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      Rules for Being “Petty” (Steady)

      Rules for Being “Petty” (Steady)

      In consultation with clients, we often talk about the conditions of sale. In business generally, conditions of sale are the specific requirements, obligations, or circumstances that must be satisfied before a sale can complete. They act as checkpoints to protect both buyer and seller. We use these rules as a guide in every transaction. They […]

      30 August 2025

      Gina Tigere

      AND Capital Projects, Mergers and Acquisitions

      Deal Making, IFA Sales, Sell-side, Sellers

      Protecting your Deferred Payments

      In 2024, Principals facing the loss of up £250,000 in deferred payments from the sale of their wealth management company asked us to step in. Each needed someone on their side.  We recovered the entire loss sum. In our lowest-value case, a business owner invested just £3,500. Through our intervention, we recovered £55,000 that could […]

      30 August 2025

      Gina Tigere

      AND Capital Projects, Conflict resolution, Mergers and Acquisitions

      Buy-Side, Buyers, Deal Making, IFA Sales, Sale Structures, Sell-side, Sellers

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