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Questionnaire Not Started

Complete Your Questionnaire

Help us understand your firm's acquisition goals through this detailed questionnaire. We'll explore your firm's history, team, services, advisor value proposition, acquisition approach, ideal partner profile, and more. The more detailed information you provide, the better our matching algorithm can connect you with the right opportunities.

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Questionnaire In progress

Continue Your Questionnaire

Pick up where you left off! Your progress has been saved. Complete the remaining sections to help us understand your business needs and create your customized profile.

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You’re in Beta!

As an early access partner, please review & update your questionnaire and refresh your profile to help us improve your Lens experience.

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Questionnaire In review

Your Questionnaire in Review

Your questionnaire is complete and currently being reviewed by our team. We'll notify you once your buyer profile is live.

Questionnaire Completed

Your Questionnaire is Completed

Thank you for helping build your team's profile. All remaining modules will be completed by additional team members.

Buyer Profile Being Created

Your Profile is Being Created by the Alaris Team

Our specialists are currently building your buyer profile based on the information you've provided. Once complete, you'll be notified to review all sections for accuracy. Please verify all details before giving final approval, as this profile will be used to match you with potential partners that align with your business objectives.

Buyer Profile Ready for Review

Your Profile is Ready for Approval

Please review all sections to ensure everything is accurate and complete before final submission. Once you're satisfied with all sections, click "Approve Profile" when you're ready to publish.

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Buyer Profile Live

[Name]

[Location]

Website:

[Website]

This is some text inside of a div block.

Approximate AUM

[AUM]

Fee Model

[Fee model]

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Active Opportunities

These sellers have requested an introduction to you. Review their profiles and approve or decline requests

[Name]

Strong

[Location]

Requested Aug 14, 2025

This is some text inside of a div block.

View seller

Match Rationale

General Alignment

Strong

[Name]

description

[Data]

Emphasis on Financial Planning

[Data]

Investment Philosophy & Implementation

[Data]

Client Segmentation & Focus

[Data]

View Seller

Fundamentals

Strong

[Name]

SELLER FEE MODEL

[Data]

Buyer Fee model

[Data]

FEE MODEL RATIONALE

[Data]

Seller Custodians

[Data]

Buyer Custodians

[Data]

CUSTODIAN NOTES

[Data]

SELLER GEOGRAPHIC MATCH

[Data]

buyer Geographic Match

[Data]

GEOGRAPHIC RATIONALE

[Data]

Seller's Revenue Size

[Data]

Buyer's Preferred Revenue Size

[Data]

REVENUE SIZE RATIONALE

[Data]

View Seller

Deal Needs & Objectives

Strong

[Name]

SELLER ACQUISITION PREFERENCE

[Data]

BUYER ACQUISITION MODEL(S)

[Data]

ACQUISITION TYPE NOTES

[Data]

Seller Cash range

[Data]

buyer Cash range

[Data]

CASH RANGE NOTES

[Data]

seller Equity range

[Data]

buyer Equity range

[Data]

EQUITY RANGE NOTES

[Data]

Share Ongoing Economics

[Data]

View Seller

Partnership Preferences

Strong

[Name]

SELLER SUCCESSION NEEDS [GEN 2]

[Data]

BUYER SUCCESSION RESOURCES [GEN 2]

[Data]

SUCCESSION PLANNING [GEN 2] RATIONALE

[Data]

SELLER'S PREFERENCE TO CHANGE HOW THEY WORK

[Data]

HOW BUYER CAN HELP CHANGE HOW THEY WORK

[Data]

CHANGING HOW THEY WORK RATIONALE

[Data]

SELLER'S EXPANSION OF SERVICES & CAPABILITIES PREFERENCES

[Data]

BUYER'S EXPANSION OF SERVICES & CAPABILITIES

[Data]

EXPANSION OF SERVICES & CAPABILITIES RATIONALE

[Data]

Investment platform enhancements

[Data]

View Seller

Points of Alignment

Strong

[Name]

SELLER INVESTMENT MANAGEMENT AUTONOMY NEEDS

[Data]

BUYER INVESTMENT MANAGEMENT AUTONOMY REQUIREMENTS

[Data]

INVESTMENT MANAGEMENT AUTONOMY RATIONALE

[Data]

SELLER BRAND ADOPTION NEEDS

[Data]

BUYER BRAND ADOPTION POSITION

[Data]

BRAND ADOPTION RATIONALE

[Data]

View Seller

Organic Growth Profile

Strong

[Name]

ORGANIC GROWTH RATIONALE

[Data]

View Seller

Unique Attributes

Strong

[Name]

UNIQUE ATTRIBUTES RATIONALE

[Data]

View Seller

View Active Opportunities

Matching Questions

Review and update the answers used in our AI seller matching, to get more opportunities.

review Matching Questions

Showcase Your Recognition

Enhance your profile by adding links to media coverage, industry awards, and other notable mentions. Each entry can include a title, brief description, and URL, categorized as either News or Award to help highlight your achievements and build credibility with potential partners.

Add link

News

Add link

[Title]

[Description]

[URL]

Awards

Add link

[Title]

[DescriptionnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnDescriptionnnnnnnn]

[URL]