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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

valuation action

One-On-One Preliminary consultation

Our senior analyst walks you through a data gathering meeting, helping you easily ID your data.

Fee Comparison

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.

3xEquity | The Authority on Advisor Transitions

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.

live oak bank sba