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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

practice-valuation

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Legend
Jeff Crosby Took the Long Way Around - and Built a Business for Better Exits
Founder · Advisor · Executive

Jeff Crosby Took the Long Way Around - and Built a Business for Better Exits

A wrong turn added ten miles to his Ironman. A harder problem - how advisors value, move, and eventually leave a practice - became the company he spent years building.

jeff-crosby · 3xequityRead →
Company
3xEquity Turned the Recruiter Cold-Call Into a Silent Auction for Advisors
Fintech · Saas · Enterprise

3xEquity Turned the Recruiter Cold-Call Into a Silent Auction for Advisors

The Kirkland firm gets financial advisors competing offers from 200-plus broker-dealers in a few days - anonymously, and without paying a dime. In May 2026, Elite Consulting Partners bought it.

financial-advisors · practice-valuationRead →