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Altaris replaces spreadsheets, email chains, and expensive advisors with one intelligent workflow built for independent buyers doing $500K–$3M deals.
Add a deal from any source — broker listings, direct outreach, or marketplaces like Seek Business. Altaris creates a dedicated workspace instantly.
Upload P&Ls, tax returns, customer lists, leases, and asset registers. Altaris AI reads every document — no formatting required. PDFs, spreadsheets, and scanned docs all supported.
Altaris AI analyses every uploaded document and produces a cited Red Flag Report in minutes — checking customer concentration, SDE add-backs, revenue trends, lease risks, and accounting irregularities.
AI identifies what needs human review and surfaces the right specialist. Book a vetted M&A attorney, CPA, or industry operator — pre-scoped, flat-fee, in days.
Altaris generates a negotiation brief based on AI findings — which risks justify price reductions, which need seller representations, and which require earnout structures.
After closing, Altaris generates a 90-day integration playbook tailored to your deal — vendor transitions, staff onboarding, and financial reporting setup.
Get started in 10 minutes. No advisor needed.