Acquisition Advisory | Dealwise Advisory
Acquisition Advisory

Buy the right business.
At the right price.
With the right structure.

You've found a business you want to buy. Now you need someone who can tell you whether it's worth buying, what it's really worth, and how to structure the deal to protect your investment.

This service includes
  • Commercial and financial review
  • Independent business valuation
  • Deal structuring and negotiation support
  • Due diligence oversight
  • Risk identification and red flags
  • Post-completion planning

Questions? Book a free 30-min call →

What This Service Is

The CFO-level support most buyers never get

Most people who buy businesses do so without proper financial support. They rely on the seller's information, take a brief look at the accounts, and make a decision under pressure and on emotion. That's how people overpay, miss the problems, and make deals that underperform or fail.

Dealwise Acquisition Advisory puts a qualified accountant and experienced M&A adviser in your corner — from the first time you look at an opportunity through to the day you complete. Someone who reads the numbers properly, asks the uncomfortable questions, and tells you what they actually mean for the deal.

"The numbers tell a story. Most buyers read the headline. The insight — and the risk — is in the detail."

This isn't about being cautious for the sake of it. It's about giving you the clarity to move forward with confidence — or the understanding to walk away at the right time. Either outcome saves you money. Only one of them makes you money.

Steve Rooms is an active acquirer himself. He doesn't advise on acquisitions from the sidelines — he does them. That means every piece of advice comes from someone who has real capital at risk in real deals, not someone who has only ever reviewed them.

Who this is designed for

  • First-time acquisition entrepreneurs
  • Experienced buyers wanting independent analysis
  • Management buyout teams
  • Investors acquiring SME businesses
  • Portfolio builders adding to existing holdings

Typical deal sizes

  • SME acquisitions: £100k – £10m+
  • Asset purchases and share sales
  • UK-based businesses across most sectors
  • Asset-light and service businesses
  • Distressed and turnaround situations

Not sure if this is right for you?

Book a free 30-minute discovery call. We'll understand your situation and tell you honestly whether and how we can help.

Book a call →
What We Deliver

Six things that protect your investment
and sharpen your decision-making

Each element of the Acquisition Advisory service is designed to give you a specific type of clarity — and reduce a specific type of risk.

🔬

Commercial & Financial Review

A thorough read of the business — what it actually earns, how it earns it, and whether those earnings are sustainable.

  • Revenue quality and customer concentration review
  • Margin analysis and cost structure
  • EBITDA normalisation and add-backs
  • Working capital and cash conversion
⚖️

Independent Valuation

A clear, defensible view on what the business is actually worth — not what the seller wants for it.

  • Multiple methodology valuation
  • Comparable transaction benchmarking
  • Earnings-based and asset-based approaches
  • Value driver identification
🏗️

Deal Structuring

How the deal is structured can be as important as the price. Deferred consideration, earn-outs, and warranties can shift risk significantly.

  • Purchase price and payment structure
  • Earn-out and deferred consideration design
  • Warranty and indemnity considerations
  • Acquisition vehicle and tax efficiency
🤝

Negotiation Support

Going into negotiation without proper financial grounding is a significant disadvantage. We make sure you know your numbers better than anyone in the room.

  • Negotiation position and strategy
  • Price and terms justification
  • Counteroffer analysis
  • Heads of terms review
🚩

Due Diligence Oversight

We manage and lead the financial due diligence process — ensuring the right questions get asked and the right information gets reviewed before you sign.

  • Financial due diligence coordination
  • Data room review and management
  • Red flag identification and reporting
  • Commercial and operational risk assessment
🗺️

Post-Completion Planning

Completing the deal is the beginning, not the end. We help you plan for Day 1 and beyond — so value doesn't erode in the months after completion.

  • 100-day integration planning
  • Reporting and KPI framework design
  • Key risk and retention planning
  • Value creation roadmap
Right Fit

Is this the right service for you?

✓  This is for you if…

You're a good fit if

  • You've identified a business you want to acquire
  • You want independent financial analysis — not just the seller's story
  • You need help understanding what the numbers really mean
  • You want to structure the deal properly from the start
  • You want someone experienced in your corner during negotiation
  • You're serious about doing the deal properly, not just quickly
  • You want a commercial adviser, not just a compliance accountant
✕  This isn't for you if…

This won't work if

  • You've already completed the deal and are looking for retrospective review
  • You want someone to rubber-stamp a decision you've already made
  • You're looking for regulated legal or tax advice (we'll signpost you to the right professionals)
  • You need fundraising, business finance broking, or deal origination as the primary need
  • You want the cheapest option regardless of quality
How It Works

From first enquiry
to deal completed

A straightforward engagement process designed around your deal timeline — not ours.

01

Discovery Call (Free)

A 30-minute conversation about your deal — where it is, what you know so far, and where you need support. No charge, no commitment. We'll tell you honestly whether and how we can help, and what that would involve.

02

Proposal & Scope Agreement

Once we understand the deal, we'll prepare a clear written proposal covering exactly what we'll do, the timeline, what we'll need from you, and our fee. No ambiguity. You know precisely what you're getting before committing to anything.

03

Financial Review & Analysis

We review the business financials thoroughly — typically three years of accounts, management information, and any other available data. We normalise EBITDA, assess working capital, identify the risks, and build an independent view on value.

04

Valuation & Deal Structure

You receive a clear valuation report and deal structure recommendation. We'll walk you through what the numbers mean, what we think the business is worth, and how we'd suggest structuring the deal to manage your risk and protect your position.

05

Negotiation & Due Diligence Support

We support you through negotiation — helping you understand your position and how to use the financial analysis to your advantage. We also coordinate and oversee the financial due diligence process to make sure nothing important gets missed.

06

Completion & Post-Deal Planning

We help you plan for life after completion — the first 100 days, the reporting framework, and the immediate value creation priorities. Because the deal completing is the beginning of the real work.

Common Questions

Frequently asked
questions

The earlier the better. Ideally, before you've gone very deep with the seller — but certainly before you've agreed heads of terms or committed to anything in writing. That said, we can add value at any stage. Even if you're already in due diligence, it's not too late to get a proper financial review done before you complete.

At a minimum, we'd typically want to see three years of statutory accounts, the most recent management accounts, and any information memorandum or sales pack produced by the seller or their broker. We'll tell you exactly what we need once we've had an initial conversation about the deal.

No — Dealwise is a commercial and financial advisory practice. We work alongside your solicitor and accountant, not instead of them. That said, we can signpost you to appropriate professionals and will flag legal and tax considerations as they arise in our analysis — so you know what questions to be asking your other advisers.

Our sweet spot is UK SME acquisitions — typically businesses with revenues between £500k and £10m and deal values in the £100k to £5m range. That said, we'll consider deals outside this range if they're the right fit. The most important factor isn't the deal size — it's whether we can genuinely add value to your situation.

We work on a fixed-fee basis for most engagements, scoped clearly before we start. The fee depends on the size and complexity of the deal and the scope of work involved. We'll give you a clear fee in our proposal — before any commitment. There are no hidden charges or success fees in our standard advisory engagements.

The advisory work we've done — the analysis, the valuation, the due diligence review — retains its value regardless of whether you complete. You'll understand the business better, you'll understand what to look for on your next deal, and you'll have a clear record of why a particular opportunity didn't make sense. We've seen clients walk away from a deal based on our analysis, and find a much better one six months later.

Client Result

"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. That's what real due diligence looks like."

MH
Mark H.
Acquisition Entrepreneur — SME acquisition, UK

Ready to approach your acquisition
with real clarity?

Book a free 30-minute discovery call. We'll understand your deal and tell you exactly how Dealwise can help.

No commitment. No pitch. Just a straight conversation about your deal.