DEALWISE EDUCATION
Learn dealmaking
from someone
who actually does deals.
Courses, community, playbooks, checklists and insights - all built from real
deal experience, not textbook theory. Everything is designed
to give you the clarity and confidence to make better decisions.
Education that
changes what you
do, not just what
you know.
Built from real deals
Every framework, checklist, and
lesson comes from transactions
Steve has actually been
involved in.
Financially grounded
CFO-level thinking made
accessible - without losing the
rigour that makes it actually
useful.
Immediately applicable
Everything is designed to be
used on a real deal, with a real
business, right now - not
stored away for later
DEALWISE ACADEMY
Structured learning for serious acquirers
From first-time buyers to experienced operators - courses and
programmes built around the full acquisition journey
FEATURED FREE DOWNLOAD
The Business Buyer's Due Diligence Checklist
190 areas of a target business that every acquisition entrepreneur
should review before signing anything. The exact checklist Steve
uses on every deal - distilled into a single reference document.
Free. Instant. No spam. Ever.
FREE RESOURCES
Frameworks and tools you can use today
Every resource below is free to download. No course required. Built for
people who want to get to work immediately.
CHECKLIST
Due Diligence Checklist
190 areas to check before you buy any business. Use don every Dealwise acquisition engagement.
GUIDE
Business Valuation Guide
How to value a business using three methods - with worked examples and a reference table of sector multiples.
SCORECARD
Acquisition Readiness Scorecard
Ready to buy a business? Score yourself across 8 dimensions before you start your search.
FRAMEWORK
Deal Structure Decision
Tree
A decision tree for choosing the right deal structure - cash, earn-out, deferred, or vendor finance.
PLAYBOOK
Exit Readiness Playbook
For sellers: the 8-area playbook to prepare your business for sale and maximise your exit value.
GUIDE
Working Capital Explained
The guide to understanding working capital in acquisitions - why it matters and how it affects the deal price.
CHECKLIST
Heads of Terms Review Checklist
20 things to check before you sign heads of terms - covering price, structure, exclusivity and conditions.
FRAMEWORK
EBITDA Normalisation Template
A structured template for normalising reported EBITDA - identifying add-backs and building a maintainable earnings view.
WHY LEARN FROM STEVE & DEALWISE
Education backed by
real deal experience
Most M&A education is taught by people who advise on deals
or study them. Steve does them. That's a meaningful difference.
ACMA
Qualified accountant
Every course module reflects what Steve has learned across two decades of deals - not what he has read about.
20+
Years of M&A and financial experience
The financial rigour behind every Dealwise framework comes from a qualified accountant who actually reads
the numbers.
01 He's an active acquirer
The frameworks and checklists in Dealwise's courses aren't theoretical - they are actual tools Steve uses on his own deals and his clients.
02 Experienced CFO
The financial depth in Dealwise's education reflects board-level finance experience across five countries - not a textbook understanding of how deals work.
03 He teaches what is usable now
Every lesson is designed to change how you approach a deal. Not to impress you with jargon, or make finance feel complicated. To make it feel manageable.
"The best way to learn dealmaking isn't to study it. It's to do it alongside someone who already has - and understand what they were actually thinking at each step."
- Steve Rooms, Founder, Dealwise Advisory
THE DEALWISE BRIEFING
Deal insights. Straight to your inbox.
A fortnightly newsletter for acquisition entrepreneurs and business owners - written by Steve, not a content team.
Real deal observations and lessons from current engagements
Framework breakdowns - how to think about key deal concepts
Valuation and market commentary
Articles from leading M&A experts
Early access to new resources, courses and webinars
Answers to the questions readers actually ask
Join The Dealwise Briefing
Free. Fortnightly. Unsubscribe any time
No spam. Read by acquisition entrepreneurs and business owners.
Ready to go beyond the
education and do a deal?
When you are ready to move from learning to doing,
Dealwise Advisory is here for you. Book a free discovery
call with Steve.
Advisory services for buyers, sellers and portfolio operators
