What is the obligation of Focus Cfo to provide access to the Playbook?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
ed or stored on your business computer.
Operating Manual
We will provide you with access to our Playbook, which contains confidential and proprietary information, once you sign the Franchise Agreement and pay the Franchise Fee. This Playbook contains mandatory specifications, standards and procedures, and rules that we periodically prescribe for Franchisees as well as continually updated best practice and resource centers that each Franchisee must comply with. We may modify the Playbook from time to time. The table of contents is attached as Exhibit E to this Disclosure Document. The initial training program on Focus CFO's standard business development process and client delivery best practices starts with the required sections of Playbook that typically takes 20-30 hours to review. Prior to signing this Agreement, you may request a temporary password to access the Policies and Procedures Playbook section of the Playbook upon signing a non-disclosure agreement with Focus CFO.
Training
We provide you with a training program to help you develop and operate your business as a Franchisee while protecting Focus CFO's brand and the Focus CFO Marks. The training program will not advise you on how to perform CFO Services or your day-to-day operations. The topics covered are listed in the chart below.
The initial training program starts with you completing the required sections of our confidential and proprietary Playbook which can be accessed and completed online. You will have access to the Playbook within two (2) business days of signing the Franchise Agreement and payment of the Franchise Fee. You are to complete the required sections of the Playbook within two (2) weeks of signing the Franchise Agreement. The initial training program is mandatory and must be completed to Focus CFO's satisfaction.
Franchisees are required to attend the Focus CFO Mastery Program. This program reinforces mandatory specifications, standards and procedures, and best practices introduced in the initial training in Playbook. The program consists of six 90-minute sessions held the second and fourth Monday of each month. Sessions are held virtually.
Franchisees are required to attend one Climb the Mountain® Workshop. This workshop reinforces best practices introduced in the initial training in Playbook. This workshop is offered at least twice a year and is held in-person at a location within the United States. You are also responsible for your own travel, lodging, food and other out-of-pocket expenses for this training program, if applicable.
Franchisees are required to attend Tuesday Night Training and Best Practices Sessions during the first year. These sessions are held virtually on the second Tuesday of each month.
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo will provide franchisees with access to its Playbook. This Playbook contains confidential and proprietary information, including mandatory specifications, standards, procedures, and rules that Focus Cfo periodically prescribes for franchisees. It also includes continually updated best practices and resource centers. Franchisees must comply with the Playbook's contents, and Focus Cfo may modify it from time to time.
Focus Cfo grants access to the Playbook within two business days of the franchisee signing the Franchise Agreement and paying the Franchise Fee. Franchisees must complete the required sections of the Playbook within two weeks of signing the Franchise Agreement. This initial training through the Playbook is mandatory and must be completed to Focus Cfo's satisfaction before participating in group marketing activities or meetings with clients.
During the operation of the franchised business, Focus Cfo will continue to provide access to the Playbook. Prior to signing the Franchise Agreement, a prospective franchisee may request a temporary password to access the Policies and Procedures section of the Playbook after signing a non-disclosure agreement with Focus Cfo.