Most companies between $2M and $50M a year are run by owners who built them on a bookkeeper down the street and an accountant they see once a year. At some point the business needs more: tax planning, a finance leader, a lawyer who knows the contracts, maybe a capital raise or a sale.
Crowne Point Advisory exists so those owners don’t have to assemble five separate advisors who never talk to each other. You come in through one door, answer a few questions, and get matched with the right service, with legal and tax working together behind it.
Nik Agharkar, Esq.
Nik Agharkar founded Crowne Point Tax & Wealth Counsel to give business owners one advisor for both the legal and the tax side of their biggest decisions. His practice covers capital markets, including Reg A and Reg D offerings and underwriters counsel, fractional general counsel and CFO guidance, sale and exit structuring, and trusts and charitable structures.
Give growing companies the advisors big companies have, at a size and price that fits.
The parts of the work that can be systematized, such as bookkeeping, reporting, document management and much of tax preparation, are run efficiently, so senior attention goes where it matters: planning, structure, and the decisions that change what an owner keeps.
How the referral model works
Crowne Point Advisory is an intake and referral service. It is not a law firm or an accounting firm. When you complete the assessment, your answers are reviewed and you’re referred to the professional who fits, including The Law Offices of Nik Agharkar for legal matters. Each professional is responsible for the services they provide, and any engagement is put in writing directly with them.
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