Financial Advisor Projects

Data Annual Form 10-k

Overview Accountants must be familiar with the amount of data required in the Annual Form 10-K filing and the Annual Proxy filing for publicly traded companies because they will use the data from these filings to research a company’s competitors. Accountants can even use the data from these filings in their personal life to research investment opportunities. Scenario In this milestone, you will prepare a valuation for a 1% minority shareholder on the assumption that your company is a “going concern” company, meaning that the company will be able to pay its financial obligations as needed for the foreseeable future. Directions In this milestone, you will provide a brief history and overview of the company you selected. Use your company’s most recent Form 10-K filing and SEC Annual Proxy filing from The Securities and Exchange Commission’s (SEC) website to gather the information described in the rubric criteria. You will also provide a brief summary of your findings for your valuation team members and include a visualization in the summary. Note: Refer to this module’s Discussion for the list of companies to choose from. Specifically, you must address the following rubric criteria: Links Provide the most recent SEC Form 10-K filing link for the company. Provide the most recent SEC Proxy filing link for the company. History and Overview Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response: How long has the company been in business? Who was the original founder of the company? What significant changes to company leadership have occurred? How has the company changed since its beginning? Consider expansion of locations or products/services, etc. Identify all of the company’s major locations for their facilities and/or other properties. Identify all of the customers recognized by the company. List all of the names of the executive management team of the company. Identify all of the competition recognized by the company. Identify all of the major shareholders of the company. Describe business risks recognized by the company. Explain how the company is committed to environmental, social and governance (ESG) efforts and sustainability. Describe the company’s leadership in energy and environmental design (LEED) status. Consider the following questions to guide your response: Is the company currently LEED certified? If the company is not currently LEED certificated, is it working toward becoming LEED certified? Summary Summarize your findings for the valuation team. Include the following details in your response: Explain what you learned as you researched the company. Identify the key points the valuation team needs to be aware of. Create at least one effective visualization that supports key points. Include the following detail in your response: Provide appropriate labels for the visualization(s). If you need writing support, access the Academic Support module of your course. What to Submit Submit the Business Valuation Template with the Milestone One: Introduction section completed. The Introduction section should be an additional 4- to 6-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins in addition to the current page count. Sources should be cited according to APA style. Note: You will be using this same file throughout all the milestones and your project. Supporting Materials The following resources support your work on this assignment: Website: U.S. Securities and Exchange Commission This website allows users to search for a publicly traded company and find their published financial statements. Use this website to find your company’s 10-K filing.

opportunity

I need a website for a company

Veritas Motor Group is a London-based automotive group launching with core services in accident management, vehicle hire, salvage, and repair coordination. We require a professional, modern, high-credibility website to establish brand trust, convert leads, and support 24/7 claim intake. Deliverables Required: Fully responsive website (desktop + mobile) 6–8 core pages, including: Home About Us Accident Management Vehicle Hire Salvage & Repair Contact / Claim Form Simple CMS for content updates (WordPress or Webflow preferred) Strong call-to-action placement Integrated enquiry/claim form with email notifications Click-to-call buttons for mobile visitors Cookie + privacy notice setup Style & Visual Direction: Law-firm grade professionalism Clean, modern, minimal Black/white/charcoal palette with one smart accent colour Trust-first design (no gimmicks, no cartoon icons) Functionality Requirements: Claim enquiry form + validation Optional live chat plugin integration Google Analytics + conversion tracking Fast loading, SEO-friendly structure Ability to add borough-specific landing pages later Nice-to-have (not essential): Quote/claim intake automation to CRM Blog/resources page Hosting/DNS support Budget Range: Flexible based on capability and quality — seeking experienced devs, not entry-level. Must Haves in Proposal: Portfolio of similar corporate/insurance/automotive sites Design examples that match the tone Timeline + milestone breakdown Post-launch support options Tone We’re Looking For: Serious, credible, professional — closer to a legal or financial services firm than a car dealer.

WordPress theme designed

Summary JOB TITLE: Web Designer Needed for Premium UK Charity / NGO Website (WordPress) Job Description: We are a newly registered UK Charity raising funds to build a 120-bed orphanage and community hospital in West Africa. We are looking for an experienced, high-end web designer to build a modern, premium, and trustworthy website that appeals to international and high-net-worth donors. Good News for the Designer: You do NOT need to write any text. We have a complete "Website Master Pack" ready for you, which includes the site map, exact text for every page, colour codes, and functional requirements. We just need you to bring it to life visually. Scope of Work (7 Pages): 1. Home 2. Who We Are (Mission & Values) 3. The 21-Year Journey (Timeline design needed) 4. Lifeline Health (The Clinic) 5. Masterplan & Updates (Grid layout for photos) 6. Financial Roadmap & Partner (Tables and Donation integration) 7. Contact Us (With maps and form) Key Functional Requirements: • Donation System: Integration with Stripe/PayPal for one-off and monthly recurring donations. • UK Gift Aid: A required checkbox for UK donors to claim Gift Aid. • Legal Compliance: A standard GDPR Cookie pop-up and links to our PDF policies. • Mobile Responsiveness: The site must look perfect on mobile phones. The Handover (CRITICAL): The final deliverable must include: 1. Full Ownership: All Admin logins and passwords transferred to the charity. No vendor lock-in. 2. Easy CMS: The site must be built on WordPress (using Elementor or Divi) or Webflow so our internal team can easily update text and photos. 3. Training: A 10-minute screen-recorded video showing us how to log in, change text, swap images, and post updates to the "Masterplan" page. Required Experience: Please share links to 2 or 3 NGO, Charity, or Church websites you have designed. Do not send generic corporate templates. Budget: [Set your budget, e.g., $400 depending on quality] Timeline: 2 - 3 Weeks.

opportunity

Business Plan Sales Partner –

Business Plan Plus is seeking one dedicated referral partner to work closely with us on an ongoing basis. We specialise in writing high-quality, fully researched business plans for entrepreneurs, startups, growing companies and immigration applicants across the UK and internationally. Our plans are commercially robust, professionally structured and aligned to funder, investor and Home Office requirements where applicable. We are now looking for an additional motivated individual who can introduce suitable plans and clients to us. This is a great opportunity to earn a more than satisfactory ongoing monthly income from clients with plans introduced. (or you may have plans from your own client's needs that you can introduce to us) About Business Plan Plus We provide professional business plans for: • UK Innovator Founder Visa applications • Skilled Worker / Sponsor Licence related business cases • Expansion Worker and Self-Sponsor routes • Start-Up Loan applications • SEIS / EIS investment preparation • Bank and commercial finance funding • Investor-ready pitch decks and financial forecasts • Franchise and multi-site expansion models • Strategic growth and acquisition planning Our clients include direct entrepreneurs, immigration solicitors, accountants, consultants, and growing SMEs who require structured, credible documentation. Plans are written to meet specific objectives – whether securing endorsement, obtaining finance, attracting investors, or guiding business growth. The Opportunity We are seeking one individual who : • Has access to entrepreneurs, startups, immigration applicants or growing businesses • Works with accountants, solicitors, consultants or advisory firms • Is confident making introductions and building professional relationships • Understands the value of high-quality business planning • Is reliable, organised and professional You will introduce qualified prospects to us. We handle consultation, quoting, writing and delivery. You earn a strong commission on every confirmed plan. There is no limit to earnings. The more suitable plans introduced, the more you earn. This Role Suits Someone Who: • Already works with startups or small businesses • Is connected to immigration advisers or legal professionals • Provides consulting or advisory services • Has an entrepreneurial mindset • Wants a flexible, remote income stream This is not cold-call telesales. We are looking for a relationship-based introducer who understands professional services. What We Offer • Clear service structure and pricing • Proven track record and professional credibility • High commission structure • Ongoing collaboration and support • Remote working • Long-term partnership potential You may wish to use or Brand or be independent when you approach prospects. We are looking to work closely with one committed individual rather than multiple casual introducers. To Apply Please include: • A brief summary of your background • Who you would introduce business plan services to • Your experience working with entrepreneurs or professional services • Why you believe you would be a good fit We are looking for someone serious about building a long-term partnership with us If you are well-connected, commercially aware, able to introduce plans to us and are motivated by the income we offer, we would welcome your application.

Webdesign of tokenisation project

The project is work in progress and I am looking for a developer who can step in and add value to this project. The website is https://autonomouscity.ai/ Below is a summary of a dialogue about how to present what the company is doing just to open up to you what is being discussed. The text below also need to be completed so it can be marketed via e mail and social media to drive people to the website and to the company to do business. Marketing summary sentence: ACFT gives investors long-term exposure to a growing tokenization platform, priority access to early-stage tokenized projects, and immediate upside through bonus token rewards. View live ACFT token trading and market activity on DEXTools: https://www.dextools.io/app/polygon/pair-explorer/0xf6c2633ddb1e039f5b529b04d29af0f53c1cf850 Supporting text: Position in a Growing Tokenization Company: Investors participate in a company built to structure, launch, and support tokens for businesses and entertainment properties—giving ACFT token holders long-term exposure to a growing pipeline of tokenized assets and projects. Access to Early-Stage Tokenization Deals: ACFT focuses on creating tokens for companies and entertainment projects at an early stage. Token holders receive priority awareness and visibility into active and upcoming tokenization opportunities being developed by ACFT. 10% Bonus on All Token Purchases: Early buyers receive a 10% bonus allocation of ACFT tokens on every purchase. Bonus tokens become freely tradeable after 30 days, providing early liquidity and potential upside. Live price, liquidity, and trading data can be tracked on DEXTools via the link above. AI feedback; Why this placement works Top placement captures skimmers who may only read the first 1–2 lines DEXTools link follows value, not interrupts it Second mention ties directly to liquidity, reinforcing trust and transparency AI suggestion: If you want, I can also provide: A shorter “CTA-only” version for landing pages A compliance-friendly version A high-conversion version specifically for crypto-native audiences My question: Yes please provide all three thanks Absolutely — below are all three versions, each optimized for a different use case while keeping the message consistent and clear. 1. Short CTA-Only Version (Landing Page / Button Section) Gain exposure to a growing tokenization platform with ACFT. Track live price, liquidity, and trading activity on DEXTools: https://www.dextools.io/app/polygon/pair-explorer/0xf6c2633ddb1e039f5b529b04d29af0f53c1cf850 2. Compliance-Friendly Version (Investor-Facing / Informational) ACFT is a tokenization-focused company designed to structure, launch, and support tokens for businesses and entertainment projects. Token holders gain visibility into early-stage tokenization initiatives and may receive bonus token allocations on qualifying purchases. Live market data, including price and liquidity, is publicly available via DEXTools: https://www.dextools.io/app/polygon/pair-explorer/0xf6c2633ddb1e039f5b529b04d29af0f53c1cf850 This information is provided for general informational purposes only and does not constitute financial advice. 3. High-Conversion Crypto-Native Version (Token Sale / Community Pages) ACFT gives holders exposure to a growing tokenization engine powering early-stage business and entertainment projects. • Long-term position in a company built to tokenize real-world and entertainment assets • Priority visibility into early-stage tokenization opportunities • 10% bonus on all token purchases, with bonus tokens tradable after 30 days

Need a sales pro experienced in selling systems to hospitality

Food-ordering.com provides a flexible, scalable ordering system for hospitality businesses and the hospitality arm of organisations. This includes restaurants and takeaways, as well as hotels, theatres, stadiums, exhibitions, events, food trucks, company food halls, and multi-site venues. The system is designed to operate across diverse environments — from permanent hospitality venues to temporary events — without dependency on specific hardware, languages, or marketplaces. I am seeking sales professionals to introduce suitable clients to the system or incorporate it within their own service offering. This opportunity is best suited to partners with an existing network or a clear, realistic plan to reach decision-makers within relevant organisations. WHY PARTNERS WORK WITH THIS SYSTEM Strong and ongoing demand across hospitality, events, and venue-based operations. A clear, tangible value proposition that is easy to explain to clients. Short sales cycles with operational decision-makers. Suitable for both one-off introductions and long-term client relationships. SYSTEM OVERVIEW Supports multiple deployment models and operating environments. Branded online ordering for web and mobile. On-site self-service ordering via kiosks. Multi-language support - Works in any country Suitable for single-site and multi-location operations. Hardware-agnostic deployment. Configurable for permanent venues and temporary or event-based use. Designed to support direct ordering and operational efficiency. The system is designed to operate across diverse environments — from permanent hospitality venues to temporary events — without dependency on specific hardware, languages, or third-party marketplaces. All onboarding, configuration, hosting, and ongoing system support are handled by us. COMMERCIAL STRUCTURE Partner remuneration can be structured in several ways, depending on preference, involvement, and scale. Percentage-based ongoing revenue share per active client (30%). Fixed fee per successful signup (£800). Monthly retainer-style arrangements. White-label or mark-up models. Combination structures for higher-volume partners. Terms are agreed on a partner-by-partner basis. SALES INVOLVEMENT & DELIVERY Partners may choose to make introductions only, co-handle discussions, or manage the commercial relationship directly. The preferred approach is agreed in advance. No technical delivery, onboarding, or ongoing system support is required from partners. IDEAL PARTNER PROFILE Sales professionals and commercial advisors. Consultants and agencies serving hospitality, events, or venue-based clients. Graphic designers producing menus, signage, or printed materials for hospitality. Web designers, developers, and mobile app developers. Accountants, business advisors, and technology providers. Individuals or organisations with direct access to relevant decision-makers. SCOPE & EXPECTATIONS Global deployment. The system can be used in any country. Professional communication and reliable engagement. Clear positioning and realistic expectations. This is an ongoing commercial relationship, not a one-off referral arrangement. PROPOSAL REQUIREMENTS Please include your background and relevant experience. How you would introduce or position the system. The types of clients or venues you currently work with. Your location. NEXT STEPS Suitable partners are welcome to request a short introductory call to discuss the system, commercial structures, and overall fit in more detail. LONG-TERM PARTNERSHIP This is a long-term commercial partnership opportunity designed to generate recurring value for both parties through sustained client introductions and system adoption.

PPC Consultancy (On-Going) - Senior PPC Consultant

Senior PPC Consultant – Ad-Hoc Strategic Support (Google & Microsoft Ads) We are a UK-based business running high-volume, high-intent lead generation campaigns in the legal / financial services space. We are looking for a senior, independent PPC consultant to work with us on an ad-hoc consultancy basis. This is not a daily campaign management role. Most execution will be handled in-house. What We Need Support With: - Reviewing existing Google Ads & Microsoft Ads campaigns - Diagnosing performance issues following restructures - Providing clear, prioritised recommendations for us to implement - Monthly / quarterly strategic reviews Project-based work such as: - Offline conversion tracking (CRM → Ads) - Transitioning to value-based bidding / ROAS strategies - Measurement & attribution diagnostics - Assisting with Google Ads policy or suspension issues where required What We Are Not Looking For: - Junior or mid-level PPC freelancers - “Best practice” advice without commercial context - Daily bid / keyword management - Generic audits or automated reports Required Experience: - 7+ years hands-on PPC experience - Deep expertise in Google Ads Search Experience working with: - CPA-constrained accounts - High-volume lead generation - Offline conversion tracking - Value-based bidding strategies - Comfortable challenging Google recommendations when needed Engagement Details: - Ad-hoc consultancy - Hourly rate (please state) NDA required for shortlisted candidates Long-term relationship possible APPLICATION QUESTIONS (MANDATORY) To be considered, you must answer all questions below. Generic or copy-paste proposals will be ignored. 1. We need to increase lead volume without increasing CPA. What practical levers would you explore first, and why? 2. Please describe one real example where you successfully: Increased volume while holding CPA stable OR Recovered volume after a restructure caused performance decline (Brief context + what you actually changed.) 3. In your experience, what commonly goes wrong when accounts are restructured “according to best practices”? 4. What is your approach to introducing offline conversions without destabilising performance? Important We are looking for someone who: Thinks commercially, not just technically Is comfortable being challenged — and pushing back Can explain why something should or should not be done If this sounds like you, we’d like to hear from you.

opportunity

Web Designer – WordPress Site Refresh (Brand-Led, No Rebrand)

We are looking for an experienced web designer to refresh an existing WordPress website for Almost Family, a UK-based, non-medical companionship and practical support service for older people. This is not a rebrand and not a full rebuild. The objective is to align the current site to our agreed brand, simplify structure, and add a small number of new pages. ⸻ Website context • Website: www.almostfamily.co.uk • Platform: WordPress • Sector: Non-medical companionship & practical support (not regulated care) • Audiences: • Families arranging support for older relatives • Local professionals (GPs, solicitors, churches, IFAs) ⸻ Scope of work 1. Content-led refresh (implementation, not strategy) • Implement revised copy that we will provide • Ensure consistent tone across all pages • Remove or soften any language that implies regulated or clinical care • No SEO blog strategy required ⸻ 2. Page structure (already agreed) Existing pages to refresh • Home • What We Do • How It Works • Contact New pages to add • For Professionals (hub page) • Support for GP Practices • Support for Solicitors & Probate Professionals • Support for Churches & Pastoral Teams • Support for Independent Financial Advisers (All copy will be supplied or finalised with you.) ⸻ 3. Branding & logo (authoritative – important) We already have a complete Brand Guide, including: • Logo system (horizontal, vertical, mono, whiteout) • Colour palette • Typography • Imagery style This project does not involve a rebrand or logo redesign. Your role is to: • Apply the existing logo correctly and consistently • Align the site’s look and feel to the supplied Brand Guide • Correct any inconsistencies on the current site You should not: • Redesign or reinterpret the logo • Introduce new fonts • Change colours outside the defined palette • Add visual effects, badges, or marketing embellishments The Brand Guide will be provided and should be treated as the single source of truth. ⸻ 4. Design expectations • Calm, uncluttered, professional • Trust-led (not sales-led) • Not a “care agency” look • Restrained use of imagery • Mobile-friendly • Clean navigation ⸻ 5. Technical requirements • WordPress best practice • Minimal, sensible plugins only • Clean handover on completion • No ongoing marketing or SEO retainers ⸻ What we are not looking for • No rebrand • No logo work • No SEO packages • No funnels or conversion gimmicks • No ongoing retainers ⸻ Proposal requirements Please include in your proposal: • A brief explanation of how you would approach this refresh • 1–2 relevant examples of calm, professional service websites • An estimated timeline • Your proposed fee for the project ⸻ Ideal designer • Comfortable working from a clear brief • Sensitive to tone and regulated-adjacent environments • Happy implementing agreed decisions (not reinventing) • Clear communicator ⸻ Screening questions (please answer) 1. What would you not change on the existing site? 2. How would you avoid making this feel like a traditional care agency? 3. Share one example of a calm, trust-based site you’ve worked on.