The Perfect 1-2 Punch

Shaq and Kobe. Scherzer and DeGrom. Brady and Gronkowski. What do these duos have in common? They’re some of the most dominant 1-2 punches in the history of sports. Iconic players are often thought of as a twosome because of the success they achieved when playing together, the success that may not have come as easily if one didn’t have the other. Having that perfect 1-2 punch that can be the difference between achieving great success, having an average career, or falling short.  

Finding the right 1-2 punch can be easier said than done in most cases. It takes the right chemistry and the right timing for it to be the most effective. But luckily for advisors that are looking to achieve new levels of success, accomplish lofty goals, and fulfill their ambitions, 3xEquity has the perfect 1-2 punch.

It all starts with getting a business valuation. The 3xEquity Certified Business Valuation is the first component of our perfect 1-2 punch. While many business owners will avoid getting a business valuation due to the misconception of the process being intrusive, time-insensitive, and expensive, it’s one of the best things that you can do for your business. Why? It allows you to level set and get an objective opinion on the value of your business and see how you stack against others, as well as identify areas of needed improvement that, once addressed, will increase your business’ potential worth. 

So, what do you do after getting a more accurate, realistic picture of your business and its worth? That’s where the second part of our perfect 1-2 punch comes in — we start securing offers. As an industry-leading Transition Specialist, 3xEquity can help you secure multiple offers from leading national, regional, and local broker-dealers in as little as two business days. And it comes at no cost to you. Helping you find a new, better home for your business is a service that is covered by the group that you ultimately decided to transition to. 

You’ve got the recipe for a great 1-2 punch, so now it’s time to swing for the fences. With your valuation in hand and our team of experts securing the best offers out there that also align with your unique needs, you can be sure of two things: you will receive the support and guidance you need to make a successful transition and you will get a great deal without the fear of leaving money on the table. 

Using 3xEquity’s perfect 1-2 punch of getting a business valuation and then securing offers is the perfect way to reach new levels of success. We will help make sure that the new home for your business is exactly what you want and need to be successful. Take the first step of the 1-2 punch now. Fill out the form below to get a brighter future started. A new and better home for your business is just a click away.

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It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.

There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.

The real question is: Which model makes the most sense for your business goals and lifestyle?

To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.

Get Your Offers in Hand

Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.

Want the full breakdown? Check out our blog post: How We Get Paid

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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.