Financial Gravity - M&A Summary and Business Overview

Business ServicesCompany

Financial Gravity M&A Summary

Financial Gravity has acquired 1 company, including 1 in the last 5 years.

Financial Gravity has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Financial Gravity Business Overview

Where is Financial Gravity headquartered?

Financial Gravity is headquartered in Lakeway, Texas.

What is Financial Gravity’s revenue?

Financial Gravity disclosed revenue of 6M USD for 2022 and 7M USD for 2021.

How many employees does Financial Gravity have?

Financial Gravity has 27 employees.

What sector is Financial Gravity in?

Financial Gravity is a business services company.

When was Financial Gravity founded?

Financial Gravity was founded in 2005.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Financial Gravity

Financial Gravity Companies, Inc.

2501 Ranch Rd 620 S, Ste 110,
Lakeway, Texas 78734
United States,
(800) 588-3893
www.financialgravity.com

Financial Gravity provides strategic tax planning services that help entrepreneurs and small to medium-sized business owners lower their personal taxes, increase their profits, and attain greater wealth. Financial Gravity was incorporated in 2005 and is headquartered in Lakeway, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - 1 - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Forta Financial Group, Inc. 2020-05-21 - Add-on Acquisition
Greenwood Village, Colorado · www.fortafinancialgroup.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Colorado 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Revenue

6   15% 2022
7   75% 2021
4   0% 2020
4   0% 2019
4   0% 2018
4   34% 2017
3   2016
(millions of USD) Show More Show Less

Employees

27

Established

2005

Public

FGCO

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