Phase One
Discovery
Operations audit and AI opportunity assessment. You walk away with a written roadmap even if we never work together again.
Fixed scope · 2–3 weeks
Exit Planning · Operational Consulting
The more your business needs you, the less it's worth.
You built your business by being indispensable. That's the problem we fix before buyers arrive.
How It Works
AI measured in dollars, not dashboards.
Every tool we recommend has to pay for itself in hours saved or margin gained — or we don't touch it. Three phases, each stands on its own.
Phase Two
Implementation
Your core operational AI system deployed in 30 days. Process documentation, team training, and baseline KPI dashboards included.
Fixed scope · 30-day deployment
Phase Three
Optimization
Ongoing tuning, monthly metrics reporting, and quarterly valuation review. Cancel anytime.
Monthly retainer
About the Founder
Isaac Wright
CEPA®Financial Advisor
Certified Exit Planning Advisor and financial advisor who founded ExitEdge AI after watching too many small business owners leave meaningful money on the table at closing. AI has changed what is possible in the preparation window — ExitEdge AI exists to put that to work.
ExitEdge AI LLC is an independent consulting firm focused on AI integration and business optimization. It is not a financial advisor. Securities and advisory services are offered separately through JW Cole Financial, Inc., Member FINRA/SIPC — an entirely separate entity.
Next Step
You've got a window. Let's use it.
30 minutes. If it's not a fit, I'll tell you in the first ten.
Request a Confidential Consultation (opens in a new tab)No deck. No pitch. Engagements are confidential by default.