Malcolm Ross

Plan for the five stages of a business

Businesses come in all shapes and sizes, but for most owners their business represents both the cash flow engine, which supports their family’s quality of life, and their most valuable single asset. Their equity investment in their corporation is a concentrated risk in a business they have chosen and understand, but it is susceptible to […]

By Malcolm Ross | June 16, 2010

5 min read

Preparing for a future sale

As a financial advisor who works primarily with business owners and their families, I’ve observed that very few owners start out with a clear objective of building a business in order to sell it down the road. Instead, they struggle to develop the business as a cash flow engine and then, due to fatigue or […]

By Malcolm Ross | June 1, 2010

6 min read