The Authority on
Financial Advisor Transition
and Practice Valuation

Focused on Your Future

Curious about switching broker dealers?

Get your free and confidential offers.

Focused on Your Future

3xEquity’s Mission

Helping Advisors Transition

Founded by successful financial advisors with decades of industry experience, 3xEquity has made the process of buying, selling, or transitioning your practice a seamless process: safer, easier, and faster.

Understand

We help you understand the transition process. It is all about the fit — for you and your clients.

Plan

It's not about the money. It's about your future. We help you plan your transition.

Leverage

You can leverage our vast industry knowledge and experience to help identify the ideal fit.

Authority

We are the authority on Financial Advisor transition and practice valuation.

Thinking about switching firms?

Switching broker dealers or moving to an independent platform can be very lucrative. But it can be a time-consuming process. 3xEquity has experience working with all the top Broker-Dealers:

  • We know how they value your practice
  • We have a deep understanding of the deal terms they offer
  • Thousands of offers already delivered

Purchasing, merging, or selling a practice?

The certified valuation experts at 3xEquity can help you understand the true value of a practice. Find out what a practice is worth with our Comprehensive Valuation Report.

  • Maximize my practice in a sale
  • Know your value approaching a merger
  • Accurately value a practice you are looking to acquire

What’s On Your Mind?

Transition

How do I make a smooth transition?

Valuation

What is the value of my advisory practice?

Buy Practice

What price should I pay to buy this practice?

Deal Terms

What are the best terms for structuring a deal?

Testimonials

Absolutely incredible. There is nothing out there like this.

Pat K
Wirehouse Consultant

3XEquity, hands down, built the best modeling tool in the industry. INCREDIBLE!

Jeff M
Consultant

I can use it for evaluating possible practice acquisitions. Your program is professional…. and it offers more than most advisors can imagine!

Michael L
Independent Financial Advisor

On Course with the IronAdvisor

Insights From Jeff Crosby

Besides being a Barron’s Top Advisor since 2010, Jeff has also finished 20 Ironman Triathlon’s (2.4 mile swim, 112 mile bike and 26.2 mile run) and has qualified for and finished Hawaii’s World Championship on 6 occasions.