What are the two components of ongoing support that Focus Cfo provides during the term of the agreement?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
and client delivery processes covered in the initial training. Franchisee will be responsible for any travel and lodging expenses, if applicable.
- 6.3. The opportunity to participate in a coordinated business development effort for networking with referral partners and developing new clients.
- 6.4. The opportunity to receive best practice tips and guidance to assist with business development activities.
- 6.5. "All Hands Meetings" for which Franchisee will be responsible for Franchisee's own travel and lodging expenses, if applicable.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Franchise Disclosure Document, Focus Cfo provides ongoing support to franchisees through coordinated business development efforts and back-office administrative support. Franchisees have the opportunity to participate in a coordinated business development effort for networking with referral partners and developing new clients. Additionally, Focus Cfo offers the opportunity to receive best practice tips and guidance to assist with business development activities.
Focus Cfo also provides back-office administrative support resources, including client service agreement preparation, billing, and collections. However, general secretarial support is not provided; franchisees must engage such support at their own expense if required. Franchisees can also attend "All Hands Meetings" and "All AP Sessions," though attendance is not required, and franchisees are responsible for their own travel and lodging expenses, if applicable.
This ongoing support is designed to help Focus Cfo franchisees in their business development activities and to manage administrative tasks, allowing them to focus on growing their client base and providing CFO services. The availability of back-office support can be particularly beneficial for franchisees who may not have the resources to handle these tasks themselves. However, franchisees should be aware that they are responsible for any expenses associated with attending meetings and for securing general secretarial support if needed.