When to call SHIFT
Has growth arrived before structure?
- 01Financial information arrives too late to make decisions
- 02Capital is tied up in inventory and cash flow is not measured continuously
- 03The sales team sells, but without metrics or a pricing policy
- 04Margin shrinks as revenue grows
- 05The company is preparing to go international
- 06The brand and brand portfolio are no longer clear
SHIFT · services
What we do and what you get
Strategy and business model
A 3-year strategic plan, portfolio review and investment prioritisation, built with the board and validated with data.
DELIVERABLESBusiness restructuring
Financial and operational diagnosis, margin recovery, cost structure redesign and a short-term treasury plan.
DELIVERABLESFinancial and treasury management
Cash flow forecasting, monthly reporting closed within days, payment methods policy and variance control.
DELIVERABLESSales effectiveness and pricing policy
Sales metrics and KPIs, a pricing and discount policy without margin leakage, credit limits and customer retention.
DELIVERABLESCapital in inventory
Turnover and slow-moving stock analysis, tied-up capital and purchasing and replenishment rules.
DELIVERABLESInternationalisation
Market selection, entry model and country-by-country sales plan, with the regulatory map prepared together with MIND.
DELIVERABLESBrand and reputation
Brand architecture, positioning, corporate communication and crisis management protocol.
DELIVERABLESFractional leadership
A fractional finance, marketing or transformation director, working side by side with the board.
DELIVERABLESHow we work
From diagnosis to execution
- 01Motion ScanEvidence-based diagnosis, interviews and data.
- 02DesignOptions, priorities and feasibility study with leadership.
- 03ExecutionWave-based projects, with owners and metrics.
- 04MeasurementValue and adoption indicators, with adjustments before scaling.
Case · SHIFT + MIND
A family-owned SME with two warehouses in Portugal, preparing to grow.
In 4 weeks we mapped financial processes, operations and logistics, people, sales and systems, and delivered a prioritised project plan.
View portfolio →Frequently asked questions
Strategy & Growth
How do you help an SME grow without losing margin?
We measure where margin is lost (pricing, discounts, inventory and costs) and design policies and routines to recover it before accelerating.
What does a restructuring process include?
Financial and operational diagnosis, a treasury plan, margin recovery and cost structure redesign, with support throughout execution.
Can you improve our financial information?
Yes. We define indicators, sources and closing routines and build the dashboard with STUDIO, so management can decide with up-to-date information.
What is fractional leadership and when does it make sense?
A senior executive able to lead a team (finance, marketing, sales, operations, technology and more) to accelerate critical projects without a permanent, in-house hire.
Do you support internationalisation?
Yes. We handle market selection, the entry model and the sales plan and, together with MIND, each country’s regulatory obligations.
Start with a 30-minute conversation.
Tell us what is holding your organisation back. We'll tell you frankly whether we can help, and how.