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Free Valuation Tool

Maximize Your Practice Value with Bear Market Shield

2020’s COVID-19 induced Bear Market has rattled clients and advisors alike. In light of the unsuspected volatility, CX Institutional is introducing our Bear Market Shield:

We will base your purchase price on the value of your firm currently, or as of year-end 2019 – whichever is higher*.

Interested in maximizing the value of your practice? Fill out our Free Valuation below!

*Bear Market Shield is available for practice purchase agreements signed before 12/31/2020.