3xEquity

Comparison Tool

The first real-time tool to show you what top firms will offer you to transition your practice. Sign up with your name and email to personalize the practice metrics.

Financial Advisor Reports for Desktop
Ameriprise Financial
Merrill Lynch
Morgan Stanley
UBS
Wells Fargo
Your Independent Practice
$5.5M-4.5M
Transition Package Range
$2.5M-1.5M
Transition Package Range
$1.5M-0.5M
Transition Package Range
$3.5M-2.5M
Transition Package Range
$4.5M-3.5M
Transition Package Range
$0.5M-0.1M
Transition Package Range
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3xEquity CVA Valuation Credential

3xEquity proudly holds the CVA®
business valuation credential