You see the return, the entity and the estate plan. Cordis shows how a buyer would read the same company. An introduction begins with a written study, at no cost to your client, and keeps you at the center of the plan.
Why advisors introduce us
Owners rarely open with the word sale. They ask at a year-end planning meeting whether the structure still makes sense. They mention that a competitor was bought, or wonder aloud what happens to the company if they are not around. You are usually the first person to hear it, and often the only one they trust with it.
A good answer needs a buyer's view of the business, and that sits outside the work you were engaged to do. Cordis provides that view in writing, and coordinates with you from the start.
Someone also has to run the coordination once an ownership change comes into view: the document requests, the follow-up, the numbers made to agree across versions. Without a team, it falls on the owner, who has never done it before. Cordis carries it, and keeps every advisor current.
How an introduction works
The sequence is short, and every step waits for the client's agreement.
What each of you receives
The client receives a written study of how a buyer would price the business, the findings a buyer's accountant would raise, and an ordered list of next steps. It is written in plain language to stand on its own, so it can be read at a kitchen table without anyone presenting it.
Each finding names the person best placed to resolve it, and in most studies that is the client's own accountant or attorney. The work that follows arrives as yours to lead.
Our commitments to you
We will say each of these to the client in front of you.
You were there before us and will be there after. Our work is built around the plan you already hold with your client.
Cordis offers no accounting, legal or wealth services and gives no tax, legal or investment advice. That work stays with you.
We work with existing counsel and accountants rather than replacing them. Findings in your field come to you to resolve.
Nothing about your client is shared, and nobody is contacted on their behalf, without the client's say-so.
Lines we hold
These hold for every client, whether the work ends with a study or runs through a sale.
Where it fits
We ask for one introduction, and nothing from your firm. Once you have read a study, you will know whether the work deserves a place with more of your clients, and that is a conversation for later.
The natural moments are ones you already have on the calendar: a year-end planning meeting, an estate plan review, a buy-sell agreement that has not been looked at in years, a partner nearing retirement, or a client who mentions an unsolicited offer.
The study fits owners who intend to sell, to hold or to grow by acquisition. Your client does not need to be thinking about a sale to benefit from seeing the company the way a buyer would.
Tell us your name, your firm and the best way to reach you. Add your client's details only if the client has agreed. A senior member of the firm replies within one business day.
Questions
There is no cost. The Value Protection Study requires no engagement letter and no commitment; if you send your client's records, we ask for the client's one-line written consent.
No. Cordis gives no tax, legal or investment advice and does not offer those services. That work stays with you and the client's other advisors.
Yes. We ask for the client's written consent before any document reaches us, and we will not use client information without it.
Yes, if your client agrees. Most do, and many prefer to read it with you.
Often more so. It shows how a buyer would read the company while there is time to act, which matters for an estate plan, a buy-sell agreement or a family transfer as much as for a sale. It is not an appraisal; where one is required, counsel retains a credentialed appraiser.
Yes, if your client would like you there.
Yes. Cordis advises owners growing by acquisition, as well as owners preparing to sell, and represents one side of any transaction.
You stay in the plan. Every advisor on the client's team is kept current in writing, and findings in your field continue to come to you.
Twenty minutes on the phone is enough to see whether this fits your practice. Nothing is asked of your firm beyond that.