Advisory Services

“Passionate about transformative outcomes, we promote strategies that go beyond financial and uniquely tailored, practical, holistic and sustainable.”

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Who calls us for services?

  • CEOs and Executives 

  • Boards of Directors

  • Opportunity Zone Investors

  • Executive Coaches

  • Consulting Firms

  • Investors — Private Equity & Venture Capitalists

our Engagement process

The Ross Dulan Group transforms companies by transforming decision makers. Our methodology is individualized and developed to support each client. 

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Sample Client Scenarios

Succession Planning

  • CEO replacement

  • Non-profit 

  • Build a pipeline of leaders for all executive levels

  • Company focus may be outdated

Strategy and Leadership Advice

  • New C-Suite Leader

  • Financial Services

  • Leader faces expanded Responsibilities

  • Stakeholders are increasing and more complex

  • Company Reputation

Change Management

  • Public Sector

  • Expanded Territory and Responsibilities

  • Hands on Leader — Must Learn to Lead at Higher Level

  • Inexperienced Staff

  • Stakeholders are increasing and more complex