What is the Focus Cfo franchisee's responsibility regarding Focus CFO's materials in the Playbook?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
ting activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
7.1.2. Supplemental. 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. Focus CFO may, from time to time and at its sole discretion, modify, revise, amend or change the Playbook in light of Focus CFO's experience and development of the System, competitive conditions in the industry and other factors. Franchisees have the obligation to review and become familiar with, and continually review and monitor, all of Focus CFO's materials in the Playbook. Franchisee agrees to comply strictly with the Playbook and any and all modifications, amendments and revisions to such Playbook.
7.2. Other Training Required and Ongoing. Franchisee is required to attend, and successfully complete certain training programs as set forth in Attachment C. Franchisee is also encouraged to attend other optional training opportunities recommended by Focus CFO, which are also set forth in Attachment C.
7.3. Work Week Calendar. Franchisee must keep its work calendar on Focus CFO's Microsoft O365 calendar. This allows Focus CFO to assist in coordination of group marketing and business activities.
7.4. Other Franchisee Responsibilities; Assessments; Performance Standards.
- 7.4.1. Other Franchisee Responsibilities. Franchisee shall be responsible for performing the duties and obligations set forth on Attachment D.
- 7.4.2. Franchisee Assessment. At any time, Focus CFO shall have the right, with or without prior notice to Franchisee, to assess whether Franchisee is complying with this Agreement, the System and the Playbook by reviewing Franchisee's activity reports, Focus CFO's performance metrics, and interviewing contacts. Franchisee shall fully cooperate with Focus CFO in connection with any such assessment. In the event that Focus CFO fails to obtain a satisfactory assessment, Franchisee may be required to attend additional training sessions at Franchisee's expense.
- 7.4.3. Performance Standards. Franchisee is responsible for meeting certain performance standards as outlined in Attachment E.
7.5. Client Engagement and Professional Service Agreements. The following requirements relating to engagement of Focus CFO clients are necessary to protect Focus CFO's System and the Focus CFO Marks.
- 7.5.1. All contracts with clients for CFO Services must be entered into by Focus CFO and not by Franchisee. Focus CFO's standard Professional Service Agreement
("PSA") is used on all client engagements. The PSAs are prepared through a centralized preparation process to ensure contractual language, pricing and terms adhere to Focus CFO's standards. Contract terms cannot deviate from standard document without the written consent of Focus CFO. Franchisee is responsible for coordinating the preparation and successful execution of client PSAs through the centralized preparation process.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, franchisees have specific responsibilities regarding the Focus Cfo Playbook. Franchisees must review, become familiar with, and continually monitor all materials within the Playbook. This includes adhering strictly to the Playbook's guidelines, as well as any modifications, amendments, and revisions that Focus Cfo may implement. The Playbook contains mandatory specifications, standards, operating procedures, and rules that Focus Cfo periodically prescribes. It also includes continually updated best practices and resource centers.
Within two business days of signing the Franchise Agreement and paying the franchise fee, franchisees gain access to the full Focus Cfo Playbook. As part of their initial training, franchisees are required to complete specific sections of the Playbook within two weeks of signing the agreement. Franchisees cannot participate in group marketing activities or meetings with potential clients until this initial training is completed.
The Playbook contains confidential and proprietary information. 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 if they learn of any unauthorized use of the confidential information.