Cordis Private Client is the succession and transition advisory firm in the Cordis family. It works with lower-middle-market businesses with $5M or more in EBITDA. The founder here faces not just a sale but a wider set of family, succession, and wealth questions.
What Cordis Private Client does
Multi-year engagements that combine succession planning, transition advice, and family-office-style coordination across the founder’s personal and business affairs. They often run 24 to 60 months. They cover the prep work, the deal itself, and the wealth-transfer work after the deal.
Why “by referral”
Like Cordis Group, Cordis Private Client does not do outbound marketing. Work comes through referrals from current clients, Cordis Foundry readers who take an MRI and turn out to need the wider scope, and a small number of trusted advisors in the multi-generational business world.
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 prep work in hand, and needs the deal managed, is a Group client. A founder working through succession over a longer horizon is a Private Client. They have family to weigh and the wealth transfer to plan alongside the business sale.
Many engagements start as one and turn into the other, in either direction. The intake conversation is built to find the right starting point.
How to begin
The MRI is the usual way in. The contact form on this page also reaches a Private Client principal directly.