WexAdvisory

AI-Powered Business Consulting

Give your business
the edge it deserves.

I help small businesses understand their competition and cut wasted time through AI-powered automation — without needing a tech team or a big budget.

✓ 10+ reports delivered across multiple industries✓ Backed by real data — not guesswork✓ Flat-fee reports — no surprise invoices✓ Results delivered in plain English
Free · 2–3 Minutes · No Credit Card

Not sure where to start?
Get your free AI Snapshot.

Enter your business URL and get a quantified breakdown of exactly where AI can save you money — with the labor math shown, not generic advice.

Analyze My Business →

PDF report emailed to you · Benchmarked against 12 industries

Sample Output — 25-person services firm
Estimated Annual Savings Potential
$312K
across 6 identified automation opportunities
42
AI Readiness
71
Automation Opp.
28
Data Visibility
55
Revenue Accel.
49
Overall Maturity
Powered by Claude AIaudit.wexadvisory.com

Services

Two ways I can help your business

Both services are built around the same idea: give small and mid-market businesses access to tools and insights that used to be reserved for companies with much bigger budgets.

Competitive Analysis

Full intelligence report · Delivered as a PDF · Starting at $149

You tell me your business, your city, and who you're up against. I deliver a structured report that shows you exactly where you stand — and what to do about it. No fluff, no filler.

Competitor Deep-Dives

Traffic benchmarks, keyword gaps, review velocity, pricing, and online presence — all benchmarked against your own position.

Market Intelligence

Industry size, growth trajectory, and macro trends grounded in real data — so you know where the market is heading, not just where it's been.

Ranked Action Plan

3–5 specific, budget-calibrated actions you can take this quarter — tied to real gaps in your competitive position, not generic advice.

Workflow Automation

Custom scope · Priced per project · Contact me to start

Most small businesses have at least a few tasks that are eating up hours every week and could be handled automatically. I find those tasks, build the tools, and hand them off to you ready to run — no ongoing developer relationship needed.

Process Audit

I map out how your team currently spends its time and identify which tasks are the best candidates for automation — quick wins first.

AI Tool Setup

I implement the right tools for your situation — whether that's automated customer follow-ups, report generation, scheduling, or content workflows.

No Tech Team Required

Everything I build is designed for normal people to use and maintain. You don't need a developer on staff — that's the whole point.

How It Works

Simple process, clear deliverables

Competitive Analysis

01

Tell me about your business

Send me your company name, location, industry, and a few competitors you want analyzed. Takes under two minutes.

02

I run the analysis

I pull real traffic data, keyword rankings, review trends, and market dynamics across every competitor you've named.

03

Report in your inbox

A structured PDF with full competitor profiles, your competitive position score, and ranked action items — within 24 hours.

Workflow Automation

01

You describe the problem

Tell me what's taking too long or happening too inconsistently. No technical knowledge needed — just describe the pain in plain terms.

02

I map the solution

I identify what can realistically be automated and send you a plain-language proposal with a fixed price. You decide whether to proceed.

03

I build it and hand it off

I set everything up, test it, and walk you through how to run it. You don't need to touch a line of code.

Sample Report

See what's inside every report

Every engagement delivers a structured, print-ready PDF built to the same standard as top-tier consulting deliverables.

5
Competitor Profiles
/10
Position Score
Traffic Benchmarks
3–5
Immediate Actions
Market Size Est.
Industry Trends
Wex Advisory|Competitive Intelligence Report
CONFIDENTIAL
Competitive LandscapeSection 1
Market Sizing & GrowthSection 2
Gap AnalysisSection 3
Strategic RecommendationsSection 4

See the full format — download a sample report

↓ Download Sample Report (PDF)

11-page report · Competitive profiles, gap analysis & recommendations

Free · Instant

See exactly where AI saves your business money

Enter your website URL and get a quantified AI opportunity snapshot in 2–3 minutes. Real savings estimates with the math shown — not generic advice.

  • 5 AI maturity scores benchmarked against your industry
  • Top automation opportunities ranked by annual savings
  • Full labor math: hours × rate × automation ceiling
  • Implementation roadmap with specific tool recommendations
  • PDF report delivered to your inbox
Or book a free strategy call directly →

Free AI Opportunity Snapshot

2–3 minutes · No credit card · PDF delivered to your inbox

Analyze My Business →

Prefer to talk first?

Book a Free Strategy Call

30 min · No sales pressure

Recent Work

Competitive intelligence for a coworking operator

Multi-location operator across Chicago and Dallas-Fort Worth — needed a clear picture of where they stood against regional competitors before making resource allocation decisions.

Flexible Coworking

Suburban coworking chain

Chicago, IL · Dallas-Fort Worth, TX

5
Competitor profiles built
3
Local SEO gaps identified
5
Ranked action items delivered

What was delivered

  • Full competitor traffic and SEO benchmarks vs. 5 direct rivals
  • Google Business Profile health audit across all locations
  • Review velocity analysis — where competitors were pulling ahead
  • Prioritized action plan ranked by expected impact and cost

Pricing

Competitive Analysis

Flat-fee, no surprises. Every report is built to the same professional standard — whether you order once or every month.

$149one-time

A full competitive intelligence report delivered to your inbox within 24 hours.

  • 5 competitor deep-dives
  • Real traffic & keyword data
  • Market size estimate
  • Position score /10 vs. competitors
  • Budget-calibrated recommendations
  • Professional PDF download
Get Report — $149

✓ Real traffic data via DataForSEO · ✓ Delivered within 24 hours · ✓ Professional PDF format

Workflow Automation

Every engagement is scoped individually. I work on an hourly basis to build what you need, with an optional monthly subscription to maintain and continue using what's been built.

Step 1

Process Audit

I spend time understanding how your business actually operates — where time is lost, what's repetitive, and what tools you already have. You get a written report with prioritized automation opportunities and a rough cost estimate for each.

  • 1-hour discovery call
  • Written audit report
  • Ranked list of automation opportunities
  • Cost estimates for each
Get a Quote →

Step 2

Implementation

Once we've agreed on what to build, I handle everything — setup, testing, and handoff. You finish with a working system and a plain-language guide for running it yourself going forward.

  • Full build and configuration
  • Testing and quality check
  • Handoff documentation
  • 30-day support window
Start the Conversation →

Common automation projects

Customer follow-up sequences
Lead intake and CRM updates
Invoice and payment reminders
Scheduling and appointment flows
Social media content workflows
Weekly reporting and summaries

Not sure which service fits?

Send me a message with a quick description of your business and what's on your mind. I'll tell you straight whether I can help — and how.

Get in Touch →

About

Who's behind the analysis

Max Wexley

Founder

Max Wexley

New York City

I'm a finance analyst by day and a builder by night. I built Wex Advisory because competitive intelligence was either out of reach for small businesses — locked behind $10,000 retainers — or too shallow to be useful.

Every report I deliver is one I'd want to receive myself: specific, actionable, and grounded in real data — not guesswork. The goal is simple: give growing companies the same quality of insight that larger competitors take for granted.

Connect on LinkedIn →

FAQ

Common questions

Still have questions? Send me a message →

Get in Touch

Let's talk

Whether you're interested in a report, want to explore automation, or just have a question — reach out. I read every message personally and respond within 24 hours.

Prefer to talk directly?

Book a free strategy call ↗