factual

Does Focus Cfo provide a standard BAA for franchisees to use?

Focus_Cfo Franchise · 2025 FDD

Answer from 2025 FDD Document

  1. Business Associate Agreements (BAA). In accordance with Focus CFO policy, Franchisees are never authorized to execute a BAA as prepared by the client. Focus CFO has a standard BAA that can be provided to a client, in cases when a BAA is required by the client. Franchisees are authorized to execute a BAA only when prepared through Focus CFO's centralized preparation process only. When a BAA is required with a client, Franchisees are also asked to execute additional documentation for Focus CFO indicating the Franchisee is aware of the requirements of the BAA and will be in ongoing compliance with Focus CFO policies and procedures surrounding clients where a BAA in place.

Source: Item 23 — Receipts (FDD pages 37–126)

What This Means (2025 FDD)

According to the 2025 Focus Cfo Franchise Disclosure Document, Focus Cfo does provide a standard Business Associate Agreement (BAA) for franchisees to use with clients when required. However, franchisees are never authorized to execute a BAA prepared by the client.

The Focus Cfo standard BAA is provided to the client when needed. Franchisees are only authorized to execute the BAA that is prepared through Focus CFO's centralized preparation process.

Furthermore, when a BAA is required with a client, Focus Cfo also requires franchisees to execute additional documentation for Focus Cfo. This documentation confirms that the franchisee is aware of the BAA requirements and will remain compliant with Focus Cfo's policies and procedures related to clients where a BAA is in place. This ensures that all franchisees adhere to a consistent standard when dealing with sensitive client information and legal requirements.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.