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 revealed crystal clear to me reasons to be excited and frightened about my practice.” Craig N, Independent Financial Advisor
“3XEquity revealed crystal clear to me reasons to be excited and frightened about my practice.”
Craig N, Independent Financial Advisor
“In the 25 years I've been in the industry this is the most powerful practice management tool I've ever seen.” Bill W, Senior Leadership
“In the 25 years I've been in the industry this is the most powerful practice management tool I've ever seen.”
Bill W, Senior Leadership