M&A ADVISORY & DEAL EDUCATION
Buying or selling a
business?
Get the clarity
most advisors ignore.
Dealwise Advisory brings CFO-level thinking and real deal
experience to acquisition entrepreneurs and business owners -
at every stage of the deal.
Former PLC CFO
Qualified Accountant (ACMA)
20+ years in M&A & Finance
UK-based
Multi-sector acquisition experience
THE REALITY
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 structured 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
PROBLEM 01
Overpaying
Most buyers don't know what they're actually buying. Inflated earnings, hidden liabilities and working capital traps erode value fast.
PROBLEM 02
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.
PROBLEM 03
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.
WHO WE WORK WITH
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 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 of businesses.
Portfolio acquisition strategy
Value creation and EBITDA improvement
Group structure and tax efficiency
Strategic finance and reporting
Post-acquisition integration
ABOUT STEVE ROOMS
A dealmaker who
actually does deals
Steve Rooms is a qualified accountant, former, PLC CFO, and active M&A advisor and dealmaker with over two decades of experience in business acquisitions, financial engineering and value creation.
He spent years workings 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 acquires businesses too.
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 that an advisor can provide.
ACMA qualified
Multi-sector acquisitions
UK-based
Active acquirer
WHAT WE DO
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 that 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 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
Acquisition Financial Analysis
Understand exactly what the financials of a target business
are telling you, where the red flags are and the key questions that you should be asking the seller.
Historical business performance analysis & key ratios
Business valuations
Five year financial forecasts (P&Ls and cash flows)
Multiple deal structures and financing options
Analysis follow up and support calls
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
HOW IT WORKS
From first call to deal done
A straightforward process that starts with clarity and ends with
confidence.
01
Discovery Call
A 30-minute conversation to understand your situation, your goals, and where you need help most.
02
Assessment & Proposal
We review the opportunity or situation and put together a clear proposal - scope, timeline and investment.
03
Advisory Work
We get to work. Valuations, due diligence, deal structuring, documentation - whatever the engagement requires.
04
Clarity & Outcome
You make better decisions, structure better deals, and achieve better outcomes. That's what we're here for.
FREE DOWNLOAD
The Business Buyer's
Due Diligence Checklist
The key questions every acquisition entrepreneur should ask
before signing anything. Used by Dealwise on every deal.
No spam. Sent instantly
WHAT CLIENTS SAY
Trusted by people doing real deals
Results and insight from clients who have worked with Dealwise Advisory.
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 world-wide.
