For owners of $2M–$50M companies
You’ve outgrown your bookkeeper. Here’s who comes next.
Crowne Point Advisory is one front door to tax, accounting, CFO, legal, capital and exit advice. Bring us the decision in front of you, and get matched to the right advisor before the first call.
No cost to apply. Your answers go to one advisory team, not a list.
Where owners land
The kitchen-table setup stops working around $2M.
What got the company here was a bookkeeper down the street and an accountant you see in April. Past a few million in revenue, the stakes change.
- Last year’s tax bill was bigger than anyone warned you it would be.
- Your CPA files the return but never calls with a plan.
- Contracts are templates, or handshakes.
- Nobody is forecasting cash, so decisions get made from the bank balance.
- A buyer or investor has come asking, and you’re not sure you’re ready.
One application. The right advisor. One call.
Apply in a minute
What you’re working on, your revenue and the decision in front of you. Then a few more questions about your structure and advisors.
Get matched
Your answers point to the service that fits, whether that’s accounting, a CFO, counsel, a capital raise, an exit or a trust plan.
Go straight to your plan
Because the background is already covered, your first call is about what to do, not who you are.
The practice
Everything a growing company needs past the bookkeeper.
- I
Tax Planning & Accounting
Most owners start hereMonthly books, year-round tax planning, and business and owner returns, handled by one team. For owners who’d rather have it handled than find out what they owe in April.
- II
Fractional CFO
Forecasts, cash management and lender-ready numbers, on retainer.
- III
Fractional General Counsel
An outside legal department that knows your contracts.
- IV
Capital Raising & Going Public
SPVs and Reg D private placements, Reg A offerings, and the path to a listing.
- V
Sale & Exit Planning
Structure the sale before the term sheet, while the options are open.
- VI
Trusts & Charitable Planning
Layered trusts and charitable structures for owners thinking past the deal.
Legal and tax on the same side of the table.
Advice comes through Crowne Point Tax & Wealth Counsel, founded by attorney Nik Agharkar to give business owners one advisor for both the legal and the tax side of their biggest decisions.
Before you start.
What is Crowne Point Advisory?
Crowne Point Advisory is a single front door for owners of companies doing $2M to $50M a year who need more than a bookkeeper. You complete a short application, and you’re matched to the right service: tax planning and accounting, a fractional CFO, fractional general counsel, capital raising, sale and exit planning, or trust and charitable planning.
Who is Crowne Point Advisory for?
Owners of private companies with roughly $2 million to $50 million in annual revenue whose business has outgrown a part-time bookkeeper, a once-a-year tax preparer, or a lawyer they call only when something breaks.
How does the assessment work?
It starts with a one-minute application: what you’re working on, your revenue, and the decision in front of you. Then about three minutes of questions on your structure, your books and advisors today, and what’s ahead in the next 12 months. Your answers decide which advisor you’re matched with, so the first call opens with a plan rather than background questions.
Is Crowne Point Advisory a law firm or a CPA firm?
No. Crowne Point Advisory handles intake and matching. Legal, tax and accounting services are provided by independent professionals, including The Law Offices of Nik Agharkar (Crowne Point Tax & Wealth Counsel), which has CPAs on staff alongside counsel.
Bring us the decision in front of you.
A one-minute application, then a few questions about your structure, books and advisors. The first call opens with a plan instead of an interview.
Start your assessment