Initial Enquiry & Discovery Call
We start the process with an initial call. During this
call, we cover the process overview, costing, and
the necessary documents to proceed.
Appointment Scheduling
After the invoice is paid and our LOE has been signed,
appointment calls are booked.
Invoice Issuance & LOE
Once an agreement is reached, an invoice is sent to the client for
immediate payment, along with the Letter of Engagement (LOE).
We will proceed to the next steps upon receipt of payment.
Onboarding
Clients are then sent a secure link to upload their
ID documentation and complete the AML process.
From Vision to Success
From Vision to Success
Pubco Sign-off Sheet
Second Call: Financials
The second call is conducted to discuss and
complete the financials of the business plan. Work
on the financials of the plan then commences.
Once the client approves the draft, we’ll send the
Pubco sign-off sheet.
Submission of Pubco Information
For us to access your pub company information
(pub details, price list, & other relevant documents),
please appoint Carroll Accountants via the portal
at dave@carrollaccountants.co.uk (if applicable)
Draft Plan Review
The written and financial parts are merged, and a draft copy
of the business plan is sent to the client. Amendments or
changes are made until the client is satisfied.
Final Plan Delivery
Upon receiving the signed sign-off sheet, the final business
plan is completed and sent to the client. The finished plan is
uploaded to the Pubco Portal.
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First Call: Drafting the Plan
The first call is conducted to discuss and complete
the written part of the business plan. Work on
creating the draft of the plan commences.
Disclaimer: All estimates of the financial data in the business plan are solely based on the information provided by the client. While Carroll Accountants offers expert
advice and support throughout the planning process, we do not independently verify these assumptions. By signing and accepting the business plan, the client
acknowledges this advisory role and agrees to this distribution of responsibilities.
Our Business Plan Charter
The process from this step onwards
should take no longer than 5 days, subject
to the availability of all information and
timely responses from the client.
This step is essential and is usually a
required part of the pub company’s
process.