Sync-to-Sale is a structured 90-day engagement for founders preparing for a transaction in the next 12–24 months. It closes the specific financial gaps — GAAP books, NWC baseline, EBITDA bridge, indirect rate documentation — that QoE teams find and buyers use to re-trade the price.
These are the findings that surface in every QoE process — and the ones a properly prepared set of books prevents from becoming purchase price adjustments.
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Sync-to-Sale closes the financial gaps before they become purchase price adjustments.
Connect with an Expert →Sync-to-Sale is a financial readiness program that closes the gaps that cost businesses multiple at exit and credibility in a capital raise. It covers four pillars: GAAP-compliant books, accrual revenue recognition, cash conversion, and net working capital baseline.
Sync-to-Sale is most valuable 12 to 24 months before a planned exit or capital raise — early enough to restate historical periods, build a defensible NWC baseline, and eliminate the QoE findings that reduce purchase price post-LOI. Engaging after LOI is too late.
The Net Working Capital peg is the target NWC level agreed at LOI that determines whether there is a price adjustment at closing. It is one of the most common places purchase price gets re-traded between LOI and signing. Sync-to-Sale establishes a rolling 12-month normalized NWC baseline and a defensible target before the process begins.
Sync-to-Sale is a structured exit preparation program from Sync Executive Partners for founders preparing for a transaction in the next 12 to 24 months. It closes the financial gaps — GAAP-compliant books, NWC baseline, EBITDA bridge, indirect rate documentation — that QoE teams find and buyers use to re-trade the purchase price.
Sync-to-Sale is designed for founder-led and PE-backed companies planning a sale, recapitalization, or capital raise in the next 12 to 24 months. It is most valuable for companies that have not previously undergone institutional financial scrutiny — where the books are accurate but not banker-ready, and where the EBITDA bridge, NWC analysis, and financial documentation have not been built for a transaction audience.
Sync-to-Sale is a one-time exit preparation project — it has a defined scope, a defined deliverable (banker-ready financials), and a defined end. Sync Controller is an ongoing monthly financial operations engagement. If the goal is preparing for a transaction, Sync-to-Sale is the right engagement. If the goal is ongoing monthly financial operations, Sync Controller is the right engagement.
Sync-to-Sale delivers four specific outputs: GAAP-compliant historical financials with three years of clean accrual accounting, a documented EBITDA bridge with supported add-backs, a trailing 12-month normalized NWC analysis, and financial documentation prepared to withstand quality of earnings scrutiny.