Curious about switching broker dealers?
Get your free and confidential offers.
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.
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:
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.
What’s On Your Mind?
Absolutely incredible. There is nothing out there like this.
3XEquity, hands down, built the best modeling tool in the industry. INCREDIBLE!
I can use it for evaluating possible practice acquisitions. Your program is professional…. and it offers more than most advisors can imagine!
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.