What is the role of Focus CFO Holdings, LLC in relation to the Focus Cfo trademarks?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
Focus CFO Group, LLC, the Franchisor, is a limited liability company organized in the State of Ohio. Focus CFO Group, LLC is 99% owned by Focus CFO Holdings, LLC and 1% owned by The CFO Company, LLC, a 100% owned subsidiary of Focus CFO Holdings, LLC.
Focus CFO grants Franchisees the non-exclusive right to provide CFO Services under the name "Focus CFO" and use the following marks:
You may also use any other current or future trade name, trademark, service mark or logo ("Marks") that we designate for your use, including the logo on the front of this Disclosure Document, to identify yourself as a Franchisee and in connection with providing the Focus CFO services. The Marks are either owned by Focus CFO or The CFO Company, LLC, a subsidiary of Focus CFO Holdings, LLC and licensed to be used by Focus CFO and our Franchisees. The identified trademark was registered on the United States Patent and Trademark Office ("USPTO") principal register on August 31, 2012 as Number 85/718,505.
You must notify Focus CFO immediately when you learn about an infringement of or challenge to your use of our trademark. Focus CFO will take the action we think appropriate. Focus CFO will defend any action brought against you to the extent that it is based on a claim that the trademark infringes upon the rights of a third party, valid and enforceable in the jurisdiction where the trademark is used, provided you notify us promptly in writing of any such claim. Focus CFO shall have no obligation to you for any claim of infringement based on a trademark that has been modified by a party other than Focus CFO, your use of the trademark with non-Focus CFO products or services, or your use of the trademark in a manner otherwise prohibited by the Franchise Agreement.
You must modify or discontinue the use of a trademark if Focus CFO modifies or discontinues it. We will have no liability or obligation, and you will have no right to compensation or otherwise, because of any discontinuation, modification or change. You must not directly or indirectly contest our right to our trademarks, trade secrets or business techniques that are part of our business.
Source: Item 13 — Trademarks (FDD pages 24–25)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Focus CFO Holdings, LLC plays a significant role in the ownership and licensing of the Focus Cfo trademarks. Focus CFO Group, LLC, the franchisor, is 99% owned by Focus CFO Holdings, LLC. A subsidiary of Focus CFO Holdings, LLC, The CFO Company, LLC, owns 1% of Focus CFO Group, LLC. The CFO Company, LLC, holds the trademark THE CFO COMPANY®, which it licenses to Focus CFO Group, LLC.
Focus CFO grants franchisees the non-exclusive right to provide CFO services under the name "Focus CFO" and to use the designated marks. These marks are either owned by Focus CFO or The CFO Company, LLC, a subsidiary of Focus CFO Holdings, LLC, and are licensed to be used by Focus CFO and its franchisees. The trademark was registered with the United States Patent and Trademark Office on August 31, 2012.
As a Focus Cfo franchisee, you are required to notify Focus CFO immediately if you become aware of any infringement or challenges to the use of their trademark. Focus CFO will then take action as it deems appropriate. Focus CFO will defend any action brought against a franchisee if it is based on a claim that the trademark infringes upon the rights of a third party, provided that the franchisee promptly notifies Focus CFO in writing of any such claim. However, Focus CFO is not obligated to the franchisee for any infringement claim based on a trademark that has been modified by a party other than Focus CFO, the franchisee's use of the trademark with non-Focus CFO products or services, or the franchisee's use of the trademark in a manner otherwise prohibited by the Franchise Agreement.
Franchisees must modify or discontinue the use of a trademark if Focus CFO modifies or discontinues it, and Focus CFO will have no liability or obligation for any discontinuation, modification, or change. Franchisees must not directly or indirectly contest Focus CFO's right to its trademarks, trade secrets, or business techniques that are part of its business.