Cordis Private Client is the succession and transition advisory firm in the Cordis family, focused on lower-middle-market businesses with $5M or more in EBITDA where the founder is navigating not just a sale but a broader set of family, succession, and wealth-transition questions.
What Cordis Private Client does
Multi-year engagements that combine succession planning, transition advisory, and family-office-style coordination across the founder’s personal and business affairs. Engagements often run 24 to 60 months and include the operational preparation work, the transaction work, and the post-transaction wealth-transition work.
Why “by referral”
Like Cordis Group, Cordis Private Client does not market outbound. Engagements come through existing client referrals, Cordis Foundry readers who take an MRI and surface the broader scope, and a small number of centers-of-influence in the multi-generational business community.
How Private Client differs from Group
Cordis Group is M&A advisory. Cordis Private Client is succession and transition advisory. A founder who knows they want to sell, has the operational work in hand, and needs the transaction managed, is a Group client. A founder who is navigating succession across a longer horizon, who has family considerations, who is thinking about the wealth transition as well as the business transition, is a Private Client.
Many engagements begin as one and become the other, in either direction. The intake conversation is structured to determine which is the right starting point.
How to begin
The MRI is the typical entry point. The contact form on this page also reaches a Private Client principal directly.