3xEquity

Get 2 High-quality
Offers in 2 Days

Transitioning from one Broker Dealer to another is one of the most important career decisions you face….and until now it’s been a hassle.

3XEquity makes transitioning safer, faster, easier and simpler.

Transitioning Completely Anonymous

Completely
Anonymous

Transitioning Fast and Easy

Fast and
Easy

Transitioning You're In Controll

You sit in the
driver's seat

Transitioning Customized Offers

Customized offers
to consider

In less time than it takes to drink a cup of coffee, you can be on your way to receive offers from multiple Broker-Dealer firms

Step 1: Start Building Your Profile

With complete confidentiality, use the interactive sliders below to define your practice’s metrics:

Fee
Income
Commission
Income
Insurance
Income

Step 2: Communicate Privately With 3xEquity

Your name will not be revealed to any Broker Dealer firm until you confirm that you want to discuss the terms of a specific offer.

Your identity remains 100% confidential. You control the conversation.

It’s that simple!

Have you received an offer from a broker dealer in the last 12 months?

Step 3:

Thinking about transitioning?

Gain perspective from 3XEquity’s Transition Comparison Report.

You’ll be impressed with the quality and quantity of information that can help you make a smarter, better-informed decision. Download our sample Comparison Report to learn how 3XEquity’s insight and tools can make the process:

3xEquity Comparison Report Page Turn
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Testimonials

“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
Consultant

“The site was neutral, nonthreatening, easy and very objective.”

Dan C
Financial Advisor

“So impressed. We have a lot to talk about, especially succession plans.”

Howard J
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

“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