Advisors

At Rua Associates, we want you to have your team of trusted advisors with you during the life-changing event of a business transition. Below are Advisors we have worked with and Certified as highly experienced and trusted transition partners.

Want to become a Rua Advisor? Contact Us for further information.

Certified Advisors

Carol Crawford, Partner at CSquared Advantage

Carol Crawford, Partner, CSquared Advantage

Carol A. Crawford is the Founder and President of CSquared Advantage Inc. A company whose mission is to be the Strategic Advantage for Business Owners. She has more than 25 years of senior level leadership experience in both the private and public sector for small and large organizations.

Before starting her own company, Crawford was a member of the Executive Staff of the Grand Rapids Public Schools where she served as the Chief Financial Officer. Prior to working with the school system, she was Vice President – Corporate Services for United Bank of Michigan and a member of the Senior Staff.

CSquared Advantage Services
1801 Breton Rd SE Suite D
Grand Rapids, MI 49506
Phone: (616) 929-4036
Carol@RuaAdvisors.com
csquaredadvantage.com
Succession Planning
Value Enhancement
Mergers & Acquisitions
Bill Dangl, Partner at Dangl Financial Services

Bill Dangl, Partner, Dangl Financial Services

Bill is a focused finance leader who develops valued partnerships to accomplish strategic business goals and objectives. With over 35 years of accounting, finance, and business operations experience, he is experienced in developing and implementing business and financial strategy, leading financial and accounting processes, and providing financial guidance that leads to revenue and earnings growth.

Bill has successfully led strategic planning and transition processes. Bill is a CPA with a BS in Accounting from Michigan State University and an MBA from Grand Valley State University.

Dangl Financial Services Services
CFO & Controller Services
8678 Brower Lake Rd NE, |
Rockford, MI  49341
Phone: (616) 443-8206
billd@ruaadvisors.com
danglfinancialservices.com
Mergers & Acquisitions
Value Enhancement
Dawn Drozd, Founder of ClearVision Business Coaching

Dawn Drozd, Founder, ClearVision Business Coaching

Dawn is a Certified Business Coach, speaker, published author, and founder of ClearVision Business Coaching. Growing up in a family of business owners and with 30 years personal experience owning two companies herself, Dawn understands what it takes to reach success, Now as a coach for over ten years, she's worked with businesses of all sizes, from startups to companies in the tens of millions helping them optimize value through focused leadership and improved employee engagement.

Dawn also serves as the Chairman of the Board for Macomb Habitat for Humanity and is a member of the International Coaching Federation.

ClearVision  Services
Founder
11111 Hall Road Suite 414
Utica, MI  48317
Phone: (586) 323-5150
dawn@clearvision.us.com
clearvision.us.com
Business Coaching, Mergers & Acquisitions, Value Enhancement 
Joani Gill, Principal of EXITS LLC

Joani Gill , Principal, EXITS LLC

A Certified Exit Planner, Joani helps family business owners successfully transition their companies to the next generation, key management or to a third party buyer. Her proven process helps to ensure the owner's personal, business and legacy goals are met and taxes and risks are mitigated. Before starting her own company, Joani excelled in both public companies and her own family business in the areas of sales, strategy, marketing, business development, quality systems, finance, and public relations.

Joani developed a unique model for EXITS, LLC, that provides business owners with a holistic approach to exit planning and professional collaboration. She currently serves as President of the Association for Corporate Growth, Western Michigan Chapter, is a graduate of Western Michigan University, with a BS in Management and holds licenses in health and life insurance, and securities 6 and 63. She has served on the boards of the West Michigan World Trade Association and the Grand Rapids Inventors Network (GRIN).

 
EXITS Services
3075 Charlevoix Dr SE
Grand Rapids, MI 49456
Phone: (616) 822-0004
joani@exitssuccess.com
exitssuccess.com
Mergers & Acquisitions
Value Enhancement
Succession Planning
Don Van Der Zwaag, Partner with Skyway Drive Associates

Don van der Zwaag, Partner, Skyway Drive Associates

Don is a Certified Mergers & Acquisitions Advisor (CM&AA) with over thirty years of successful management experience in team leadership, administration and finance. Don is a strong team player with a proven track record of successful performance in general management, strategic planning, budgeting, cost accounting and effective decision making.

He is a graduate of Grand Valley State University and also graduated from the Ross School of Business at the University of Michigan with an MBA in Operations Research. Don’s experience is largely within private family-owned-and-managed companies. Don lives in Plainfield Township with his wife and enjoys having two children and two grandchildren.   

Skyway Drive Associates Services
5530 Skyway Dr. NE,
Comstock Park, MI 49321
Phone: (616) 610-9705
Don@RuaAdvisors.com
skywayassociates.com
Mergers & Acquisitions
Value Enhancement
Succession Planning
Exit Planning

Affiliate Advisors

Gordon Bell, Partner of The Midland Group

Gordon Bell , Partner, The Midland Group

Gordon Bell has walked in your shoes. Early in Gordon's career, he spent 10 years being trained as part of Alcoa Inc.'s senior management development program. This resulted in his being in the 39th graduating class of their noted Pittsburg Management Conference.

The Midland Group Services
993 Chestnut Hills Parkway
Fort Wayne, IN 46814
Phone: (260) 625-5595
gbell@themidlandgroup.net
themidlandgroup.net
Mergers & Acquisitions
Value Enhancement
Succession Planning
Paul Mudde, Advisor at Grand Valley State University

Paul Mudde, Advisor, Grand Valley State University

Paul has extensive experience in strategy, possessing a PhD and teaching multiple courses in it. He uses his extensive experience in business transactions to help clients prepare and execute on their goals. He is also an Associate Professor of Management at the Seidman College of Business at Grand Valley State University. Paul chairs a graduate class in M&A that competes in the ACG Cup challenge along with teaching classes on strategy and international management. He has been involved in M&A as both a manager and consultant over the last 20 years.

Professor, GVSU Services
Grand Valley State University
50 Front Ave SW
Grand Rapids, MI
49504
Paul@RuaAdvisors.com
www.gvsu.edu
Mergers & Acquisitions
Business Consulting
Brad Stanek, CFP and Financial Advisor at Morgan Stanley

Brad Stanek, CFP, Financial Advisor, Morgan Stanley

Learn more about Brad Stanek.

 


 


 

Morgan Stanley Services
227 West Monroe Street-Suite 3400
Chicago, IL  
60606
Brad.Stanek@ms.com

Financial Planning Services

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