Benchmark Report

Learn how your practice compares to industry benchmarks. Sign up with your name and email to personalize your custom benchmark report.

SEND SAMPLE REPORT

Please enter your email address. It is required. Please enter your email address. The email address is invalid. A sample report has been sent to your email.

1 Your Practice Metrics

+Edit

Verify your practice data in this section to get a more accurate practice valuation.

Revenue

Recurring Revenue

Active Clients

Net Asset Flow

Average Rate of Return

0-59 60-69 70-79 80+

Client Age Distribution

Provide Data for Peer Comparison Next StepProvide Data for Peer Comparison

2 Your Data for Peer Comparison

+Edit

Enter your practice data in this section to better compare your practice with the industry as reported by Moss Adams.

Assets Under Management

Assets Acquired in 2024

Expenses

New Clients in 2024

Years in Service

Years Until Retirement

Customize Practice Trends Next StepCustomize Practice Trends

3 Your Practice Trends

+Edit

Enter your practice revenue data for the last 5 years in order to get a more accurate picture of the practice trends.

Revenue

Provide Your Contact Info Next StepProvide Your Contact Info

4 Your Contact Info

+Edit

Enter your contact information in this section so we can calculate the tax implications more accurately and email you the customized Benchmark Report.

Full Name * Please enter your name. It is required for the Benchmark Report.

Business Name * Please enter your business name. It is required for the Benchmark Report.

Address Please enter your address. It is required for the Benchmark Report.

City Please enter your city. It is required for the Benchmark Report.

Email *

Phone # * Please enter your phone number. It is required for the Benchmark Report.

State * Please select your state. It is required for the Benchmark Report.

Zip Code Please enter your zip code. It is required for the Benchmark Report.

Order Your Report

Find out the real value of your advisory practice
Analyze deal terms and determine which deal type is the best for you
Knowledge is power. Make the right tax decision
Potentially earn hundreds of thousands more
Practice Trends
Practice Valuation/Equity Tracking
Three and Five Year Equity Projections
Tax Treatment Analysis
Benchmark Comparison to Industry Averages

Get Your Benchmark Report

Back to solutions

3xEquity proudly holds the CVA®
business valuation credential

“3XEquity, hands down, built the best modeling tool in the industry. INCREDIBLE!”

Jeff M, Consultant

“3XEquity revealed crystal clear to me reasons to be excited and frightened about my practice.”

Craig N, Independent Financial Advisor