Focused on Your Future
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, faster, simpler.
We understand the transition process. It is all about the fit -- for you and your clients.
It’s not about the money. It’s about your future.
You can leverage our vast industry knowledge and experience to help identify the ideal fit.
We are the authority on FA transition and practice valuation.
Moving to an independent platform can be very lucrative as the advisor then owns the equity in the practice and has control over the expenses and P&L. But it can be a time-consuming process. 3xEquity has experience working with all the top Broker-Dealers:
Find out what it is worth with our Comprehensive Report.
Turn to an industry authority on practice valuation. 3xEquity can make your decision-making:
“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!”