Get educated. Explore matches in private

Get educated. Explore matches in private

Are you tired of taking calls one at a time with buyers whom you have no idea if they would be a fit for you? Are you frustrated you don't know how the process works? Are you uncertain about deal structure and how valuations work? Are you concerned about what will happen to your team and clients?
Explore the journey
Phase 01

Identifying your ideal outcome

Alaris will educate you on the broad M&A landscape while using  the Lens application to answer essential questions about your primary motivations, economic needs, business operations, autonomy profile, and much more, you will conduct 3-4 live sessions with Alaris team members to ensure we capture what you and your team are seeking in your ideal outcome.
Estimated Duration: 1.5 Months
Phase 02

Getting Deal Ready

Alaris will work with you to take the data gathered in the ideal outcome phase and focus our energy on your financials to format them in M&A ingestible fashion. We will provide our assessment of your firm's valuation and market attractiveness.
Estimated Duration: 2 Weeks
Phase 03

Buyer Discovery

After roughly 2 months of diligent effort, we'll delve into potential buyers. The Lens application showcases your top ten matches and their fit scores in six key areas. Together, we'll dissect these matches, considering valuation and cultural compatibility. Based on our guidance and your insights, we'll refine this list. The phase culminates with Alaris introducing you to your top 3-5 buyers in a formal meeting, with our team present for all introductions. We will request an indication of interest (an offer) from all cultural matches prior to moving forward.
Estimated Duration: 2-3 Weeks
Phase 04

Confirming the match

After curating the buyers primarily by culture, yet guided by their offer, we enter the "dating phase". Alaris will prepare you for what to expect, how to ask hard questions with grace, and counsel on what is normal in terms of buyer response. Alaris arranges meetings for you to engage with the buyer's senior personnel, usually including the CIO, CMO, CFO, head of planning, and 2-3 partners from firms that have previously transacted with the buyer. The aim is to determine if the buyer truly aligns culturally with you and your team.
Estimated Duration: 1 Month
Phase 05

Preparing to Partner

After a home office visit (with Alaris present) and signing a non-binding letter of intent, this phase, led by the buyer but with Alaris participating, navigates:

-Due Diligence
-Legal Documentation
-Transition Prep

With Alaris by your side, this intricate stage ends with both parties signing the binding documents.
Estimated Duration: 45- Days
Phase 06

The Transition

Now that we are "signed", the client transition begins. Whether a negative or positive consent process, you will largely be working with your new partner's transitions team during this phase of the journey. Alaris is there to assist in anyway possible, however you're likely going to be head down and busy with the transition. It will be over soon, we promise!
Estimated Duration: 60-90 Days
Phase 07

Welcoming you to the team

Congratulations, you are now on the team. We appreciate the hard work you and your team have invested into the journey. Go get em!
Estimated Duration: 0 Days

Just choose a date and time that is best for you