What specific services are included in the approved services that a Focus Cfo franchisee can offer?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
and Services**
Franchisees will market and offer CFO Services primarily to small and medium-sized businesses on a fractional or part-time basis. This includes offering businesses onsite or remote financial and operational support in the area of finance and operations, controller-level accounting and support services, business consulting or coaching, business value growth or exit planning services. The CFO Services that Franchisees will offer will be performed by qualified CFOs who have obtained a non-exclusive license (or prior to 2023, purchased a franchise) from Focus CFO to provide such services.
Market and Competition
The target market for your franchised business are small-to-medium-sized businesses who do not employ a full-time CFO. We believe it is a well-developed market as the competition for the franchised services will come from individuals and other businesses performing the same or similar financial consulting services. This may include other fractional CFO firms (which may include other franchise systems) and business consulting firms.
Clients
Franchisees service a group of clients that are developed by the efforts of Focus CFO, the Focus CFO System, Area Presidents, CFOs, and the use of the Focus CFO Marks.
Source: Item 16 — Restrictions on What the Franchisee May Sell (FDD page 27)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo franchisees market and offer CFO Services primarily to small and medium-sized businesses on a fractional or part-time basis. These services include onsite or remote financial and operational support in the area of finance and operations, controller-level accounting and support services, business consulting or coaching, and business value growth or exit planning services. These CFO services are delivered by qualified CFOs who have a license from Focus CFO.
Focus Cfo franchisees also develop an Area Plan, which includes coordinating group marketing activities, business development, and client delivery activities. They also support the recruitment of CFOs in their local area. However, Focus Cfo retains the right to change or modify the scope of approved services.
Focus Cfo maintains control over the services offered to ensure consistency with the Focus Cfo system and brand. Franchisees are limited to offering only those services that Focus Cfo has explicitly approved, as detailed in the Franchise Agreement, Playbook, and other provided materials. This restriction ensures that all services align with Focus Cfo's standards and brand identity.