Most advisors treat a valuation like a “someday” document, something you pull out when you’re ready to sell or hand off the practice.
That’s not what it is.
A valuation is a measurement tool. It’s how you put a stake in the ground, track progress, and make sure the changes you’re investing in are actually improving the business.
A valuation isn’t a retirement document. It’s a baseline. If you’re making changes in staffing, pricing, service, tech, or growth strategy, you should be able to prove what’s working.
And if you’re going to measure it, you should know what you’re getting, and what you’re paying for.
3xEquity vs. typical valuation providers
A lot of valuation providers will give you a number and a report. Some will give you a call, but it’s often a quick walkthrough, not a real working session.
We built our valuation differently, because we think more advisors should be using valuations like yearly physicals, not one-time events. That meant two things: make it more actionable, and make it more accessible.
1) The consultation: included, and it’s with a senior analyst
With 3xEquity, your valuation includes a complimentary one-on-one consultation with a senior analyst. Not a coordinator, not a junior staffer, not a generic “review call.”
This is where the report becomes useful. We walk you through what matters, what’s driving value in your practice, where the gaps are, and what changes are likely to move the needle. You leave with clarity and next steps, not just a PDF.
2) Our price for you: typically $500+ less
Our valuation is typically $500+ less expensive than what advisors see elsewhere.
That’s not because it’s lighter. It’s because we built an efficient process on purpose. We believe every advisor should have a powerful document like a valuation report, and we’ve developed efficiency in our process that allows us to produce an incredibly comprehensive 23-page report without the big price tag.
3) The deliverable: a comprehensive 23-page report
3xEquity provides a 23-page certified valuation report designed to be practical, not academic.
It’s built to show more than “here’s the number.” It’s built to show you what’s strong, where the gaps are, and what to focus on first.
The metric most advisors ignore: profit per client
Profit per client is one of the fastest ways to spot whether growth is actually profitable. It influences hiring decisions, segmentation, and ultimately what a buyer or partner would pay.
Why this matters right now
Even if you’re not selling, valuations are how you stay ready for opportunities, partner conversations, or surprises, without scrambling.
A certified valuation can also support financing conversations, including SBA financing and banks that operate in this space, including Live Oak Bank.
Next step
If you want a 23-page certified valuation report plus a complimentary one-on-one consultation with a senior analyst, click here to get started. We’ll walk you through the process, what we need, and how to get the most value out of the findings.
That’s real power. You have it. Let us help you wield it. Get started now.
