Access 25+ years of knowledge and experience

Hello. I’m Robert Dalton. I empower businesses with the knowledge and understanding needed to make great business decisions. I offer tailored services to help your business achieve sustainable growth.

25+ years industry expertise

Advice you can count on

Real strategy, with real results

Who are you hiring?

A business valuer and Chartered Accountant. Previously CFO and Company Secretary of ASX Listed resources businesses, a senior manager at a Big 4 accounting firm and a long time business owner.

Qualified

Member of Chartered Accountants Australia and New Zealand (CAANZ)
Fellow of the Association of Chartered Certified Accountants (ACCA)
Master of Applied Finance (focusing on mergers, acquisitions, and business valuation)
Graduate Diploma in Corporate Governance
Graduate Diploma in Applied Tax Law
ACCA Certificate in Business Valuation
Registered Tax Agent

Qualified

Member of Chartered Accountants Australia and New Zealand (CAANZ)
Fellow of the Association of Chartered Certified Accountants (ACCA)
Master of Applied Finance (focusing on mergers, acquisitions, and business valuation)
Graduate Diploma in Corporate Governance
Graduate Diploma in Applied Tax Law
ACCA Certificate in Business Valuation
Registered Tax Agent

Qualified

Member of Chartered Accountants Australia and New Zealand (CAANZ)
Fellow of the Association of Chartered Certified Accountants (ACCA)
Master of Applied Finance (focusing on mergers, acquisitions, and business valuation)
Graduate Diploma in Corporate Governance
Graduate Diploma in Applied Tax Law
ACCA Certificate in Business Valuation
Registered Tax Agent

International

Over the last 25 years, I have worked in London and Bermuda, with the majority of my working life in Perth and Brisbane Australia. We service clients all over Australia, Sydney, Melbourne, Brisbane, Adelaide and Perth, in a variety of industries from professional services, manufacturing, education and training, to transport and logistics.

International

Data-driven

I've learnt that interpretation of the right data is key to ensuring that your business can drive towards the right outcomes and results. We use data to ensure that the right decisions are being made, whether that is during a business valuation or during a businesses growth phase.

Data-driven

Trusted, proven

My experience has taught me that businesses want outcomes and results. They do not want to pick from a selection of services. That is why my services are tailored to the business' needs and desired outcomes and results. My process involves listening first and foremost to ensure that my clients achieve the desired outcome.

Trusted, proven

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 proven process, built on 25+ 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 brief chat to listen to what you need.

2

Discovery & Scope Analysis

Two-way, in-depth analysis curated from insights, data, and the business outcomes you want.

3

Scope Proposal Consultation

Delivery of a tailored scope proposal based on our analysis and discovery.

1

Intro call (15 min)

A brief chat to listen to what you need.

2

Discovery & Scope Analysis

Two-way, in-depth analysis curated from insights, data, and the business outcomes you want.

3

Scope Proposal Consultation

Delivery of a tailored scope proposal based on our analysis and discovery.

1

Intro call (15 min)

A brief chat to listen to what you need.

2

Discovery & Scope Analysis

Two-way, in-depth analysis curated from insights, data, and the business outcomes you want.

3

Scope Proposal Consultation

Delivery of a tailored scope proposal based on our analysis and discovery.

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, business 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, business 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, business 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

Lets talk

Get started with a free 15 min consult

Schedule intro call

Articles | Financial Advisory

All articles

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

Share Buy-Backs and Business Valuation

Share buy-backs are a common tool used by private companies to restructure ownership. While the commercial goal may be straightforward, one issue is frequently underestimated.

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Share Buy-Backs and Business Valuation

Share buy-backs are a common tool used by private companies to restructure ownership. While the commercial goal may be straightforward, one issue is frequently underestimated.

Read article

Employee Buy-Ins and Business Valuation

Many growing businesses hit a stage where they invite key employees to become owners. It keeps talent, aligns goals, and often fits into a long-term succession plan. But at what value?

Read article

Employee Buy-Ins and Business Valuation

Many growing businesses hit a stage where they invite key employees to become owners. It keeps talent, aligns goals, and often fits into a long-term succession plan. But at what value?

Read article

Business Restructures and Business Valuation

Businesses rarely stay the same forever. As businesses grow, ownership changes. Many business owners may consider restructuring their business. But one issue is often underestimated.

Read article

Business Restructures and Business Valuation

Businesses rarely stay the same forever. As businesses grow, ownership changes. Many business owners may consider restructuring their business. But one issue is often underestimated.

Read article