Curious About Transitioning?

Curious About Transitioning Firms?

Get 2 High-Quality
Offers in 2 Days

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A Very Important Decision

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, and easier.


3xEquity keeps you and your practice completely anonymous.


Getting started is fast and easy and only requires a few minutes.


You sit in the driver's seat. You decide when to take the next step.


Get at least 2 customized offers from top broker dealers.

How Our FREE Service Works

1. Enter Practice Data

Share some basic information about your practice and we'll begin our search.

2. Receive Customized Offers

Our team leverages their experience and connections to secure your best offers.

3. Choose With Confidence

With multiple offers in-hand, make a truly informed decision and find your best fit.

Start building your profile

With complete confidentiality, use the interactive sliders below to define your practice metrics.


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!

Receive your confidential offers

Your confidential offers will be sent to you by email in 2 business days. These offers are from top Broker Dealers and will help you know what your practice is worth if you transition now. You will also receive information on how you may be able to sell your practice twice during the next 8-10 years.

Multiple Offers From Top Broker Dealers. 100% Anonymous.

Review offers and compare packages before talking with a Broker Dealer.

What People Are Saying About 3xEquity

Just thinking about transitioning?

Gain perspective with 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 Transition Comparison Report to learn how 3xEquity can improve your outcome.

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3xEquity Comparison Report Page Turn

We help financial advisors (FAs)
control the transition conversation and
maximize their practice valuation.

Enter your email to receive a sample Transition Comparison Report.