WHAT WE DO
Advisory services built
for deal clarity
From the first look at an opportunity through to completion - and
beyond. Four core services, one consistent standard: CFO-level
thinking on every engagement.
OUR SERVICES
Choose the right service for your situation
Every engagement is different. Here is how Dealwise can help -
whatever stage of the deal you are at.
Acquisition Advisory
You have found a business you want to buy. We help you
understand what you are actually look at - and whether the
deal makes sense.
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.
Commercial and financial review
Independent business valuation
Deal structuring and negotiation support
Due diligence oversight
Post-completion integration planning
Exit readiness audit and roadmap
EBITDA improvement and normalisation
Buyer-ready financial documentation
Information memorandum preparation
Strategic positioning for sale
Deal Financial Analysis
Know exactly what you are buying before you commit. Our deal analysis service helps you to understand what the numbers tell you, values the target business and creates deal structures that work.
CFO & Strategic Finance
CFO-level thinking for growing businesses and portfolio owners
- without the full-time cost. Reporting, forecasting, and
commercial clarity.
Historical analysis of the business
Business valuation
5 year P&L and cash flow forecasts
Multiple deal structures that work
Comprehensive deal report and 1-2-1 follow up call
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
WHO THESE SERVICES ARE FOR
Built for people at every stage of the deal
Whether you are buying, selling or operating - there is a Dealwise
service for your situation
01
Acquisition Entrepreneurs
You want to buy a business but need the
financial rigour and deal structuring
experience to do it properly. Dealwise acts
as your acquisition partner - valuing,
analysing, and structuring the deal
alongside you.
02
Business Owners (Selling)
You've built something valuable and want to understand what it's worth, how to prepare it for sale, and how to maximise what you walk away with. We start the exit conversation before the deal does.
03
Operators & Portfolio Owners
You own and run businesses and need CFO-
level thinking to improve performance, plan
your next acquisition, or build and manage a
portfolio with the right structure and
reporting in place.
HOW WE WORK
A process built around your outcome
01
Discovery Call
A free 30-minute conversation to
understand your situation and where
Dealwise can add the most value.
02
Scoped Proposal
A clear proposal - service scope,
timeline, deliverables, and investment
- before any commitment.
03
Advisory Work
We get to work - analysis, valuations,
documents, structures. Clear outputs
throughout
04
Clarity & Decision
You make better decisions from a
stronger position. That's the only
measure of success that matters.
Not sure which service
is right for your situation?
Book a free discovery call and we will point you in the right
direction - no commitment required.
UK-based. Remote advisory. Available nationwide
