Who must review requests for NDAs with potential clients before execution for Focus Cfo?

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

This requirement ensures that all NDAs meet Focus Cfo's standards and protect its interests. It also centralizes the control of confidential information, reducing the risk of inconsistent or unfavorable terms in agreements made by individual franchisees.

For a prospective Focus Cfo franchisee, this means they cannot independently enter into NDAs with potential clients. They must submit all NDA requests to Focus Cfo for review and approval, adding a step to the client acquisition process. This may require franchisees to plan ahead and allow time for this review when engaging with potential clients. However, this also provides the benefit of Focus Cfo's expertise in ensuring the NDA is appropriate and protective of the franchise's interests.