3xEquity

Preferred Buyers Network

3xEquity offers a matchmaking service for both buyers and sellers. At 3xEquity, it is very important to us to be selective in who qualifies for our Preferred Buyers Network.

Provide the information below to help us better understand your practice, goals, and type of pracitce you would like to acquire. We will then reach out to you to help create an opportunity that is in the best interest of both parties.

3xEquity Buyers Network

1  Buyer Profile

Please use the interactive sliders to tell us about your practice.

Provide break out data and valuation history Next Step Enter breakout data & valuation history

2  Practice Breakout and Valuations

Please tell us about your practice financials.

Fee Income
Commission Income
Managed Money
Annuities/
Insurance
Financial Planning
Provide Personal Details Next Step Provide Personal Details

3  Personal Information

 

SUBMIT
3xEquity CVA Valuation Credential

3xEquity proudly holds the CVA®
business valuation credential

“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!”

Steven M, Mortgage Planner

“Very impressed with the site.”

Jeff S, President Alternative Investment Firm

Preferred Buyers Network

At 3xEquity, and in partnership with our sellers, it is important that we are very selective who qualifies for our Preferred Buyers Network. By better understanding your goals, practice and the type of practice you are looking at acquiring, we can match–make you with the right seller and create an opportunity for both parties for optimal success.

Financial Advisor Reports