Book a Discovery Call | Dealwise Advisory
Free Discovery Call

Let's talk about
your deal — with
no pressure,
no pitch.

A 30-minute call to understand your situation and tell you honestly whether — and how — Dealwise can help. No commitment. No obligation. Just a straight commercial conversation.

What happens on the call
  • 01

    You tell me about your situation

    Whether you're buying, selling, or looking for ongoing financial support — I'll listen first, ask the right questions, and make sure I understand properly.

  • 02

    I give you my honest view

    I'll tell you what I think your priorities should be, where the risks are, and what kind of support would actually make a difference in your situation.

  • 03

    We agree on next steps together

    If there's a fit, I'll explain exactly what working together would look like. If there isn't, I'll point you in the right direction anyway. Either outcome is useful.

This is a conversation, not a sales call. If Dealwise isn't right for your situation, I'll tell you.
Steve Rooms

Steve Rooms

Qualified accountant, former PLC CFO, and active M&A adviser. He works on real deals — not just advises on them.

ACA Qualified Former PLC CFO 20+ years M&A

"Even before we engaged formally, Steve gave me more clarity on that first call than I'd had from three months of reading and talking to brokers."

JR
James R.
Portfolio investor, after initial discovery call
Free — no charge
30 minutes
No commitment
UK-based adviser
Remote or in-person
1
Your details
2
Choose a time
3
Confirmed
✅

You're booked in.
See you soon.

A confirmation has been sent to your email. Steve will review your details before the call so you can get straight into the substance.

Browse free resources while you wait Review Dealwise services Read Steve's latest insights

Tell me a little about
your situation

This helps Steve prepare for your call so you can use the 30 minutes properly — not spend it on background.

Your details are kept private and never shared. By submitting you agree to be contacted by Dealwise Advisory regarding your enquiry.