3XEquity is the Authority on
Transitioning and Valuation.
3X Equity was established to help Advisors plan their future.
Whether you want to transition to another Broker Dealer or buy, sell, or finance a practice, we want to become your trusted partner.
What We Do
We help financial advisors (FA’s)
control the transition conversation and maximize their practice valuation.
1+
Instant Offers Delivered
$1B+
Volume
$1B+
AUM
Who We Are
Jeff Crosby
Founder & CEO
As a highly successful wealth advisor (Barron’s® Top Financial Advisor 2010 – 2016) with more than 22 years industry experience, Jeff started 3xEquity to solve a problem he had encountered himself: transitioning was a difficult and time-consuming process. This led him to develop a faster, simpler easier and safer (confidential) way to get multiple offers from broker dealers and help advisors make better-informed decisions. 3xEquity has been featured in magazines such as Financial Advisor and Financial Planning which highlighted the advisory business valuation services and the transition coaching of top advisors nationally. Jeff is a 20-time Ironman triathlete and a 6-time Hawaiian World Championship Ironman qualifier.
Chris Stacey
Chief Information Officer
Chris helped launch 3xEquity from its inception and has been directly involved in every aspect as CIO, including building the valuation methodologies and constructing the 3xEquity transition offer process. Chris has also been a financial advisor for over 20 years, which has given him invaluable experience and understanding of what it is like to walk in an advisor’s shoes. He graduated from University of Washington with a B.A. in Economics. Outside of the office, Chris’ favorite thing to do is spend time with his wife Pavy and their 3 children on the water in Lake Washington or south Puget Sound. Chris also enjoys cycling and has completed the Seattle to Portland (STP), a 200+ mile ride, 6 times as a single day rider.
Lisa Johnston
Senior Analyst
Lisa Johnston manages all candidate information and coordinates the broker dealer offers. Lisa provides a simple and confidential client experience process that financial advisors will trust. Lisa’s other core responsibility is to help financial advisors fully understand the most attractive “next step” options, whether it’s transitioning, selling or buying. Prior to 3xEquity, Lisa spent 20 years in marketing and sales roles in the healthcare/pharmaceutical/paper industries. She also coached executives on corporate etiquette and protocol. Lisa is a Washington State University graduate, now living in beautiful Idaho with her husband, three teens and Bernese mountain dog. She is passionate about running in the Boise foothills and being a high school head cross country coach.
How We Do It
For the first time ever, 3xEquity’s unique solution has disrupted the traditional model for transitioning. Now, you can go online to confidentially enter your practice information and then you will receive 2 offers in 2 days. Like Uber, Netflix and Paypal, we set out to change the way “things were done in the past.”
Over 500 Advisors have tried our innovative approach, choosing to eliminate Head Hunter recruiters from the process.
3xEquity delivers a smarter, faster, easier and simpler way to transition with better information, control and potentially more lucrative outcomes.
The Traditional Process
BD’s or head hunters control the process.
Potential risk others will find out.
Hard to know if you are getting the best offer.
The 3xEquity Process
You control the conversation. 3xEquity educates you what is out there.
100% anonymous and confidential. BD’s won’t know your name until you agree to meet with them to discuss their offer.
Get multiple offers right away and compare. Make the best decision for your career.
FAQ
Our Preferred Buyers Network was set up to provide qualified access to practice acquisition opportunities. To apply for membership, click here.