The transaction is subject to shareholder approval, receipt of regulatory approvals and other customary closing conditions. It is expected to close prior to year-end 2019.
Founded in 2002, Financial Gravity provides strategic tax planning services to entrepreneurs and small-to-medium-sized businesses. The firm has 31 offices located in 16 states.
Presidential, founded in 1991, is a national financial advisory firm that primarily serves high-net-worth individuals in 49 offices nationwide.