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      ‘Mergers and Acquisitions’

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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

      Holding Strong In a Sell Heavy Environment

      What if selling your wealth management practice is the wrong move? Everyone tells you selling is the goal—the ultimate prize. But what if the real value lies in holding on? What if selling means giving up control, sacrificing long-term wealth, or walking into a future you regret?  Before you make your move, consider not selling [...]

      29 August 2025

      Gina Tigere

      Business sale, Corporate Finance, Employee Ownership Trusts, EOT, IFA sale, Mergers and Acquisitions, Succession Planning

      Deal Making

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