Comprehensive Report

3xEquity's Comprehensive Report combines your custom Financial Advisor Practice Valuation along with industry benchmarks.

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1 Your Practice Metrics

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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

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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

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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

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

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

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

Email *

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

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

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

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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
Deal Terms Analysis
Tax Treatment Analysis
Benchmark Comparison to Industry Averages

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“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

“So impressed. We have a lot to talk about, especially succession plans.”

Howard J, Independent Financial Advisor