How does Your
"Cost of Business" Compare?

You rely on your broker dealer to backstop much of your operation, but do you know how much that support really costs?  Are you aware of all of the fees you are paying? Are there fees hidden in plain sight behind confusing terms?  

Could you be earning more (and potentially receiving more support) from another broker dealer?

Our “Fee Comparison Report” can help answer these questions and more.  Best of all, this service is free.  

Ready to start?

 

Fee comparison
Find out how the fees you are paying compare.
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Our valuations add value to your operations

23 Pages With the power to Change Your practice

Part history book, part guide post…it is likely our valuation will be the most comprehensive look at your business you’ve ever taken.

In terms of your future, your timing couldn’t be better. Get started today and begin reaping the benefits of the insights we uncover as early as next week.

Plus, a certified valuation opens the doors to financing from Live Oak Bank and the SBA.  Be sure to ask us to connect your valuation with possible financing options.

Certified Practice Valuation

$ 999.00 / valuation
  • Practice metrics
  • Peer comparisons
  • 5-year revenue trends
  • Practice profit margin
  • 10-year practice value projection
  • Tax implication breakdown
  • Deal terms breakdown
  • Profit per client
Frequently Asked Questions

Our certified valuations are equal to (and in many cases) better than others you may be familiar with.  As advisors ourselves, our goal was to create an opportunity to incorporate a valuation more often - think of them like yearly physicals.  We know price can be a barrier to that so we’ve priced our valuations in such a way that you can easily bake one into your budget each or every other year. 

Once we've been provided all of the necessary information our valuations usually take 3-5 business days.  Expediting a valuation is possible, please contact us to discuss your specific needs.

In addition to providing a comprehensive view of where your practice is at right now, as well as projections and plans for the next 5-years, we are credentialed to provide valuations that are accepted by banks (including Live Oak Bank) and the SBA for financing, as well as being trusted documentation for M&A and succession planning.

Yes.  We have extensive experience in guiding advisors through the challenges of selling a practice (and ensuring you receive the maximum value). To begin, send an email here with your contact information.

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

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