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 are our North Star. And we encourage every party, whether working with an advisor or not, to hold in their own minds and hearts a clear sense of what their conditions of sale truly are.

Behind every contract and clause sits a much more human set of truths: what you will accept, what you won’t, and where you will stand firm.

For our clients, we capture this in five simple rules for being “petty”—tough in cheek, but steady in spirit:

Rules For Being “Petty” (Steady):

1. Independence is a feature, not a compromise. The right sale should strengthen your position—not diminish it.

2. Trust is earned—no blind faith. Respect the process, the buyer should prove their value, never hand over your future lightly.

3. People matter, and so do boundaries. If you want to go fast, go alone. If you want to go far, go together.

4. Put values above validation. The right deal honours your character, not just your numbers.

5.Victory as a calculated gain. Deals aren’t battles to be won, they’re alliances to with costs and rewards.

 

 

Acknowledgements

“The Plot” is an thought series created by AND Capital Projects LTD.

It is forever dedicated to the memory of Julie Wilson, whose inspiration, resilience, and forward-

thinking spirit helped to shape its creation.

Power in Knowing