Boost your business

Financial management strategies for sustainable, achievable growth

Make great business decisions, with my help.

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

Virtual CFO

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 appraisals 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

Virtual CFO

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 appraisals 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

Virtual CFO

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 appraisals 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

Virtual CFO

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 appraisals 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 qualified and certified, experienced accountant. A finance pro. A listener.

20+ years industry expertise

Advice you can count on

Real strategy, with real results

Meet Rob

A qualified and certified, experienced 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.

Do I need a valuation or an appraisal? Understanding the key differences.

A business valuation or appraisal can help when selling, raising capital, or planning your next steps. This guide breaks down the key differences, so you can make an informed decision.

Read article

Do I need a valuation or an appraisal? Understanding the key differences.

A business valuation or appraisal can help when selling, raising capital, or planning your next steps. This guide breaks down the key differences, so you can make an informed decision.

Read article

Do I need a valuation or an appraisal? Understanding the key differences.

A business valuation or appraisal can help when selling, raising capital, or planning your next steps. This guide breaks down the key differences, so you can make an informed decision.

Read article

Do I need a valuation or an appraisal? Understanding the key differences.

A business valuation or appraisal can help when selling, raising capital, or planning your next steps. This guide breaks down the key differences, so you can make an informed decision.

Read article

Am I ready to sell my business?

Selling your business is a major financial and personal decision. But how do you know if you’re truly ready to sell?

Read article

Am I ready to sell my business?

Selling your business is a major financial and personal decision. But how do you know if you’re truly ready to sell?

Read article

Am I ready to sell my business?

Selling your business is a major financial and personal decision. But how do you know if you’re truly ready to sell?

Read article

Am I ready to sell my business?

Selling your business is a major financial and personal decision. But how do you know if you’re truly ready to sell?

Read article

Is my business ready to scale? 5 Questions to ask before expanding

Scaling a business is an exciting milestone, but it’s also a critical turning point. So, how do you know if your business is truly ready to scale?

Read article

Is my business ready to scale? 5 Questions to ask before expanding

Scaling a business is an exciting milestone, but it’s also a critical turning point. So, how do you know if your business is truly ready to scale?

Read article

Is my business ready to scale? 5 Questions to ask before expanding

Scaling a business is an exciting milestone, but it’s also a critical turning point. So, how do you know if your business is truly ready to scale?

Read article

Is my business ready to scale? 5 Questions to ask before expanding

Scaling a business is an exciting milestone, but it’s also a critical turning point. So, how do you know if your business is truly ready to scale?

Read article

Lets talk

Get started with a free 15 min consult

Schedule intro call

Lets talk

Get started with a free 15 min consult

Schedule intro call

Lets talk

Get started with a free 15 min consult

Schedule intro call

Lets talk

Get started with a free 15 min consult

Schedule intro call

A qualified and certified, experienced accountant. A finance pro. A listener.

20+ years industry expertise

Advice you can count on

Real strategy, with real results

Meet Rob