The number is how an owner says it out loud. Underneath it is time, a name on the building, a guarantee they signed, the people who stay employed. We establish what the number is protecting first, then design the structure that protects it. Tax and family, read in the same hour. That order is the method.
Cordis is Latin for "of the heart." The name was chosen before the first mandate.
Owners describe a transition in numbers because numbers state plainly. Underneath, they mean something else, and each of those becomes an opportunity, a constraint, or a guardrail in the structure.
The years with grandchildren the business has been renting from them.
Keeping it on the building, and on the town, after the owner is gone.
Retiring the debt they personally signed for, and the risk that came with it.
Not being the reason it failed after they left. The people stay employed.
We establish what the numbers are protecting first, then design the structure that protects it. That order is the whole method.
The number is a proxy. The structure protects what it actually stands for.
And nearly all of it stays movable until a letter of intent exists. A single decision read through the tax lens and the family lens together, while it can still be changed, is worth more than any amount of optimization applied after the terms are set.
Ninety-five percent of owners enter the biggest transaction of their life without a team assembled. The coordination does not disappear. It gets absorbed, unpaid, by the one person who has never done this before.
The document request, assembled and kept current.
Following every open item to the person who holds it.
Numbers made to agree across every version.
Owner language into buyer language, both ways.
What has to happen before what, held in order.
Every advisor kept current without a meeting.
The client stays yours. Nothing gets cross-sold, and we will say so to the client in front of you. Introducing a client to this work is work that reflects well on the advisor who made the introduction.
The first conversation costs nothing and commits neither side. Scope, price and an end date are set in writing before any work starts. No success-only mandates in either direction, and unapproved expenses are ours. There is no version of this where the number moves later.