Value Hive Podcast

How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners (Episode 21)


Listen Later

Excited to share Episode 21 with y'all! 

What better time to have a turnaround expert on the show, right? 

Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. 

Jeff's passion is turning around troubled businesses, and he's one of the best in the world at it. 

During our chat, we discuss: 

  • [0:00 - 9:00] Introduction and Background
  • [10:00 - 13:00] Why Stubbornness Is Death in Turnarounds
  • [14:00-20:00] Jeff's Tools For Turnarounds
  • [21:00-27:00] Why Jeff Doesn't Look at The P&L
  • [28:00-30:00] First Steps in Any Turnaround
  • [31:00-34:00] How To Coach A Bank
  • [35:00-41:00] Founding Dorset Partners
  • [42:00-56:00] Real World Turnaround Examples
  • [57:00-59:00] How To Identify A Core Business
  • [60:00-66:00] Jeff's Failures in Turnarounds
  • [67:00-69:00] How To Spot Failed Turnarounds in Public Companies
  • [70:00-end] Concluding Questions
  • If you want to learn more about Jeff (and his book), check out these links: 

    • Jeff's Twitter
    • Jeff's Book
    • Dorset Partners website
    • If you like what we're doing, please leave us a rating and review on Apple Podcasts.  

      ...more
      View all episodesView all episodes
      Download on the App Store

      Value Hive PodcastBy Brandon Beylo

      • 4.8
      • 4.8
      • 4.8
      • 4.8
      • 4.8

      4.8

      85 ratings


      More shows like Value Hive Podcast

      View all
      Top Traders Unplugged by Niels Kaastrup-Larsen

      Top Traders Unplugged

      579 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,059 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      938 Listeners

      Grant’s Current Yield Podcast by Grant's Interest Rate Observer

      Grant’s Current Yield Podcast

      663 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      801 Listeners

      Focused Compounding by Andrew Kuhn and Geoff Gannon

      Focused Compounding

      270 Listeners

      Chit Chat Stocks by Chit Chat Stocks

      Chit Chat Stocks

      188 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      361 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      304 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      64 Listeners

      Yet Another Value Podcast by Andrew Walker

      Yet Another Value Podcast

      102 Listeners

      The Business Brew by Bill Brewster

      The Business Brew

      246 Listeners

      Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

      Behind the Balance Sheet

      46 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      273 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      89 Listeners