What is the process for Focus CFO Franchisees to request approval for Non-Disclosure or Confidentiality Agreements (NDA)?

According to the 2025 Focus Cfo Franchise Disclosure Document, all requests for Non-Disclosure or Confidentiality Agreements (NDA) with potential clients or other parties must be reviewed by Focus Cfo before execution. An Area President or CFO may only be authorized to sign an NDA on behalf of Focus Cfo after Focus Cfo has reviewed and approved it in advance. Focus Cfo prefers to use its own NDA, rather than one prepared by a prospective client or their attorney.

This requirement ensures that all confidentiality agreements align with Focus Cfo's standards and legal requirements, protecting the brand and its confidential information. It also centralizes control over legal documents, reducing the risk of franchisees inadvertently agreeing to unfavorable terms.

For a prospective franchisee, this means they cannot independently enter into NDAs with clients or other parties. They must submit all NDA requests to Focus Cfo for review and approval, adding a step to the client acquisition process. Franchisees should factor in this review period when negotiating with potential clients to avoid delays. Franchisees should also inquire about the typical turnaround time for NDA approvals to manage client expectations effectively.