Know what your business is worth

Plan what comes next

Independent valuations and CFO-level advice for small and medium-sized businesses.

Let's Talk

How I Help

Tailored outcomes

Services are tailored to you. We focus on outcomes first, to help you get to where you want to be.

Let's talk

CFO Services

Access strong financial leadership and strategic insights for your small business. Boost profitability, ensure stability, and achieve long-term growth; all without the expense of hiring a full-time Chief Financial Officer.

Business Valuations

Get accurate, data-driven insights. Whether you're selling, buying, merging, or seeking investment, valuations provide a clear view of a business's true market value.

Business Appraisal

Get a quick, cost-effective business appraisal with limited scope for fast, essential insights into your business’s value.

Financial Modelling

Successful businesses don’t guess. They use accurate financial models to plan, forecast, and grow strategically. Make smart decisions, manage risk, and unlock growth opportunities.

Exit Advisory

Selling or transitioning a business is one of the most significant financial and personal decisions you’ll make. You worked hard to get where you are. I'll help you maximise value & exit on your terms.

Tailored outcomes

Services are tailored to you. We focus on outcomes first, to help you get to where you want to be.

Let's talk

CFO Services

Business Valuations

Get accurate, data-driven insights. Whether you're selling, buying, merging, or seeking investment, valuations provide a clear view of a business's true market value.

Business Appraisal

Get a quick, cost-effective business appraisal with limited scope for fast, essential insights into your business’s value.

Financial Modelling

Successful businesses don’t guess. They use accurate financial models to plan, forecast, and grow strategically. Make smart decisions, manage risk, and unlock growth opportunities.

Exit Advisory

Tailored outcomes

Services are tailored to you. We focus on outcomes first, to help you get to where you want to be.

Let's talk

CFO Services

Business Valuations

Get accurate, data-driven insights. Whether you're selling, buying, merging, or seeking investment, valuations provide a clear view of a business's true market value.

Business Appraisal

Get a quick, cost-effective business appraisal with limited scope for fast, essential insights into your business’s value.

Financial Modelling

Successful businesses don’t guess. They use accurate financial models to plan, forecast, and grow strategically. Make smart decisions, manage risk, and unlock growth opportunities.

Exit Advisory

Tailored outcomes

Services are tailored to you. We focus on outcomes first, to help you get to where you want to be.

Let's talk

CFO Services

Business Valuations

Get accurate, data-driven insights. Whether you're selling, buying, merging, or seeking investment, valuations provide a clear view of a business's true market value.

Business Appraisal

Get a quick, cost-effective business appraisal with limited scope for fast, essential insights into your business’s value.

Financial Modelling

Successful businesses don’t guess. They use accurate financial models to plan, forecast, and grow strategically. Make smart decisions, manage risk, and unlock growth opportunities.

Exit Advisory

A proven process, built on 20+ years of experience

Designed to help us work out where you are, where you want to go, and how to get there.

1

Intro call (15 min)

A conversation to understand your needs and goals.

2

Outcomes and Scope Analysis

In-depth analysis to gather insights, data, and relevant information for your project.

3

Scope Proposal Consultation

Presentation of the tailored scope proposal based on analysis and research findings

1

Intro call (15 min)

A conversation to understand your needs and goals.

2

Outcomes and Scope Analysis

In-depth analysis to gather insights, data, and relevant information for your project.

3

Scope Proposal Consultation

Presentation of the tailored scope proposal based on analysis and research findings

1

Intro call (15 min)

A conversation to understand your needs and goals.

2

Outcomes and Scope Analysis

In-depth analysis to gather insights, data, and relevant information for your project.

3

Scope Proposal Consultation

Presentation of the tailored scope proposal based on analysis and research findings

1

Intro call (15 min)

A conversation to understand your needs and goals.

2

Outcomes and Scope Analysis

In-depth analysis to gather insights, data, and relevant information for your project.

3

Scope Proposal Consultation

Presentation of the tailored scope proposal based on analysis and research findings

Schedule intro call

Client Feedback

Trusted by business owners for honest, practical advice.

Calum Maxwell

Optimise Online

"Blown away! Rob invested his time getting to know my business and our knowledge to be able to explain everything in a way that I could understand."

Sarah Watson

Get With The Brand

"Being able to talk about business finance, planning and strategy with Rob has been invaluable. He genuinely cares and has supported my business immeasurably."

Jason Hammond

Hammond Napier

"Rob's attention to detail is second to none. He goes above and beyond to make sure that his clients & their businesses are set up with every possible chance to survive & succeed."

Client Feedback

Trusted by business owners for honest, practical advice.

Calum Maxwell

Optimise Online

"Blown away! Rob invested his time getting to know my business and our knowledge to be able to explain everything in a way that I could understand."

Sarah Watson

Get With The Brand

"Being able to talk about business finance, planning and strategy with Rob has been invaluable. He genuinely cares and has supported my business immeasurably."

Jason Hammond

Hammond Napier

"Rob's attention to detail is second to none. He goes above and beyond to make sure that his clients & their businesses are set up with every possible chance to survive & succeed."

Client Feedback

Trusted by business owners for honest, practical advice.

Calum Maxwell

Optimise Online

"Blown away! Rob invested his time getting to know my business and our knowledge to be able to explain everything in a way that I could understand."

Sarah Watson

Get With The Brand

"Being able to talk about business finance, planning and strategy with Rob has been invaluable. He genuinely cares and has supported my business immeasurably."

Jason Hammond

Hammond Napier

"Rob's attention to detail is second to none. He goes above and beyond to make sure that his clients & their businesses are set up with every possible chance to survive & succeed."

Client Feedback

Trusted by business owners for honest, practical advice.

Calum Maxwell

Optimise Online

"Blown away! Rob invested his time getting to know my business and our knowledge to be able to explain everything in a way that I could understand."

Sarah Watson

Get With The Brand

"Being able to talk about business finance, planning and strategy with Rob has been invaluable. He genuinely cares and has supported my business immeasurably."

Jason Hammond

Hammond Napier

"Rob's attention to detail is second to none. He goes above and beyond to make sure that his clients & their businesses are set up with every possible chance to survive & succeed."

A chartered accountant. A finance pro. A listener.

20+ years industry expertise

Advice you can count on

Real strategy, with real results

Meet Rob

Articles | Financial Advisory

All articles

Expert insights to help you grow, scale, and sell your business.

What Kind of Reports or Insights Should My CFO Be Giving Me?

Business owners can get financial reports from their accounting software. Yet, feel uncertain about what is truly happening in their business. If that sounds familiar, you’re not alone.

Read article

What Kind of Reports or Insights Should My CFO Be Giving Me?

Business owners can get financial reports from their accounting software. Yet, feel uncertain about what is truly happening in their business. If that sounds familiar, you’re not alone.

Read article

What Kind of Reports or Insights Should My CFO Be Giving Me?

Business owners can get financial reports from their accounting software. Yet, feel uncertain about what is truly happening in their business. If that sounds familiar, you’re not alone.

Read article

What Kind of Reports or Insights Should My CFO Be Giving Me?

Business owners can get financial reports from their accounting software. Yet, feel uncertain about what is truly happening in their business. If that sounds familiar, you’re not alone.

Read article

How Does a CFO Help Grow the Value of My Business?

Most business owners think of a CFO as someone who “looks after the numbers.” A good CFO does more than manage spreadsheets or track expenses. They also help build business value.

Read article

How Does a CFO Help Grow the Value of My Business?

Most business owners think of a CFO as someone who “looks after the numbers.” A good CFO does more than manage spreadsheets or track expenses. They also help build business value.

Read article

How Does a CFO Help Grow the Value of My Business?

Most business owners think of a CFO as someone who “looks after the numbers.” A good CFO does more than manage spreadsheets or track expenses. They also help build business value.

Read article

How Does a CFO Help Grow the Value of My Business?

Most business owners think of a CFO as someone who “looks after the numbers.” A good CFO does more than manage spreadsheets or track expenses. They also help build business value.

Read article

How Can a CFO Help Me Improve Cash Flow?

Every business owner knows, cash flow is king. Yet profitable businesses often struggle with cash flow. Here’s how a CFO can make a difference to your cash position and peace of mind.

Read article

How Can a CFO Help Me Improve Cash Flow?

Every business owner knows, cash flow is king. Yet profitable businesses often struggle with cash flow. Here’s how a CFO can make a difference to your cash position and peace of mind.

Read article

How Can a CFO Help Me Improve Cash Flow?

Every business owner knows, cash flow is king. Yet profitable businesses often struggle with cash flow. Here’s how a CFO can make a difference to your cash position and peace of mind.

Read article

How Can a CFO Help Me Improve Cash Flow?

Every business owner knows, cash flow is king. Yet profitable businesses often struggle with cash flow. Here’s how a CFO can make a difference to your cash position and peace of mind.

Read article