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There’s an old saying: the best time to start something was two weeks ago. The second best time is right now.

If you’ve been thinking about switching firms in 2026, that advice couldn’t be more relevant. The difference between a smooth, profitable transition and a stressful one often comes down to timing and preparation.

A move isn’t just about a new logo on the door, it’s about setting yourself, your clients, and your business up for long-term success.

We’re now less than 90 days away from 2026, and while it’s still possible to complete a move before year-end, many advisors are already thinking ahead, planning how to position themselves for a more strategic, well-timed transition in the new year. Getting a head start allows you to explore options, review offers, and move at a pace that protects both your clients and your bottom line.

At 3xEquity, we’ve helped over 1,000 advisors understand their options and opportunities to find a better fit. Through that experience, we’ve seen what separates the top transitions from the rest. Here are the key steps to take now so you’re ready when opportunity calls next year.

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