Begin the Alaris Process

At Alaris Acquisitions, we believe sellers deserve more than a one-size-fits-all approach. Our process is built on transparency, conviction, and cultural alignment.

Whether you’d like to talk with us or move forward directly, you’re in the right place.

Book a Call with Alaris

Prefer a conversation first? Meet us 1:1 to discuss your goals, explore our process, and see how we connect firms with aligned buyers.

Ideal for:

Sellers seeking clarity on our Deal Advocacy model

Principals evaluating strategic options

Anyone wanting to meet the team before moving forward

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Ideal for:

Sellers seeking clarity on our Deal Advocacy model

Principals evaluating strategic options

Anyone wanting to meet the team before moving forward

100+
Closed acquisitions
400m+
acquired rev
85+
Buyers on the Alaris roster
0
Break Ups
Buyers we represent
Explore the journey

What Happens Next

Once initiated, here’s how the Alaris Process unfolds:

Phase One

iOS 1: Ideal Outcome Session One

Ideal Outcome Session One

We begin with a deep exploration of your current business, team, client experience, client profile, and anything relevant to know about your firm's current state.

phase two

iOS 2: Ideal Outcome Session Two

Ideal Outcome Session Two

IOS 2 is about your deal needs and objectives, and the ideal “future state”. We explore partnership preferences, your autonomy profile, and growth objectives to land on the parameters of your ideal partner.

phase three

iOS 3: Deal Readiness Assessment

Deal Readiness Assessment

You receive a personalized report highlighting readiness and areas for improvement.

Phase four

Buyer Matchmaking

Buyer Matchmaking

Our AI-driven platform filters 80+ vetted buyers for cultural compatibility, and only the right fits are shown.

phase five

Buyer Introductions & Calls

Buyer Introductions & Calls

You engage with pre-briefed buyers who already understand your model and why you're a fit for them. Everyone at the table knows why we are here.

Why Alaris Is the Better Path

Smart, Data-Driven Matchmaking

Our platform leverages dozens of data points to connect you with genuinely compatible buyers.

Fit First, Value Follows

No blind bidders, no auction fever, just buyers aligned with your firm’s values and vision.

End-to-End Deal Advocacy

We facilitate the process from intro through getting your check, less friction, more clarity.

Fast and Confident

We accelerate timelines while honoring your legacy and long-term goals.

Get accurate business valuation for free.

In wealth management, buyers value your business based on one metric—EBITDA. Market comps, public comparisons, and discounted cash flow models only complicate the process. Let us show you what your firm is worth in the REAL WORLD.

Need Something Else First?

Call us directly at 855‑415‑5848 to speak with our team. We’re happy to answer any questions you may have and help you decide the best next step.