Know To Grow
Partner Program: Certified Practice Valuations
Unlock Opportunities With A Certified Practice Valuation From Preferred Partner - 3xEquity
3xEquity is proud to be a preferred partner with Lincoln Financial, providing advisors with certified practice valuations that deepen their understanding of their current practice and highlight opportunities for future growth.
- Practice metrics
- Peer comparisons
- 5-year revenue trends
- Practice and per client profit margin
- 10-year practice value projection
- Tax implication breakdown
Exclusive Lincoln Financial Pricing
One-On-One Preliminary consultation
Our senior analyst walks you through a data gathering meeting, helping you easily ID your data.
Comprehensive
23-Page Report
Part history book, part guide post…it is likely our valuation will be the most comprehensive look at your business you’ve ever taken.
One-On-One Final Valuation review
Review entire analysis to help you understand where findings came from and how to make report actionable.
Learn more And Get Started
Monday through Friday, 9 a.m. to 5 p.m. PST
855.491.2910 I Email LFG Valuations Support
A Certified Valuation Opens Doors
to financing from Live Oak Bank and the SBA. Be sure to ask us to connect your valuation with possible financing options.
