What is the Focus Cfo Playbook and do franchisees get access to it?
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.
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, the Playbook is a key resource containing confidential and proprietary information. It includes mandatory specifications, standards, procedures, and rules that Focus Cfo periodically prescribes for franchisees. The Playbook also features continually updated best practice and resource centers, all of which franchisees must comply with. Focus Cfo may modify the Playbook over time.
New Focus Cfo franchisees gain access to the Playbook after signing the Franchise Agreement and paying the Franchise Fee. Access is typically granted within two business days of fulfilling these requirements. The initial training program involves reviewing required sections of the Playbook, which usually takes 20-30 hours. Franchisees must complete this initial training, including the Playbook review, within two weeks of signing the Franchise Agreement.
Prior to signing the Franchise Agreement, prospective franchisees can request temporary access to the Policies and Procedures section of the Playbook by signing a non-disclosure agreement with Focus Cfo. During the operation of the franchised business, Focus Cfo franchisees will continue to have access to the Playbook.