AI-Powered M&A Intelligence

The smarter way to
acquire great businesses

Altaris combines AI-driven due diligence with a vetted specialist network — so independent buyers can move faster, pay less, and close with confidence.

No contracts. Cancel anytime.
altaris.app / deals / apex-plumbing
Active Deals
Apex Plumbing Co.
CloudKit SaaS
Greenway HVAC
Apex Plumbing Co.
Asking Price
$1.2M
DD Progress
68%
AI Risk Score
Medium
AI Due Diligence — 3 flags found
⚠️ Customer concentration: "Northside Properties" = 31% of revenue. Critical risk. HIGH
🔍 Owner salary add-back of $65K appears understated. Normalize to $95K. MED
Trusted by buyers across
The Problem

Traditional M&A advisory is built for deals 10× your size

When you're buying a $500K–$3M business, the same advisory model designed for PE firms prices you out — or leaves you flying blind.

💸
Advisor fees eat your returns
A typical advisory engagement costs $30K–$80K for a small deal. That's years of SDE, gone before you close.
📋
Due diligence is manual and slow
Spreadsheets, PDFs, email chains. Junior analysts billing $300/hr to do what AI can do in minutes.
🔍
Specialists are hard to find and expensive
Finding a good M&A attorney or QoE accountant takes weeks — and costs a fortune for a single deal.
What a traditional small deal costs in advisory fees
Buy-side advisor (2% fee) $24,000
Quality of Earnings (CPA) $15,000
M&A attorney (purchase agreement) $12,000
Fractional CFO / deal structuring $8,000
TOTAL TRADITIONAL COST $59,000+
WITH ALTARIS ~$6,000
How It Works

From first look to close,
in one platform

Altaris replaces the fragmented process of spreadsheets, email threads, and expensive advisors with one intelligent workflow.

1
📁
Add your deal & upload documents
Create a deal in seconds. Upload P&Ls, tax returns, customer lists, and leases. Altaris parses everything automatically — no formatting required.
Takes 5 minutes
2
AI analyses and flags risks instantly
Our AI engine reads every document, normalizes the SDE, checks customer concentration, and produces a cited Red Flag Report in minutes — not weeks.
Powered by Claude AI
3
👥
Book a specialist for what needs human eyes
AI surfaces what needs expert review. Book a vetted M&A attorney, CPA, or industry operator directly in the platform — pre-scoped, flat-fee, fast.
Save 70% vs traditional
Everything You Need

One platform for the full
acquisition lifecycle

🚩
AI Due Diligence Engine
Upload financials and get a full Red Flag Report — customer concentration, SDE normalization, margin analysis — in minutes, not weeks.
📊
Deal Management & Pipeline
Track every deal from sourcing to close. Checklists, document requests, stage tracking, and team tasks all in one workspace.
👥
Vetted Specialist Marketplace
Book pre-vetted M&A attorneys, CPAs, and industry operators — flat-fee, AI-prepped, available in days not weeks.
💬
Ask AI Anything
Chat directly with your deal data. Ask for seller questions, valuation opinions, risk comparisons, integration checklists — all in plain English.
AI Due Diligence Engine
Red Flag Report — Apex Plumbing Co.
3 documents analyzed. Revenue trend is healthy (+18% YoY) but one customer accounts for 31% of revenue — a critical concentration risk. Owner compensation appears understated. Lease terms need legal review before close.
⚠️ Customer concentration (Northside Props) HIGH
🔍 SDE add-back appears aggressive ($65K→$95K) MED
📋 Lease expires March 2026 — no renewal clause MED
✓ Revenue trend strong (+18% YoY) CLEAN
Real Results

Buyers closing smarter,
spending less

Deal Savings
$53K
Saved in advisory fees on a $1.4M acquisition by replacing a traditional buy-side advisor with Altaris + specialist packages.
"The AI flagged a customer concentration issue our broker had completely missed. It changed our negotiation entirely."
— James R., Independent acquirer · Melbourne
Time to Close
6 wks
From first document upload to signed purchase agreement. Traditional process for the same deal size typically runs 4–6 months.
"Having the AI pre-digest everything meant our attorney only needed 6 hours of billable time instead of 40. It was unbelievable."
— Sarah T., Portfolio acquirer · Sydney
Valuation Accuracy
$88K
In SDE normalization corrections identified by AI across a single deal — changing the fair offer price by 18% before negotiations began.
"I was about to pay full asking. Altaris normalized the SDE and I renegotiated $90K off the price. It paid for itself 40 times over."
— Marcus D., First-time buyer · Brisbane
Specialist Network

Vetted experts, ready
when you need them

Every specialist on Altaris is pre-screened, flat-fee, and AI-prepped — so they spend time adding value, not billing hours to read your financials.

⚖️
Sarah Chen
M&A Attorney · 11 yrs
Purchase Agreements Lease Review Reps & Warranties
🧮
Marcus Webb
CPA · Quality of Earnings
QoE Reports SDE Normalization Tax Exposure
📊
Linda Tran
Fractional CFO · 16 yrs
Deal Structure SBA Lending Projections
🔧
Dave Kowalski
Operator · Plumbing & HVAC
Ops Review Crew Assessment Trade Cos
💻
Amara Diallo
SaaS Operator · Ex-Founder
Churn Analysis ARR Quality SaaS Metrics
⚖️
James Okafor
Corporate Attorney · 8 yrs
Entity Structure Asset vs Stock SBA Deals
Browse all specialists →
Pricing

Transparent pricing.
No success fees.

Unlike traditional advisors, Altaris never takes a cut of your deal. Flat subscription, flat specialist fees. That's it.

Starter
$149
/ month, billed monthly
Get started
No contracts · cancel anytime
Up to 3 active deals
AI due diligence & red flag reports
Deal pipeline & checklist management
Document storage (5GB)
Specialist marketplace access
Concierge
$1,200
/ month, billed monthly
Book a call
For serious acquirers
Everything in Pro
Dedicated deal coordinator
Specialist scheduling handled for you
Weekly deal review calls
Integration playbook post-close

Your next acquisition
starts here

Join independent buyers who are closing smarter deals — with AI doing the heavy lifting and specialists available on demand.

No credit card required · Cancel anytime · Onboarding takes 10 minutes