3xEquity

Independent Advisor Solutions

Online practice management, evaluation, and deal terms solutions help you plan the future of your practice. Free sign up to preview 3xEquity's solution suite.

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Instant Offer

Receive 2 offers in 2 days without revealing your identity and learn how to get paid twice.

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Practice Valuation Optimizer

Adjust 6 variables to customize your practice valuation instantly. See your projected practice value in 3 years and 5 years.

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Deal Terms Tool

Get an instant estimate of the terms of an acquisition. Adjust percentages of amount down, financed, and earned out. Customize the length of the note carried, interest rate, and more.

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Partner Solutions

Access partner solutions for financing finding financial service practices for sale.

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Valuation Report

Learn the market value of your practice, or a practice you may acquire, based on industry deals with our in-depth analysis.

3xEquity CVA Valuation Credential Ask us about our CVA certified valuations
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Benchmark Report

Compare the performance of your practice, or a practice you may acquire, to industry benchmarking metrics. Includes tips to run a more efficient practice.

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Comprehensive Report

Compare the performance of your practice and learn its market value in one complete report. This report includes both the Valuation Report and the Benchmark Report.

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Report History

Find all your 3xEquity reports in one place. Track your progress and stay organized by accessing past reports from anywhere, at any time.

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