OUR MISSION

Arming the Independent M&A Broker to Compete Like a Firm

We're building the platform that gives a solo or boutique brokerage the sourcing reach and analytical depth of a 10-person M&A advisory team, so brokers can stop building spreadsheets and start winning listings and closing deals.

Our Inspiration

After years in M&A advisory and financial due diligence at the institutional level, we kept encountering the same gap: business owners approaching the most significant financial event of their lives, specifically the sale of their company, with almost no preparation, and the independent brokers representing them working without the tools to prepare those deals properly.

The statistics are staggering: over 70% of businesses that go to market fail to sell, not because they lack value, but because they aren't exit-ready. Owners leave millions on the table due to poor timing, suboptimal deal structures, and value gaps that could have been closed years earlier with the right guidance.

The M&A brokers who represent these owners are skilled dealmakers, yet they're doing institutional-grade work with consumer-grade tools. Chasing cold leads, building valuations in Excel, transcribing seller calls by hand, and drafting every CIM from scratch. We built ExitEdge to close that gap.

Why We Started This

We founded ExitEdge because we believe the independent M&A broker is one of the most underserved professionals in the deal world. They guide owners through the largest financial decisions of their lives, and they do it with spreadsheets, manual analysis, and gut instinct built from years of experience.

They shouldn't have to choose between spending weeks building a listing package or spending that time finding the next seller. They shouldn't lose a listing to a competitor simply because that competitor called the owner first or delivered a more polished presentation.

By combining AI-powered exit candidate prospecting, automated listing intake, transcript intelligence, and CIM and buyer presentation generation into one platform, we give independent brokers the firepower of a full advisory team, so they can focus 100% of their energy on what only they can provide: expert judgment, trusted relationships, and closing deals.

WHAT WE'RE BUILDING

Our Goals

Close the Analysis Gap

We make institutional-grade deal analysis, the kind large M&A advisory firms charge six figures to produce, accessible to every independent broker at a price that makes sense for a boutique practice. Level the playing field so expertise and relationships matter more than team size.

Eliminate the "Preparation Tax"

Every broker pays a hidden tax in time spent on intake, valuations, and CIM drafting instead of sourcing and closing. Our goal is to make automated listing intake and deal deliverables the industry standard, so brokers stop acting as analysts and start acting as dealmakers.

3x the Impact, Zero Extra Headcount

The best brokers are limited not by expertise but by bandwidth. By automating prospecting, analysis, and deliverable generation, we free them to carry three times the listings with higher-quality packages, and close more of them.

THE TEAM

Meet Our Founders

Ziye Lin

CEO & Strategy

Ziye brings over a decade of M&A and financial due diligence experience to ExitEdge. As a former Director in FTI Consulting's Technology, Media, and Telecom practice, he led engagements spanning due diligence analytics, M&A advisory, and post-merger integrations for both strategic buyers and private equity firms.

At FTI, Ziye sat on the institutional side of hundreds of M&A transactions and watched business owners arrive at the closing table underprepared, leaving value on the table that better preparation could have captured. That gap is what ExitEdge is built to close.

Stevie Rhim

Chief Business Officer

Stevie serves as Chief Business Officer, bringing deep expertise in product strategy and go-to-market execution from the high-tech sector. As a former Director of Product Management and Marketing, he led cross-functional teams to launch multiple full-stack hardware and software solutions from concept to commercial success.

Stevie's strength is translating complex analytical capabilities into tools advisors actually want to use. His mission is to make ExitEdge the indispensable operating system for every independent M&A broker in America.