What services does Focus CFO provide to small and medium size businesses?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
rsigned by Focus CFO | | | and delivered to Franchisee and Franchisee has paid the Franchise Fee as described below. | |
PREAMBLES
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").
- 1.2.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo provides Chief Financial Officer services on a fractional basis, primarily to small and medium size businesses. These CFO Services are delivered through Focus Cfo Licensees. The Focus Cfo System, which includes unique methods, techniques, formats, designs, specifications, standards, and procedures, is used to provide these services.
Focus Cfo began offering outsourced Chief Financial Officer Services ("CFO Services") primarily to small and medium size businesses on a fractional, or part-time basis as of April 2, 2018. Effective April 1, 2023, Focus Cfo began offering licensing agreements to CFOs, allowing them to use the Focus Cfo Marks to provide CFO services to Focus Cfo clients. Franchises are still offered to those joining as Area Presidents.
Clients who are brought into the Focus Cfo System enter into contracts with Focus Cfo, the franchisor. This arrangement helps Focus Cfo ensure that its clients' business practices and reputation align with Focus Cfo's quality standards and the reputation of the Focus Cfo Marks. Franchisees join Focus Cfo as independent contractors and operate as Area Presidents, working to generate new clients within the Company's coordinated client development system. Licensees join Focus Cfo as independent contractors and operate as CFOs, with the opportunity to provide CFO Services directly to Focus Cfo clients.