Making Your List, Checking It…

  • Making Your Wish List
  • Proper Due Diligence 
  • Exploring your Options


The holiday season is upon us, and we all know what that means… it’s time to shop! Stores are doing everything they can to entice you to stop in and find the hottest gadgets on their shelves. And with holiday shopping starting earlier and earlier every year, there’s more opportunity for people to find exactly what they want at the best price possible. 

Advisors have the same opportunity as holiday shoppers when it comes to finding exactly what they’re looking for. By working with leading transition specialist 3xEquity, you won’t have to spend your time running around or sleuthing out deals online. When you work with us, you’ll receive multiple offers from top regional and national broker-dealers in a matter of days—all while you stay 100% anonymous. Once the offers are in, we help guide you, as your own personal shopper, to identify exactly what it is you’re looking for. 

As with all shopping during this time of year, it’s smart to have a wish list on hand to help with the final decision. Your wish list should be comprised of all your must-haves and top needs from a potential new broker-dealer. From improved infrastructure and technology to better customer support to enhanced marketing programs and materials, now is the time to get it all down. 

After all, taking the time to think through your wish list will not only help you identify key areas of your business that could be improved but also help you know what exactly to look for when weighing your options. And don’t hold back; they call it a wish list for a reason and 3xEquity has the industry knowledge to help you find the new home that fulfills that list.


Once your list is complete, it’s time for some rigorous due diligence so you can be confident in the decision you make. Luckily, 3xEquity does all the heavy lifting. We provide you with the latest data and information on the firms you’re considering and serve as your sounding board, answering any questions that may arise. We also provide insight into negotiations, so no money is left on the table. 

And talk about an amazing deal; when you work with us, our services come at no cost to you and are covered by the broker-dealer that you will call your new home. So, there’s no reason you shouldn’t see what opportunities and avenues for growth are out there just waiting to greet you.   

Exploring your options for your next broker-dealer might be exactly what you need to find the best new home for you, your clients, and your career. With 3xEquity on your side, making a move has never been easier. So, let us do your shopping this holiday season and give yourself the gift that keeps on giving…  a great new home for your business. Fill out the form below to get started.  

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