Do Focus Cfo franchisees get access to the Focus CFO Playbook?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
- 6.7. Access to the Focus CFO Playbook.
7. FRANCHISEE'S RESPONSIBILITIES AND DUTIES
7.1. Playbook. Franchisee will have access to Focus CFO's full Playbook within two (2) business days of signing this Agreement and Franchisee's payment of the Franchise Fee.
The Playbook contains mandatory specifications, standards and operating procedures, and rules that Focus CFO periodically prescribes for Franchisees as well as continually updated best practice and resource centers.
It is understood that while performing services for clients, Franchisee will be provided with or will have access to confidential information regarding their business, including, their operations, financial statements, products and customers and Franchisee will also be provided with confidential information relating to Focus CFO, including but not limited to access to the confidential and proprietary Playbook ("Confidential Information"). Franchisee agrees (a) to hold in strict confidence all Confidential Information, (b) not to use, reproduce, publish, disclose or otherwise make known to any person or entity any Confidential Information at any time, (c) limit access to Confidential Information to employees, agents and independent contractors of Focus CFO or the Focus CFO client, as applicable, who have a need-to-know in connection with this Agreement or the PSA, (d) use Confidential Information only for the purposes and in connection with the performance of Franchisee's obligations under this Agreement and the PSA, as applicable; except to the extent required in the performance of Focus CFO's engagement with a client and authorized by the client or as otherwise required by applicable law.
- 15.2. Franchisee agrees to return to Focus CFO all Confidential Information in Franchisee's possession at the termination or expiration of this Agreement. This includes but is not limited to any information retrieved from the Playbook. Franchisee agrees to notify Focus CFO immediately when Franchisee learns about unauthorized use of Confidential Information.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, franchisees do get access to the Focus CFO Playbook. As part of what Focus CFO provides, franchisees receive "[a]ccess to the Focus CFO Playbook." Franchisees gain access to the full Playbook within two business days of signing the Franchise Agreement and paying the Franchise Fee.
The Playbook contains mandatory specifications, standards, operating procedures, and rules that Focus CFO periodically prescribes for franchisees, along with continually updated best practices and resource centers. Focus CFO retains the right to modify, revise, amend, or change the Playbook at its sole discretion, based on its experience, development of the system, competitive conditions, and other factors. Franchisees are obligated to review, become familiar with, and continually monitor all materials in the Playbook and must strictly comply with the Playbook and any modifications.
The Playbook is considered confidential and proprietary information. Franchisees must hold it in strict confidence, limit access to those with a need-to-know, and use it only for fulfilling their obligations under the Franchise Agreement. Upon termination or expiration of the agreement, franchisees must return all confidential information, including any information retrieved from the Playbook, to Focus CFO. Franchisees must also notify Focus CFO immediately of any unauthorized use of the confidential information.