Moorestown, NJ – May 21, 2026 – Elite Consulting Partners announced today the acquisition of 3xEquity, a leading valuation and advisory platform serving financial advisors, RIAs, broker-dealers, and wealth management firms nationwide.
The acquisition significantly expands Elite’s capabilities in valuation analysis, succession planning, enterprise growth strategy, and M&A advisory support as the wealth management industry continues to evolve through consolidation, recruiting competition, and increasing succession activity.
Founded more than 15 years ago by Jeffrey Crosby, founder of one of Ameriprise Financials’ most successful advisory practices in the Pacific Northwest. 3xEquity has become widely recognized throughout the financial services industry for its accredited valuation platform, valuation methodologies, advisor education resources, and transaction analysis support.
Built specifically for wealth management firms and financial advisors, the platform helps advisors and enterprises better understand enterprise value, acquisition opportunities, succession planning, transaction readiness, and long-term growth strategy. 3xEquity’s valuation tools and analysis are utilized by advisors, firms, and institutions across the country, including several widely recognized financial institutions and industry organizations.
“Enterprise value has become one of the most important strategic conversations happening inside advisory firms today,” said Frank LaRosa, CEO of Elite Consulting Partners. “By bringing 3xEquity into the Elite ecosystem, we’re expanding our ability to help firms navigate growth, acquisitions, succession planning, recruiting, and long-term scalability with better data, better tools, and deeper strategic support.”
As part of the acquisition, 3xEquity will continue operating as a standalone business under the 3xEquity brand, now supported by the reach, infrastructure, and growth platform of Elite Consulting Partners.
“For more than 15 years, our mission at 3xEquity has been helping advisors better understand and maximize the value of the businesses they’ve built,” said Jeffrey Crosby, founder of 3xEquity. “Partnering with Elite creates an opportunity to expand that impact across the industry and continue delivering meaningful valuation, succession, and growth resources to advisors and firms nationwide.”
Elite Consulting Partners plans to expand 3xEquity’s offerings through additional valuation services, enterprise subscription models, licensing opportunities, advisor education initiatives, and enhanced M&A and succession planning support for firms nationwide.
The acquisition also creates new opportunities for advisory firms, enterprises, and institutions seeking scalable valuation resources and strategic planning tools to support advisor growth, retention, recruiting, acquisition analysis, and continuity planning initiatives.
About Elite Consulting Partners
Elite Consulting Partners is a leading consulting and business development firm serving financial advisors, RIAs, broker-dealers, and wealth management firms nationwide. The firm provides strategic consulting, recruiting support, transition services, growth consulting, and enterprise solutions designed to help advisors and firms scale with confidence. For more information on Elite Consulting Partners, visit our website at www.eliteconsultingpartners.com.
About 3xEquity
3xEquity is a valuation and advisory platform specializing in accredited valuation analysis, succession planning, enterprise benchmarking, and M&A support for financial advisors and wealth management firms. For more than 15 years, the firm has provided valuation tools, analysis, and strategic resources used by advisors, firms, and institutions across the financial services industry. For more information about 3xEquity, visit the website at www.3xequity.com.
