The Authority on Financial Advisor Transition and Practice Valuation

Focused on Your Future

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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, faster, simpler.

3xEquity Advisor Transition Mission

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.

3xEquity Transition Your Practice

Thinking About Transitioning Your Practice?

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:

  • We know how they value your practice.
  • We have a deep understanding of the deal terms they offer.
  • We are the authority on transitioning because we have analyzed hundreds of deals for financial advisors.
Transition my practice
3xEquity Purchase or Sell a Practice

Thinking about purchasing or selling a practice?

Find out what it is worth with our Comprehensive Report.

Turn to an industry authority on practice valuation. 3xEquity can make your decision-making:

  • Simpler
  • Easier
  • Faster
  • Safer — completely confidential
Get My Practice Valuation


“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

“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

3xEquity Blog

Insights From Jeff Crosby,
the “IronAdvisor”

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.