Case Studies

Real deals.
Real results.

Independent buyers using Altaris to close smarter, move faster, and spend less on advisory fees — across every major deal sector.

Home Services · Melbourne
$53K saved in advisory fees
$1.4M plumbing business acquisition
6 wks
to close
$90K
price reduction
3
flags found

James R. was evaluating a $1.4M plumbing business in Melbourne's eastern suburbs. His broker had provided a clean information memorandum, but Altaris AI identified that one commercial property manager represented 31% of total revenue — a risk not disclosed in the broker documents.

Armed with this analysis, James negotiated $90K off the asking price and structured a $120K seller note tied to retention of the top customer through the first year. Total Altaris + specialist spend: $4,200.

“The AI flagged a customer concentration issue our broker had completely missed. It changed our negotiation entirely. I would have paid full price without it.”

— James R., Independent acquirer · Melbourne
SaaS · Sydney-based buyer
Closed in 6 weeks flat
$340K project management SaaS tool
6 hrs
attorney billables
$28K
saved vs traditional
0
critical flags

Sarah T. acquired a bootstrapped SaaS tool with $85K ARR. She used Altaris to run full financial DD and booked the SaaS operator call with Amara Diallo to validate the product's competitive positioning.

AI found no critical flags, giving Sarah confidence to move quickly. Her attorney only needed 6 hours of billable time because the AI had pre-reviewed every clause.

“Having the AI pre-digest everything meant my attorney only needed 6 hours instead of 40. The whole thing cost me less than a long weekend away.”

— Sarah T., Portfolio acquirer · Sydney
HVAC · Brisbane
$88K SDE correction found
$2.1M HVAC business — deal renegotiated
$88K
SDE inflated
18%
price reduction
4
add-backs flagged

Marcus D. was evaluating a $2.1M HVAC business with a stated SDE of $530K. Altaris AI identified four inflated add-back items: personal vehicle expenses ($38K), family wages for non-working spouse ($32K), a one-off insurance recovery treated as recurring ($11K), and overstated depreciation ($7K).

The true normalised SDE came to $442K — reducing fair value by $376K at the same multiple. Marcus renegotiated to $1.72M and closed. His total Altaris + specialist spend: $5,100.

“I was about to pay full asking. Altaris normalised the SDE and I renegotiated $380K off the price. It paid for itself 74 times over.”

— Marcus D., First-time buyer · Brisbane
Laundromat · Adelaide
First-time buyer closed in 8 weeks
$680K laundromat chain — 4 locations
8 wks
to close
$41K
saved on advisory
1st
acquisition

Leila M. had never acquired a business before. She uploaded lease agreements for four locations and three years of P&L data. AI flagged that two leases were within 18 months of expiry with no renewal options — a risk she would not have known to look for.

She booked the laundry operator call with Carla Russo, who confirmed the machines were mid-lifecycle and margins were consistent with industry benchmarks. Leila closed with confidence.

“As a first-time buyer I had no idea what I was doing. Altaris basically gave me an expert in my pocket for every step.”

— Leila M., First-time buyer · Adelaide

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