Focus CFO Franchise FDD, Profits & Costs (2025)
FocusCFO is a leading franchise brand specializing in fractional CFO services across the United States. Established in 2001 by Brad Martyn in Columbus, Ohio, the company pioneered a model that connects experienced financial leaders with small and mid-sized businesses through part-time, embedded CFO roles. Operating under Focus CFO Group, LLC since 2018, the organization is now headquartered in Westerville, Ohio.
The franchise operates through local “Sherpa Teams,” which unite fractional CFOs with Area Presidents to offer clients high-level financial guidance. These teams work directly with business owners to enhance strategic planning, improve cash flow, refine budgets and forecasts, and prepare companies for future growth or transition.
In April 2018, FocusCFO launched its official franchise opportunity, inviting Area Presidents to join through a franchise agreement and fee. Franchisees gain access to the company’s proprietary systems, comprehensive training, marketing tools, and an established professional community.
What distinguishes FocusCFO from traditional financial consulting firms is its immersive approach. Instead of providing outside advisory services, its CFOs become integral members of client leadership teams. The Sherpa Team model blends top-tier financial expertise with a collaborative structure that pairs every client with both a CFO and an Area President for personalized, strategic support.
Initial Investment
How much does it cost to start a Focus CFO franchise? It costs on average between $36,000 – $64,000 to start a Focus CFO franchised center.
This includes expenses related to office setup, technology, marketing materials, and initial working capital. The total investment varies based on several factors, such as the size of the territory, local market conditions, and whether the franchisee establishes a home-based office or leases a dedicated workspace.
| Type of Expenditure | Amount |
|---|---|
| Initial Franchise Fee | $35,000 |
| Real Estate and Improvements | $0 – $4,000 |
| Office Equipment/General Business Expenses | $0 – $15,000 |
| Additional Training | $0 – $5,000 |
| Additional Funds – 3 Months | $1,000 – $5,000 |
| Total | $36,000 – $64,000 |
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Frequently Asked Questions
How many Focus CFO locations are there?
According to the latest data, FocusCFO operates 59 franchised units in the U.S.
What is the total investment required to open a Focus CFO franchise?
The total investment required to open a Focus CFO franchise ranges from $36,000 to $64,000.
What are the ongoing fees for a Focus CFO franchise?
FocusCFO does not charge its franchisees a royalty fee or a marketing and advertising fee. This structure allows franchise owners to retain more of their revenue and reinvest it into local business development efforts. The absence of ongoing percentage-based fees makes FocusCFO a unique opportunity within the franchise sector, particularly for professionals seeking a low-overhead, service-based business model.
Who owns Focus CFO?
The franchise is owned by Focus CFO Group, LLC, which is 99% owned by Focus CFO Holdings, LLC and 1% owned by The CFO Company, LLC (a wholly-owned subsidiary of Focus CFO Holdings, LLC).
Disclaimer
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