Growing businesses and portfolio owners need commercial financial leadership — but most don't need, or can't justify, a full-time CFO. That's exactly what this service is designed for.
Need CFO support? Let's talk →
Most growing SMEs reach a point where the basic bookkeeping and annual accounts aren't enough — but they're not quite ready, or able to justify, a full-time CFO at £100,000+ a year. They need someone who can lead the financial strategy, build proper reporting, and bring commercial clarity to decisions — without the overhead.
Dealwise CFO Advisory provides exactly that. Part-time, retainer-based or project-based financial leadership — bringing the same thinking Steve applied as a PLC CFO to growing businesses that need proper financial guidance.
"The difference between a business that scales and one that struggles is usually the quality of financial thinking driving the decisions."
This isn't bookkeeping support or management accounts preparation. It's strategic financial leadership — the kind that helps you understand your business, plan with confidence, make better capital allocation decisions, and build the financial infrastructure you need as you grow.
It's also particularly valuable for acquisition entrepreneurs who've just completed a deal and need to build the reporting and control framework that protects their investment from Day 1.
Not sure if you need this? A discovery call will tell us both. Book 30 minutes and we'll assess your current financial position and what support would make the biggest difference.
Book a call →What a typical CFO Advisory engagement covers — tailored to the specific needs of your business.
Budgeting, forecasting, and scenario modelling — so you understand your financial options and can plan with confidence.
Professional, clear management packs that give directors and investors the information they need to make decisions — not just data.
Identifying the metrics that actually matter for your business model — and building a dashboard that tracks them clearly.
Cash is the oxygen of a growing business. We build the models and processes that keep you in control of it.
As businesses grow or acquire, the legal and ownership structure often needs to evolve. We provide commercial analysis — working alongside your tax adviser.
After completing an acquisition, the financial infrastructure needs to be in place quickly. We build it alongside you.
No long-term lock-in. No unnecessary overhead. The right level of support for where your business is now.
Ongoing CFO support on a retained basis — a fixed number of days per month providing consistent financial leadership, reporting, and strategic input.
A defined deliverable engagement — building a financial model, redesigning the board pack, implementing a KPI dashboard, or producing a specific piece of financial analysis.
Intensive support in the first 90 days after an acquisition — building the financial controls, reporting framework, and cash flow model that protect your investment immediately.
"Having Steve as our part-time CFO transformed how we manage the business. We went from reactive monthly accounts to genuine forward visibility — and the board pack finally gives our investors the confidence they were asking for."
Book a free 30-minute discovery call. We'll assess your current financial position and tell you exactly how we'd help.
Flexible engagement — project, retainer, or sprint.
Looking to acquire a business? Full acquisition support — valuation, due diligence, deal structuring, and negotiation.
Learn moreAbout to complete an acquisition? A thorough financial due diligence review before you sign.
Learn moreThinking about an eventual exit? Start building the financial foundation that maximises your exit value now.
Learn more