What is the Focus Cfo franchisee's obligation regarding the Playbook materials?

According to the 2025 Focus Cfo Franchise Disclosure Document, the Playbook contains mandatory specifications, standards, operating procedures, and rules that Focus Cfo periodically prescribes for franchisees, including updated best practices and resource centers. Focus Cfo retains the right to modify the Playbook at its discretion based on experience, system development, competitive conditions, and other factors. Franchisees are obligated to review, become familiar with, and continually monitor all materials within the Playbook. They must also strictly comply with the Playbook and any modifications, amendments, and revisions made to it.

Specifically, franchisees gain access to the full Playbook within two business days of signing the Franchise Agreement and paying the franchise fee. As part of their initial training, franchisees must complete the required sections of the Playbook within two weeks of signing the agreement. Franchisees cannot participate in group marketing activities or meetings with current or potential Focus Cfo clients until they complete this initial training.

The Playbook also contains confidential information relating to Focus CFO. Franchisees must hold this information in strict confidence and limit access to employees, agents, and independent contractors who have a need-to-know. Upon termination or expiration of the Franchise Agreement, franchisees must return all confidential information, including any information retrieved from the Playbook, to Focus CFO. Franchisees must also notify Focus CFO immediately upon learning of any unauthorized use of confidential information.

Failure to comply with Focus CFO's policies as outlined in the Playbook can lead to termination of the Franchise Agreement if the franchisee fails to meet this standard after receiving thirty days' notice from Focus CFO or accumulates three violations of any performance standards during the agreement term.