Managing Principal

 

Dan has over 30 years of experience in high growth organizations holding senior finance and operating roles at TJX, Pepsico, Panera Bread, Princess House and Immunotec. For the last 15 years, Dan has served as both a CEO, CFO and COO for two party plans and network marketing company respectively. Currently, Dan is a consultant specializing in the Direct Selling Industry, his primary area of focus is interim management, turn around management, financial management, strategic planning, operations and capital formation. 

Examples of projects Dan has successfully completed include the sale of a Direct Selling Company to a private equity purchaser, the recapitalization of a Direct Seller with a private investment group, a private placement with a strategic partner, due diligence on behalf of a private equity fund entering the direct selling space, and several rounds of conventional bank financings for established companies. 

Recent projects include acting as a CFO for two direct sellers and CEO of a troubled turnaround at a direct selling company in the skincare business, drafting a business plan for a soon-to-be-launched direct selling startup, performing a strategic business assessment for an established party plan that is experiencing rapid growth, creating an investor package for a company seeking follow on equity. 

Dan also served as the Treasurer of the Direct Selling Educational  Foundation and previously served as the Treasurer for the Direct Selling Association of the United States.

 

Testimonial

Dan is one of those people who really get this industry, particularly as it relates to bringing profit to the bottom line. We worked with Dan on a variety of projects and we can without reservation say that the tangible value he brought to our business was worth many times more than we paid him. We would highly recommend Dan to any startup Company that needs experienced hands-on assistance to get to the next level profitably.”

Joe Ochoa
Direct Selling Executive*

 

*This person may have been working for a different company during their engagement with SCP.