Partner Agreement' for Focus Cfo, and how does it work?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
With the consent of Focus CFO, a portion of the Area President's base rate can be paid to a CFO, another AP or a third party referral source who has significantly contributed to the generation of a new client by providing the new client introduction to the Area President; however, (i) such compensation shall be deducted from the base rate paid to the Area President and (ii) in the case of a third party referral source, the referral source must have a fully executed Focus CFO Referral Partner Agreement, a list of each of which is maintained 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, a Referral Partner Agreement is a formal arrangement that allows a third party to be compensated for introducing a new client to an Area President.
Specifically, with Focus CFO's consent, a portion of the Area President's base rate can be paid to a third-party referral source if that source significantly contributed to acquiring a new client by introducing them to the Area President. However, for the third party to receive compensation, they must have a fully executed Focus CFO Referral Partner Agreement. Focus CFO maintains a list of all such agreements.
This arrangement incentivizes third parties to refer potential clients to Focus CFO franchisees, expanding the network and lead generation opportunities for Area Presidents. It also ensures that Focus CFO maintains control over who is compensated for referrals and that these referrals are properly documented through the Referral Partner Agreement.