The hard part isn't setting strategy — it's operationalizing it. Sync-Align uses light-touch surveys and conversations, measured against your goals and investment thesis, to drive better-than-offsite outcomes that are actionable in two weeks.
Scored across Effectiveness and Criticality — so you know not just what's weak, but what's weak and matters most to the investment thesis.
Target trajectory based on Sync-Align engagements. Actual results vary by company and thesis.
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"What kind of magic is this?" — Mid-Market CFO. Open a 20-minute walkthrough — we'll know within the first conversation whether Sync-Align fits where your portco is right now.
Sync-Align is an 8-pillar Organizational and Business Health Assessment that gives PE partners, CEOs, and CFOs a priority stack, execution roadmap, and alignment tools in two weeks. It measures effectiveness and criticality across every pillar against the specific investment thesis — not peer benchmarks.
A standard Sync-Align engagement runs two weeks from kickoff to priority stack. The Leader 1-on-1 tier takes three weeks. The full engagement with offsite facilitation is scoped based on team size and complexity.
Sync-Align is designed for PE partners, portfolio company CEOs, and CFOs at companies from $25M to $500M in revenue. It is deployed at diligence, post-close, during transformation, in advance of exit planning, and for ongoing portfolio visibility.
Sync-Align™ is an organizational and business health assessment from Sync Executive Partners. It scores a company across eight pillars — Strategy, Leadership, Finance, Operations, Talent, Culture, Customer, and Execution — to diagnose where the organization is strong and where it is exposed. The assessment is typically completed over two weeks and produces a board-ready diagnostic with prioritized recommendations.
Sync-Align™ is designed for PE sponsors evaluating a portfolio company, CEOs preparing for a board conversation, and leadership teams preparing for a transaction or strategic reset. It is particularly useful in the first 90 days of a PE investment, before a strategic planning cycle, or when a company is underperforming its plan without a clear diagnosis of why.
A Sync-Align™ engagement runs approximately two weeks from kickoff to final readout. The assessment is conducted by a senior Sync Executive Partners practitioner and produces a scored diagnostic across eight pillars with a priority roadmap and a closed-door executive readout.
The Sync-Align™ output includes pillar scores with drill-downs, a strength and risk ranking, a priority roadmap with sequenced initiatives, and a closed-door executive readout designed for board presentation. It is structured to inform the next 12 to 24 months of strategic and organizational investment.