Buying or selling a business?
Get the clarity
most advisers won't.
Dealwise Advisory brings CFO-level thinking and real deal experience to acquisition entrepreneurs and business owners — at every stage of the deal.
Most people go into deals dangerously underprepared.
Whether you're buying your first business or preparing to exit one you've spent years building — the detail in the deal determines whether you win or lose. Most people learn this the hard way.
- They pay more than they should — or walk away from deals that could have been restructured to work
- They miss the numbers that actually matter during due diligence
- They structure deals poorly and create problems they live with for years
- They sell without preparing — and leave significant value on the table
Overpaying
Most buyers don't know what they're actually buying. Inflated earnings, hidden liabilities, and working capital traps erode value fast.
Poor Deal Structure
A bad deal structure creates years of risk. Deferred consideration, earn-outs, and warranties can be deal-savers or deal-breakers — if you know how to use them.
Missing the Red Flags
The things that kill deals — or destroy value post-acquisition — are usually visible in the numbers before you sign. Most buyers don't know where to look.
Built for people who do real deals
Dealwise works with three distinct types of client — each at a different stage of their business journey.
Acquisition Entrepreneurs
You want to buy a business — but you're not sure how to find the right opportunity, value it properly, or structure a deal that works.
- Understanding business financials and what to look for
- Valuing a business with confidence
- Structuring the deal to reduce risk
- Running effective due diligence
- Negotiating from a position of knowledge
Business Owners Selling
You've built something valuable and you're thinking about your exit — but you want to maximise the outcome and approach it on your terms.
- Understanding what your business is really worth
- How buyers think — and what they look for
- Preparing your business to be buyer-ready
- What makes a business sellable vs. stuck
- Structuring a sale to protect your proceeds
Operators & Investors
You own or operate businesses and want CFO-level thinking to improve performance, plan acquisitions, or build a portfolio.
- Portfolio acquisition strategy
- Value creation and EBITDA improvement
- Group structure and tax efficiency
- Strategic finance and reporting
- Post-acquisition integration
A dealmaker who actually does deals
Steve Rooms is a qualified accountant, former PLC CFO, and active M&A adviser with over two decades of experience in business acquisitions, financial engineering, and value creation.
He spent years working at CFO level for a UK PLC with operations across the UK, France, Germany, Sweden, and Morocco — before moving into M&A advisory and entrepreneurial ownership. He doesn't just teach dealmaking. He does it.
Dealwise Advisory was built on a single belief: that better information leads to better decisions — and that clarity in a deal is the most valuable thing an adviser can provide.
Advisory services built for deal clarity
From the first look at an opportunity through to completion and beyond.
Acquisition Advisory
You've found a business you want to buy. We help you understand what you're actually looking at — and whether the deal makes sense.
- Commercial and financial review
- Independent business valuation
- Deal structuring and negotiation support
- Due diligence oversight and red flag identification
- Post-completion integration planning
Business Sale Preparation
Most businesses fail to sell because they haven't been prepared. We work with owners to make their business buyer-ready and maximise exit value.
- Exit readiness audit and roadmap
- EBITDA improvement and normalisation
- Buyer-ready financial documentation
- Information memorandum preparation
- Strategic positioning for sale
Financial Due Diligence
Know exactly what you're buying before you commit. Our due diligence process goes beyond the P&L and finds what the headlines hide.
- Quality of earnings review
- Working capital analysis
- Cash flow and debt position review
- Risk identification and quantification
- Red flag reporting and recommendations
CFO & Strategic Finance
CFO-level thinking for growing businesses and portfolio owners — without the full-time cost.
- Strategic financial planning and forecasting
- Board and investor reporting packs
- KPI design and dashboard creation
- Group structure and tax efficiency review
- Cash flow and working capital optimisation
From first call to deal done
A straightforward process that starts with clarity and ends with confidence.
Discovery Call
A 30-minute conversation to understand your situation, your goals, and where you need help most.
Assessment & Proposal
We review the opportunity or situation and put together a clear proposal — scope, timeline, and investment.
Advisory Work
We get to work. Valuations, due diligence, deal structuring, documentation — whatever the engagement requires.
Clarity & Outcome
You make better decisions, structure better deals, and achieve better outcomes. That's what we're here for.
The Business Buyer's
Due Diligence Checklist
The 47 questions every acquisition entrepreneur should ask before signing anything. Used by Dealwise on every deal.
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Trusted by people doing real deals
Results and insight from clients who have worked with Dealwise.
Steve's financial analysis of the acquisition was the difference between a good deal and a great one. He found issues in the working capital that would have cost us significantly more than his fee to discover post-completion.
I'd been running my business for 14 years and had no idea how underprepared I was for a sale. Steve's exit readiness audit was a wake-up call — but also gave me a clear roadmap to fix things and add real value before going to market.
The deal structuring advice alone was worth ten times what we paid. Steve restructured a deal that looked like it was going to fall apart and turned it into something both sides were happy with. That's real expertise.
Ready to approach your deal with real clarity?
Book a free 30-minute discovery call with Steve. No pitch, no pressure — just a straightforward conversation about your situation.
UK-based. Remote advisory available UK-wide.