What is the 'Playbook' referenced in the Focus Cfo agreement?

According to the 2025 Focus Cfo Franchise Disclosure Document, the 'Playbook' is defined as Focus CFO's learning management system, currently named 'Playbook', and the company's internal resource center, currently 'Basecamp'. These resources contain confidential and proprietary information regarding mandatory specifications, standards, procedures, and rules that Focus CFO periodically prescribes for its franchisees. It also includes continually updated best practice and resource centers. Franchisees gain access to the Focus CFO Playbook as part of their initial training and are required to complete specific sections within two weeks of signing the Franchise Agreement.

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 retains the right to modify, revise, amend, or change the Playbook based on experience, development of the system, competitive conditions, and other factors. Franchisees are obligated to review, become familiar with, and continually monitor all materials within the Playbook and must strictly comply with its contents and any modifications.

Compliance with the Playbook is critical for Focus CFO franchisees. Franchisees must adhere to the policies outlined in the Playbook to meet performance standards. 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 the standards after receiving notice or accumulates three violations of any standard. The Playbook also contains Focus CFO's Core Values, and violations of these values, even if reported by another franchisee or corporate associate, can contribute to a failure to meet performance standards.

Access to the Playbook is considered Confidential Information. Franchisees must hold this information in strict confidence, limiting access to those with a need-to-know and using it only for fulfilling obligations under the Franchise Agreement. Upon termination or expiration of the agreement, all Confidential Information, including any information retrieved from the Playbook, must be returned to Focus CFO. This underscores the importance of the Playbook as a central, confidential, and regularly updated resource for Focus CFO franchisees, governing their operations and adherence to the Focus CFO system.