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M&A Prospects
Objective: To build a targeted list of UK business owners that match a clearly defined acquisition profile, for direct, personalised outreach via LINKEDIN. This is about quality over quantity. Ideal Business Owner Profile - Age: 50+ Role: Founder / Owner Location: UK Ideal Business Profile - Trading history: 3+ years Turnover: £1m+ per annum Ownership: Privately owned (not PLC or VC-backed) Sectors: 1. Property services (no construction companies) 2. Health, Leisure, Sports & Wellbeing Data Required (per lead) - Name Job title Company name LinkedIn profile URL Email address where possible Phone number where possible Company website Estimated turnover Years trading Sector Location Examples - Coach Education, Physiotherapists, Online health trackers, Health tech. Slate distribution, HVAC, property maintenance, security, commercial cleaning, and equipment hire. Initial batch: 500 qualified leads Accuracy and relevance are more important than scale. Deliverables - 1.Clean Excel or Google Sheet 2. Notes on any assumptions used (age, turnover estimates)
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.
Marketing & PR Consultant – B2B Professional Services
We are a high-end, boutique facilities management (FM) business, delivering bespoke, service-led solutions to premium commercial and residential environments. We’re looking for an experienced freelance Marketing & PR Consultant to take ownership of our content, positioning, and visibility, with a strong focus on LinkedIn, website improvements, and authority-building content. We currently don’t have a formal marketing or PR plan, or internal resource, so this role requires someone who can create the direction and deliver the work. Scope of Work LinkedIn content & thought leadership Create and manage regular LinkedIn content Develop a clear thought-leadership narrative around premium FM, service excellence, discretion, and experience-led delivery Mix of insight-led posts, industry commentary, behind-the-scenes expertise, and brand storytelling Content designed to build trust and credibility, not vanity metrics Website improvements Review and improve website copy and structure Refine key pages to clearly communicate our boutique positioning and differentiation Ensure messaging supports authority, reassurance, and conversion Light SEO awareness where appropriate, without diluting tone or quality PR-led content (LinkedIn-first) Apply PR principles to content creation to strengthen trust and legitimacy Position us as a knowledgeable, credible voice in the FM and workplace experience space Identify opportunities for light PR activity (awards, features, trade content, profile building) What We’re Looking For Proven experience in B2B, professional services, property, construction, or FM-adjacent sectors Strong writer with the ability to articulate premium, service-led brands Comfortable working with minimal input and creating structure independently Able to balance strategy and hands-on content creation UK-based or strong understanding of the UK FM / property market preferred Engagement Ongoing freelance role Estimated 5–10 hours per month initially Opportunity to expand scope as the partnership develops We’re looking for someone who can shape the story, create the content, and elevate how we are perceived.
UK Phone Answering & Lead Handling (Inbound)
I’m looking for a reliable UK-based (or UK-accented) phone answering professional to handle inbound calls only for an established UK training provider delivering professional compliance and technical courses. This role is enquiry handling, not sales pressure and not payment processing. Callers are typically ringing to ask about course dates, locations, availability, or booking process. Important security note: You will never be required to take payment or credit/debit card details over the phone. All payments are handled via secure payment links or invoicing only. What the role involves Answering inbound calls during agreed hours Handling basic training course enquiries (script and FAQs provided) Confirming course availability and options Collecting accurate caller details (name, company, email, phone, location) Sending a secure payment link or confirming that an invoice will be issued Booking call-backs where required Logging enquiries clearly and accurately What the role does not involve No cold calling No hard selling No handling of card or payment details What I’m looking for Clear, professional UK phone manner Calm, confident communication with tradespeople, facilities managers, and business owners Strong attention to detail when capturing information Reliable availability and consistent call handling Previous phone answering, VA, or customer service experience preferred What I’ll provide Call script and FAQs Clear guidance on when to answer vs escalate Simple enquiry logging process Secure payment link / invoice workflow Additional details Ongoing work (not a one-off task) Call volume is currently modest but increasing Paid per hour or per call — open to sensible proposals Full business details shared after initial screening To apply, please confirm Your availability (days and times) Your experience with phone answering or enquiry handling Whether you’ve worked with training providers, trades, or service-based businesses I’m looking for someone dependable, professional, and security-minded rather than sales-driven.
Freelance Exhibition Booth Assistant (UK)
1. Engagement Overview We are seeking a UK-based freelance exhibition assistant to support our participation at a technology exhibition in London. This is a short-term, on-site freelance engagement covering booth setup, exhibition days, and post-event dismantling and packing. This role is strictly limited to exhibition support, marketing assistance, and lead generation. The freelancer will not be authorised to negotiate, sign contracts, or make binding commercial commitments on behalf of the company. 2. Engagement Period Setup Day: 1 day prior to exhibition opening Exhibition Days: 2 days (full show hours) Dismantling & Packing: End of final exhibition day (Exact dates and venue details will be provided upon engagement.) 3. Scope of Work A. Pre-Exhibition Setup (Day Before Exhibition) The freelancer will be responsible for: Receiving Exhibition Materials Receive pre-shipped materials at a UK address (provided in advance) Verify receipt against a checklist supplied by us Booth Setup Arrange product samples, demo units, and marketing materials inside provided cabinets and display units Place brochures, flyers, and giveaway items neatly and professionally Ensure booth presentation matches reference photos / setup guide provided Branding & Visuals Apply supplied self-adhesive vinyl banners / stickers onto booth wall panels Ensure stickers are applied straight, clean, and without damage to panels Follow positioning instructions provided by us B. Exhibition Attendance & Support (During Show Days) During exhibition opening hours, the freelancer will: Booth Presence Be present at the booth during agreed hours Maintain a professional, welcoming appearance and conduct Visitor Engagement Greet visitors Distribute brochures, flyers, and marketing material Provide high-level explanations of products using supplied talking points Demonstrate products at a basic, non-technical level (training material provided) Lead Collection Capture visitor details using: business cards QR forms lead capture sheets or apps (as instructed) Note visitor interests and questions for follow-up Escalation & Follow-ups For detailed technical or commercial queries, direct visitors to: a designated email address, or scheduled online follow-up meetings Facilitate remote introductions where required (e.g., video call with our team) C. Post-Exhibition Dismantling & Packing At the end of the exhibition, the freelancer will: Branding Removal Carefully remove all vinyl stickers / banners from wall panels Ensure panels are left clean and undamaged, as required by the organiser Packing & Logistics Pack all product samples, demo units, and remaining marketing materials securely Label items according to instructions provided Arrange shipment to a specified UK address (courier details provided or approved by us) Confirm dispatch and provide tracking details 4. Materials & Support Provided by Us We will provide: All exhibition furniture (via organiser) Product samples and demo units Marketing materials (brochures, flyers, giveaways) Branding stickers / banners Setup reference photos and written instructions Product overview document and FAQ Lead capture method and reporting template Remote support during the exhibition if required 5. Deliverables The freelancer is expected to deliver: Properly set up and presented booth Continuous booth coverage during exhibition hours Daily summary of leads collected Secure packing and confirmed shipment of materials post-event Final handover report (leads + shipment confirmation) 6. Skills & Requirements Must be legally allowed to work in the UK Prior experience in: exhibitions, trade shows, events, or brand promotions (preferred) Strong communication and interpersonal skills Comfortable applying/removing adhesive branding materials Reliable, punctual, and detail-oriented Able to follow instructions accurately 7. Authority & Limitations The freelancer: ❌ Is not authorised to sign contracts ❌ Is not authorised to negotiate pricing or commercial terms ❌ Is not authorised to represent the company as a legal or sales agent All commercial discussions must be referred back to our team. 8. Engagement Type & Payment Engagement type: Freelance / Independent Contractor Duration: Short-term (event-based) Payment structure: Fixed fee or hourly rate (to be agreed) No employment, visa sponsorship, or long-term commitment implied 9. Confidentiality The freelancer must treat all product information, pricing discussions, and business contacts as confidential, and may not use collected leads for any purpose other than this engagement.
