AltaviseAdvisors

Where Most Clients Start

Know your integration risk in three weeks.

The People Synergy Audit is a fixed-scope diagnostic that tells you exactly where the human risk to your deal sits, who might walk, where the org is duplicated, whether the leadership fits, and what it's worth in dollars. Before you spend a year finding out the hard way.

Scope your audit ← Back to overview
70%
of acquisitions fail to deliver the value expected of them1
~50%
of dealmakers name culture and management-team integration as a top reason deals fail2
47%
of key talent leaves within a year of the deal, 75% within three3

Sources: 1. Harvard Business Review; corroborated by a Fortune analysis of ~40,000 deals. 2. Bain & Company, M&A Report 2023. 3. EY People Advisory research.

What it is

A rigorous read on the org, not a culture survey.

Diligence tells you what you bought. The audit tells you whether you can actually integrate it. In two to three weeks we combine workforce data, targeted interviews, and org analysis into a single, decision-ready picture, mapped directly to the value in your model.

It's the fastest way to turn "we think the people risk is manageable" into a number, a plan, and a set of moves you can make in the first 100 days.

What you get

  • Organizational overlap map: where the two orgs duplicate, and the rationalization options.
  • Retention-risk heatmap: the critical people most likely to leave, and why.
  • Leadership-fit read: who to keep, who to develop, where the gaps are.
  • Synergy-at-risk estimate: the value exposed if the people plan slips.
  • Sequenced 100-day plan: what to do first, who owns it, what it costs.

The three weeks

From close (or LOI) to a plan you can run.

1

Week 1: Baseline

We pull the org data, deploy a targeted pulse where useful, and interview the people who actually know where the bodies are buried. Fast, quiet, and low-disruption.

2

Week 2: Analysis

Overlap, flight risk, leadership fit, and whether the cost savings are real, modeled and benchmarked, then stress-tested against your targets.

3

Week 3: The plan

A tight readout for the leadership team and a sequenced 100-day people plan: priorities, owners, costs, and the value each move protects.

Related services

What sits either side of the audit.

Pre-Deal Diligence

The look at the people side before you sign, not after.

Pre-Deal Diligence →

Workforce Transition

Carrying the audit findings through integration so they do not get lost at close.

Workforce Transition →

Compensation Benchmarking

Two pay structures becoming one is where most integrations quietly go wrong.

Compensation Benchmarking →

Fixed scope. Fixed fee.

Scope your People Synergy Audit.

Tell us the deal size and stage; we'll come back with scope, timeline, and a fixed fee. It's the cheapest insurance you'll buy on the transaction.

Start scoping