Jeff Sands, CTP, MBA
Jeff grew up in a family manufacturing business and returned as an adult to help grow, fix, grow again and eventually sell that business. Most recently Jeff worked as an investor/operator in private equity and before that as an operational, turnaround and financial restructuring specialist – which involved many acquisitions, divestitures and fund raisings. Jeff is known widely for his turnaround track record and his ability to attain top dollar in the sale of troubled businesses, maximizing going concern and strategic values.
Jeff has run, managed or transitioned dozens of businesses in; manufacturing, distribution, transportation, electronics, aerospace, defense, auto, paper, wood, medical, retail, food, metal fabrication, franchises, service, machining, publishing, IT services, art, textiles and plastics. As a Certified Turnaround Professional, Jeff is on the short list for most northeastern workout bankers and enjoys taking on the trickiest situations.
Jeff earned his BA in Economics and his MBA with high honors. He serves on the Board of a couple entrepreneurial businesses, helped develop one of the only university MBA level turnaround courses in the US, and speaks and publishes frequently on the topic of corporate revitalization. Jeff married his college sweetheart and they enjoy their free time skiing, biking and shuttling their 3 children around to sporting events.
Dave Sands – Partner
Dave has more than 35 years of hands-on experience in senior management. He gained further experience as an operational/productivity consultant in such diverse areas as hospital restructuring/consolidation, retail, service industries and small to medium sized manufacturing. Dave’s entrepreneurial background includes the startup of a domestic manufacturing business with over 250 employees selling nationwide.
As CEO/Founder of a $25,000,000 company; Dave’s perspective was that of the lender’s customer. He successfully negotiated multi-year credit lines, domestic and international vendor terms and was responsible for all banking relationships. Having fallen victim to Hurricane Katrina he also unfortunately experienced first hand the turnaround, bank workout and bankruptcy process; all from the client’s point-of-view.
Dave graduated from Syracuse Univ. with a major in Advertising/Marketing. He also completed graduate studies in Finance, M&A and Business Administration from Syracuse, Case Western Reserve and Hofstra. He has served on numerous private company Boards, community Boards and the Board of the Tulane Family Business Forum.
Van Lanier, MBA, EA
Van has been solving financial problems for 40 years. He specializes in reducing taxes for single-owner businesses and solving serious IRS problems. As a tax professional, Van is an Enrolled Agent (EA). EAs are the elite group of tax experts licensed by the United States Treasury. Enrolled Agents have unlimited practice rights before the IRS in all states, and tend to deal in complex tax matters.
Van mastered accounting on his way to earning an MBA in Finance with highest honors, before personal computers were available to make the math easy. As a tax resolution specialist, Van completed a three-year post graduate study in tax law and was elected a Fellow of the National Tax Practice Institute. He represents clients in disputes before IRS on a daily basis.
In addition to his professional qualifications, Van knows small business from the inside. He founded two private companies and was a consultant to 200 others. In mid-career, Van was a Certified Management Consultant, and the National Director of Turnaround Consulting for KMPG BayMark.
Van has served his church as a Sunday school teacher, and his community through Rotary and non-profit leadership. He writes and speaks on tax reduction strategies for self-employed people, and practices what he preaches.
Outside the office, Van has been a pilot since 1969 and has flown more than 60 different aircraft. A former flight instructor, Van introduces kids to aviation through the Young Eagles mentor program.
After an early career in accounting Dave has worked as a CFO across a range of industries. He’s been CFO of a publicly traded company, managed SOX-404 compliance and controls and prepared all SEC filings. Dave has raised equity through both public and private offerings and has spent over 20 years working in private equity.
Dave is a recognized expert in Federal Defense contractor accounting and has successfully defended pricing through many DFAS, DCMA, DCAA audits. Dave graduated with honors in Accounting from University of Massachusetts and received his MBA in Finance from Ball State. Dave is married with four adult children
John Channing – Manufacturing Specialist
John has over 15 years of manufacturing experience during which he became an expert in LEAN and Six Sigma methodologies. He has run production facilities in excess of $100 Million in annual sales, opened up new plants and has worked in the turn-around of several distressed businesses.
John has spent the last several years consulting with companies both large and small. He has served as a project manager, leading large teams and saving clients millions of dollars in the process. He has also successfully served as a trusted advisor to smaller organizations in need of expert help.
John completed his undergraduate studies at the University of Michigan where he received his B.A. in Business Administration and Political Science. He also has a M.A. degree in Industrial Relations from Wayne State University and a M.S. degree in Finance from Walsh College, where he graduated with honors. John is a Six Sigma Black Belt and has earned Lean Management certification.
Bob Allen – Retail Specialist
Bob retired in 2005 as President/CEO of a nationally known mail order/retail company. During his twenty-year career at the company revenues grew from $4,000,000 to $100,000,000. In each year the company had a double-digit return on sales. Early in his career, Bob was director of stores for a specialty retail chain of 25 stores.
Bob considers himself to be a retail generalist, with a strong interest in merchandising. He is knowledgeable in all areas of retail, catalog and internet sales. Finance, marketing, fulfillment, IT, human resources have all reported directly to him.
More recently, Bob has served as interim CEO of the Direct Marketing Association, CEO of a private foundation with extensive retail, hospitality and food manufacturing holdings as well as President of a private liberal arts college. In addition Bob serves on the board of directors of a few companies. In his limited spare time he enjoys cycling and skiing.
Bob is married with two grown children.