3xEquity's Comprehensive Report combines your custom Financial Advisor Practice Valuation along with industry benchmarks.
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Run 12 reports each calendar year with your Independent Growth Subscription.
Verify your practice data in this section to get a more accurate practice valuation.
Enter your practice data in this section to better compare your practice with the industry as reported by Moss Adams.
Enter your practice revenue data for the last 5 years in order to get a more accurate picture of the practice trends.
Enter your contact information in this section so we can calculate the tax implications more accurately and email you the customized Comprehensive Report.
3xEquity proudly holds the CVA® business valuation credential
“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
“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
“So impressed. We have a lot to talk about, especially succession plans.” Howard J, Independent Financial Advisor
“So impressed. We have a lot to talk about, especially succession plans.”
Howard J, Independent Financial Advisor