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Sync-Align: The Portfolio Company Operating System Built for Exit

Updated 15 February 2026

Sync-Align gives PE operators and investors a single system to diagnose, sequence, and drive portfolio company performance from diligence through exit. Strategic intelligence, alignment, and execution in one engine.
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Scott EnglerAveran · 2026-02-15

Most portfolio company assessments produce a deck. Sync-Align produces an operating system. The distinction matters because decks are reviewed once and filed. An operating system is what you run the business with.

The Three-Phase Engine

Assess

The 8-Pillar Organizational & Business Health Assessment (OBHA) surfaces deep internal viewpoints against the individual investment thesis, not peer benchmarks. The output is a scored, ranked view of where the organization's effectiveness diverges from what the thesis requires. High criticality, low effectiveness items are the priority stack.

Sync

Facilitated alignment sessions that drive clarity and sync findings across the leadership team. The goal is not consensus, it's a shared understanding of reality that enables faster, more consistent decisions. This is where misalignment becomes visible and correctable.

Align

Creates alignment tools to run the business, not a 25-slide deck that sits in a folder. The output includes an execution roadmap, a KPI scorecard with multi-year trajectory, and specific initiative sequencing tied to the value creation plan.

The 8 Pillars

Sync-Align scores organizational health across eight dimensions that collectively determine whether the investment thesis can be executed:

  1. Sponsor & Strategy Alignment
  2. Leadership Effectiveness & Team Health
  3. Growth & Market Position
  4. Finance Governance & Insight
  5. Operational Readiness & Scalability
  6. Execution Cadence & Decision Velocity
  7. Cultural Health & Engagement
  8. AI & Technology Readiness
What This DeliversIn two weeks, from kickoff to priority stack: a scored OBHA, an execution roadmap with Priority/Clarify/Monitor sequencing, a multi-year KPI scorecard, and the organizational intelligence to drive the hold period with confidence. Delivered by operators, not analysts.

"You've built a portco operating system.", PE Talent Partner

Built for the Exit

Every component of Sync-Align is designed to produce EBITDA-friendly outcomes. The assessment surfaces add-backs. The execution roadmap sequences initiatives by their impact on the exit multiple. The KPI scorecard tracks the specific metrics that buyers will scrutinize in diligence.

Sync-Align is used at diligence, post-close, during transformation, in exit planning, and as a portfolio visibility tool. It is the single system that connects the investment thesis to the operating reality, from the day of close to the day of exit.

For more information: scott@averanadvisors.com · averanadvisors.com

Sync-AlignPEOperating SystemValue CreationPortfolio Companies

If you want this done for you

What happens next

Reading about it and having it done are different things. Here is exactly what happens if you want the second one.

  1. The call, twenty minutesYou describe the business and where the numbers are letting you down. We tell you honestly whether we can help, and what we would start with. No pitch deck.
  2. We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
  3. A written scope and a priceWhat we do each month, what you get, the date it lands, and the fee. Agreed before anything starts, and it does not move without you agreeing it.
  4. Transition, then the first closeAccess, systems, and the opening balances. The first close lands on the date in the scope, and every one after it does too.
Start with the call →How an engagement runs

Averan is not a CPA firm and does not file taxes. Your CPA keeps that, and we keep the books they file from.

Related pages

Path-to-Sale: Exit-Ready Financials GovCon Fractional CFO GovCon Exit Readiness Diagnostic Interim CFO for Exit Prep

Questions we get asked

What financial preparation is most important before a PE exit?

The highest-value preparation before a PE exit is building a defensible EBITDA bridge, establishing a clean baseline for cash left in the business. Ensuring the data room can respond to QoE requests within 72 hours. Every dollar of EBITDA that cannot be defended in the bridge is worth the transaction multiple in enterprise value, at 9x, a $1M unsupported add-backs costs $9M in proceeds.

What causes purchase price re-trades between LOI and closing?

The most common sources of re-trades in PE transactions are working capital peg disputes. EBITDA adjustments from unsupported add-backs, compliance findings that expand indemnification scope. quality of earnings findings that reduce normalized EBITDA. Sellers who prepare their financials 12 to 18 months before process typically retain 5 to 15 percent more purchase price than those who enter process with unresolved gaps.