Right now hundreds of financial advisors are asking themselves

Is now the right time to move BDs or sell?

The answer is just a click away

Transitioning Receive the 2 best offers
Practice Valuation Should I sell my practice?
Independent Advisor Services Leading suite of services
Wirehouse Advisor Services Leading suite of services


2 offers, in 2 days and possibly paid twice. In minutes you can request the two best offers from the top BDs or a pre–qualified buyer, all while remaining anonymous.

Preferred Buyers Network

Get prequalified by 3xEquity and become a member of our Preferred Buyers Network. Apply to gain access to exclusive opportunities that match a seller's goals with your goals — at no cost.

Seller Services

The expertise you need for the most important transaction of your career. 3xEquity’s Certified Valuation Analyst (CVA) certified experts can help you navigate the process of selling your practice, avoiding the pitfalls and ensuring the maximum value for your practice.

Transition Services

Helping advisors navigate the opportunities (and challenges), 3xEquity offers a full line of practice transition services for Financial Advisors.

Comprehensive Report

3xEquity is the online leader in providing timely, certified, and the most affordable practice valuations in the industry. Our Comprehensive Report also benchmarks your practice with the Financial Advisor industry.


“First let me say this is our first time buying a book and we were very impressed with the thoroughness of the valuation and all the questions it answered for us in doing our transaction. It is a fantastic report that is very well done.”

Robert Artim, Advisor


Financial Planning Transition Help
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SRG collaboration
SRG collaboration