Strategic Framework

The PIVOT Framework

6 Essential Steps Every SME Turnaround Must Include - After 15+ years of hands-on experience turning around struggling businesses across Europe, we've distilled the most effective approach into a systematic framework.

20+
Successful Turnarounds
89%
Success Rate
18
Months to Stability
15+
Years Experience

Key Insight

Most turnaround attempts fail not because of poor strategy, but because of poor execution sequencing. The PIVOT Framework ensures you tackle the right challenges in the right order, maximizing your chances of survival and recovery.

Every struggling business is unique, but the path to recovery follows predictable patterns. Over our 15-year history, we've guided over 20 companies through successful turnarounds, from restaurants losing €8,000 monthly to logistics companies carrying €850,000 in debt. Through each engagement, we've refined our approach into what we now call the PIVOT Framework.

This isn't theory from business school case studies. This is battle-tested methodology that has saved jobs, preserved family legacies, and transformed crisis into opportunity across multiple industries and economic cycles.

Framework Overview

The PIVOT Framework at a Glance

P

Preserve Cash

Immediate liquidity protection and runway extension

I

Identify Core Issues

Root cause analysis beyond surface symptoms

V

Validate Solutions

Test and prove concepts before full commitment

O

Optimize Operations

Systematic efficiency improvements and waste elimination

T

Transform Culture

Align mindsets and behaviors with new reality

+

Sustain Growth

Build resilience and prevent future crises

P

1. Preserve Cash

The Golden Rule: Cash is King During Crisis

In turnaround situations, cash flow trumps profitability. A profitable company can fail due to poor cash management, while an unprofitable company can survive long enough to fix its issues if it manages cash well.

Immediate Actions (Days 1-7):

  • Daily cash position monitoring
  • 13-week rolling cash flow forecast
  • Accelerate receivables collection
  • Negotiate payment deferrals

Strategic Moves (Days 8-30):

  • Secure emergency credit facilities
  • Implement strict expense controls
  • Liquidate non-essential assets
  • Restructure payment terms

Real Example: Milano Trattoria

When Milano Trattoria approached us with only 3 weeks of operating capital, our first move was to negotiate payment deferrals with their three largest suppliers, buying us 60 days. We then implemented daily cash tracking and accelerated table turnover during peak hours, increasing daily cash generation by 23% within the first week.

I

2. Identify Core Issues

Beyond Surface Symptoms to Root Causes

Most businesses in crisis focus on obvious symptoms: declining sales, cash shortages, staff turnover. But symptoms are rarely the real problem. Our diagnostic approach uncovers the root causes that created the crisis.

Financial Analysis

P&L trends, cash flow patterns, ratio analysis

Operational Review

Process efficiency, resource utilization, bottlenecks

Market Position

Competitive landscape, customer feedback, positioning

The "5 Whys" in Action

Example from Verde Retail's transformation:

  • Problem: Sales declining 47% over 18 months
  • Why? Customers shopping online instead
  • Why? We have no e-commerce presence
  • Why? Family disagreement on digital strategy
  • Why? Fear of losing traditional customer base
  • Root Cause: Internal resistance to change, not market conditions
V

3. Validate Solutions

Test Before You Bet the Company

In crisis situations, you can't afford expensive mistakes. Every solution must be validated through small-scale tests before full implementation. This reduces risk and builds confidence in your turnaround plan.

Validation Methods:

  • Pilot Programs:
    Test changes with small customer segments
  • A/B Testing:
    Compare new approaches against current methods
  • Stakeholder Feedback:
    Validate with customers, suppliers, employees

Success Metrics:

  • Clear KPIs:
    Define specific, measurable outcomes
  • Time Boundaries:
    Set specific testing periods and decision points
  • Go/No-Go Criteria:
    Pre-defined thresholds for proceeding
O

4. Optimize Operations

Systematic Efficiency Improvements

With validated solutions in hand, it's time for systematic implementation. This phase focuses on embedding new processes, eliminating waste, and creating sustainable competitive advantages through operational excellence.

Cost Optimization

  • • Eliminate non-value activities
  • • Renegotiate supplier contracts
  • • Optimize inventory levels
  • • Reduce overhead expenses

Revenue Enhancement

  • • Improve pricing strategies
  • • Enhance product/service mix
  • • Increase customer retention
  • • Develop new revenue streams

Process Improvement

  • • Streamline workflows
  • • Automate repetitive tasks
  • • Improve quality control
  • • Enhance customer experience
T

5. Transform Culture

Aligning Hearts and Minds with New Reality

Technical changes are only half the battle. Sustainable turnarounds require cultural transformation - shifting mindsets, behaviors, and beliefs throughout the organization. This is often the hardest but most crucial step.

Cultural Shifts Required:

From Blame to Ownership:
Everyone becomes responsible for solutions
From Comfort to Growth:
Embracing change as competitive advantage
From Individual to Team:
Collective success over personal interests

Implementation Tactics:

  • Transparent communication about the "why"
  • Celebrate early wins and progress
  • Invest in skill development and training
  • Align incentives with new behaviors
+

6. Sustain Growth

Building Resilience for the Future

Successful turnarounds don't just return companies to their former state - they make them stronger and more resilient than before. This final phase focuses on sustainable growth and crisis prevention.

Growth Foundations

  • Diversify revenue streams and customer base
  • Build strong financial reserves and credit facilities
  • Invest in technology and innovation capabilities
  • Develop strong management and succession plans

Early Warning Systems

  • Monthly dashboard of critical KPIs
  • Quarterly strategic reviews and adjustments
  • Customer satisfaction monitoring systems
  • Market intelligence and competitive analysis

PIVOT Framework Track Record

20+
Successful Turnarounds
89%
Success Rate
18
Month Average to Stability

From restaurants to logistics companies, retail chains to manufacturing firms - the PIVOT Framework has guided diverse businesses through successful transformations across multiple industries and economic cycles.

Getting Started with PIVOT

Your First 30 Days

Week 1-2: Preserve & Identify

  • P Create daily cash flow tracking system
  • P Negotiate immediate payment deferrals
  • I Complete financial and operational diagnostic
  • I Interview key stakeholders for insights

Week 3-4: Validate & Begin Optimization

  • V Design and launch pilot programs
  • V Set success metrics and tracking systems
  • O Implement quick-win operational improvements
  • T Begin transparent communication with team

Ready to Apply the PIVOT Framework?

Don't wait for the crisis to deepen. Get a free consultation to discuss how the PIVOT Framework can guide your company's turnaround strategy.