3xEquity's Comprehensive Report combines your custom Financial Advisor Practice Valuation along with industry benchmarks.
Sign up with your name and email to get started with your custom comprehensive report.
Run 12 reports each calendar year with your Independent Growth Subscription.
Verify your practice data in this section to get a more accurate practice valuation.
Enter your practice data in this section to better compare your practice with the industry as reported by Moss Adams.
Enter your practice revenue data for the last 5 years in order to get a more accurate picture of the practice trends.
Enter your contact information in this section so we can calculate the tax implications more accurately and email you the customized Comprehensive Report.
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
“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
“I really like the Deal Structure section, I haven't seen anything like that before, very helpful.” Nick B, Financial Advisor
“I really like the Deal Structure section, I haven't seen anything like that before, very helpful.”
Nick B, Financial Advisor