What is the role of The CFO Company, LLC in relation to the Focus Cfo trademarks?

According to the 2025 Focus Cfo Franchise Disclosure Document, The CFO Company, LLC plays a specific role in relation to the Focus CFO trademarks. The CFO Company, LLC, a 100% owned subsidiary of Focus CFO Holdings, LLC, owns 1% of Focus CFO Group, LLC. Furthermore, The CFO Company, LLC holds the trademark THE CFO COMPANY®, which it licenses the use of to Focus CFO Group, LLC. This means that while Focus CFO Group, LLC, operates the franchise system, it relies on a license from The CFO Company, LLC, to use this particular trademark. The CFO Company, LLC, does not currently have any other business activities.

This arrangement indicates a separation of ownership and operational control regarding the trademark. Focus CFO Group, LLC, as the franchisor, is permitted to grant franchisees the right to use the Focus CFO marks, but the underlying right to the THE CFO COMPANY® trademark resides with The CFO Company, LLC. This structure is not uncommon in franchising, where a parent company or subsidiary may hold key intellectual property and license it to the operating entity.

For a prospective Focus Cfo franchisee, this arrangement means that the right to use the THE CFO COMPANY® trademark is ultimately dependent on the licensing agreement between The CFO Company, LLC, and Focus CFO Group, LLC. While the FDD indicates no current limitations or challenges to this arrangement, it is essential for franchisees to understand the potential implications if this licensing agreement were to change in the future. It would be prudent for a prospective franchisee to inquire about the terms and stability of this licensing agreement to assess any potential risks.