Your client gets ready. You lead the work.

Buyer-Ready shows a business owner what a buyer would look at, years before a buyer is in the room. It never tells anyone to sell. It sends owners back to their own CPA, attorney, and wealth advisor with better questions. Nobody calls your client, and you stay their advisor.

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What the method is

Five steps an owner can take before anyone calls.

You know the client. Good business, built over years, most of the family's wealth inside it. Not selling, and says so. But somewhere in the last year a buyer called, and it stuck.

The Off-Market Method gives that owner five steps: run, release, prove, attract, command. Each one makes the company stronger whether it sells next year or never. Each one ends in paper: numbers with documents behind them, a business that runs without the owner in every room, and a plain answer to what the family wants if an offer ever lands.

Why it matters for your client: in lower-middle-market deals, about three in four take at least one price cut after the letter of intent is signed. When the owner wasn't ready, the average cut is about 18 percent (Cordis Institute research). Most of those cuts come from the same handful of things, and most of them can be fixed in the 12 to 24 months before a banker is hired. That is work that runs through your desk.

Why it helps your practice

The owner shows up with the right questions.

1The work comes to youAdd-backs with paper behind them. A full year of working capital the client can defend. Estate and entity questions asked early, not the week before closing. The book names your role for each one.
2You are in the room earlyReadiness is a conversation that happens years before any banker. The advisor who is part of it from the start is the one the family keeps after the deal.
3Nothing to sell, nothing to explainYou hand over a book. The tools are free. Your client decides what happens next, on their own time.

What your client gets, free

Three things, no cost, no phone number.

1The Map10 questions that show your client which of the five steps their business is on today, and where to start./the-map
2The 18 tools from the bookThe blank forms that go with each chapter, including the Gap Table™: every place a buyer would likely cut the price. Code BOOK unlocks them./book
3Chapter OneRead it yourself before you pass the book along./chapter-one

Two promises

Your client relationship stays yours.

Nobody calls your client.

We never ask for a phone number. Your client gets the tools by email and decides what happens next. If they want to talk to a person, that is their choice, not ours.

You stay their primary advisor.

The book sends owners back to their own CPA, attorney, and wealth advisor for the work that is theirs. If your client ever works with Cordis, you stay their primary advisor and you are copied on the work. We don't replace you. We bring you better questions.

How a referral works

Simple on purpose.

1You hand over the bookOr send the link to the Map. That is the whole ask.
2Your client reaches out on their own termsIf and when they want to. We don't chase, and we don't ask you for their contact details.
3No referral fees. No cut.Nothing changes hands between us. That keeps your advice clean and your independence intact, which is exactly how it should be.

Signed copies

Books for your clients, signed.

Ron signs copies of Buyer-Ready for advisors to give to their business-owner clients. Each one has a short note inside with the free tools and the two promises above. Tell us how many you'd like and where to send them.

Request signed copies →

For advisors only

A free Value Protection Study. A look at one client company the way a buyer would see it, with you leading the follow-up work. By invitation. Ask Ron.

What this is not

Clear lines.

It isn't legal, tax, or investment advice. It doesn't put a value on anyone's company. It doesn't name buyers or set dates. Those are your calls and your client's.

Talk to Ron

Ask for books, the study, or just a conversation.

Ron reads these himself and replies by email. No phone number needed.

Start where your client would.

Take the Map yourself. 10 questions, a few minutes, and you'll see exactly what your client sees.

See the Map →

Protect the asset. Defend the number. Own the decision.