3xEquity

Testimonials

What our clients are saying about us.

3xEquity CVA Valuation Credential Ask us about our CVA certified valuations
Financial Advisor Reports for Mobile
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“3XEquity, hands down, built the best modeling tool in the industry. INCREDIBLE!” - Jeff M, Consultant

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“3XEquity revealed crystal clear to me reasons to be excited and frightened about my practice. Increasing client age and out flow is huge.” - Craig N, Independent Financial Advisor

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“3xEquity is a great website for financial advisors to learn about the value of their planning practice, and what they need to do in order to sell, buy or finance their business! I work with advisors on a regular basis, and this site is truly a great tool for them.” - Steven M, Mortgage Planner

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“In the 25 years I've been in the industry this is the most powerful practice management tool I've ever seen.” - Bill W, Senior Leadership

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“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

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“So impressed. We have a lot to talk about, especially succession plans.” - Howard J, Independent Financial Advisor

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“Very impressed with the site. To a financial advisor this would be tremendously valuable.” - Jeff S, President Alternative Investment Firm

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“I used the practice inputs that determine the practice value which were very cool, an instant practice valuation. I also was impressed with the 3 purchase scenarios and the detail of each one.” - Dan C, Financial Advisor

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“The site was neutral, nonthreatening, easy and very objective.” - Dan C, Financial Advisor

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“You have created an easy to use practice valuation website that quickly values a practice based on key imputs and educates the selling advisor on selling scenarios. Without any interferance or pressure, an advisor can determine the deal structure that is right for him or her and then begin a conversation with the buyer.” - Dan C, Financial Advisor

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“I really like the Deal Structure section, I haven't seen anything like that before, very helpful.” - Nick B, Financial Advisor

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“Absolutely incredible. There is nothing out there like this.” - Pat K, Wirehouse Consultant

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“If I only had this tool 2 years ago! Wow!” - Paul N, Wirehouse Consultant