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Application for Obtaining a Business Advisory Team

Qualifications for Obtaining a Business Advisory Team​

• For Service Businesses, annual revenues of $250,000 minimum
• For Manufacturing Businesses, annual revenues of $400,000 minimum
• At least two (2) full time employees (which can include the owner)
• Coachable and growth-minded owners of entrepreneurial businesses
• At least 3+ (three) years in business

To begin your application online, fill out and submit the form below.

ANSB will review your initial information and follow up with requests for additional detail as necessary. Please see the full application PDF form linked on this page to learn more about ANSB’s informational requirements. 

Want to apply offline instead?

Download the application forms below, fill them out and email them to info@ansb.org

Download Forms (PDF)

David Dugan

Chief Financial Officer

David Duggan is a seasoned financial executive with more than 25 years of experience in corporate finance, accounting, and strategic leadership within private equity-backed and global organizations. He most recently served as Chief Financial Officer of BP Environmental Solutions, LLC, where he led financial strategy, recapitalization efforts, acquisition integration, and operational finance initiatives. He concluded his tenure in October 2025 following the company’s successful sale to a larger private equity sponsor.

David currently serves as a fractional CFO and strategic financial consultant, advising growth-oriented and private equity-backed companies on capital structure optimization, cash flow management, financial reporting, and operational scalability. He partners closely with executive teams and boards to strengthen financial infrastructure, enhance profitability, and prepare organizations for recapitalization or exit events.

In addition to his executive leadership experience, David advises employers on strategies to reduce healthcare expenditures while enhancing employee benefits. He partners with organizations that implement employer-sponsored supplemental medical programs designed to lower taxable income, reduce claims exposure, and improve workforce access to care—without disrupting existing health plans. His work focuses on aligning financial strategy with employee wellness to create measurable cost efficiencies for both employers and employees.

Earlier in his career, David held senior finance leadership roles in global and private equity-backed organizations and began his career in public accounting with Deloitte, building a strong foundation in audit, controls, and financial governance.

David is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA). He earned his Bachelor of Science in Accounting, cum laude, from La Salle University.

A Gulf War-era veteran, David served in the United States Army’s 1st Armored Division from 1990 to 1992. He remains active in community and nonprofit leadership initiatives.

 

Marlo Ricketts Green, SPHR, SHRM-SCP, MBA, MOL

Principal Consultant

Marlo Ricketts Green is a seasoned Human Resources Executive with over 20 years of experience designing and leading transformative people strategies across Fortune 500 corporations, global startups, nonprofits, and prestigious academic institutions. Recognized for her ability to align people-centric initiatives with organizational goals, she has built a career on fostering inclusive, high-performing cultures that drive measurable business results

Marlo’s expertise spans Global HR Management, Organizational Design, Talent Acquisition, Executive Coaching, Employee Engagement, DEI Strategy, Labor Relations, and Change Management. She is known for delivering impactful outcomes in complex, highly matrixed environments, including spearheading cultural transformations, leading HR through mergers and acquisitions, launching award-winning DEIB programs, and driving organizational effectiveness across multi-state and international teams.

Her industry experience is both broad and deep, encompassing manufacturing, aviation, cannabis, technology, higher education, retail, consumer goods, and state government. She has held leadership roles with notable organizations including E.I. duPont de Nemours, Honeywell, Amazon, Brown University, Cresco Labs, and Sinequa. In each, Marlo has been a trusted advisor to executive teams, a catalyst for change, and a champion for equity and inclusion.

Marlo holds an MBA and a Master’s in Organizational Leadership from Wilmington University, and is credentialed as a Senior Professional in Human Resources (SPHR), a SHRM Senior Certified Professional (SHRM-SCP), and a Six Sigma Greenbelt. She is also Prosci Change Management and MBTI Instructor Certified.

A thought leader and advocate for systemic change, Marlo is a contributing author to several publications, including Can’t Tell Me Nothing: The Uncomfortable Hair Truths of Black Women and Everyday Struggle: How Toxic Workplaces Impact Black Women. Her insights have been featured in multiple HR and business publications, and she continues to serve on advisory boards and community leadership groups dedicated to workforce development, diversity, and organizational excellence.