Tax & securities counsel for companies at $2M–$50M

One counsel to close the deal and mitigate the tax.

When the stakes are high, fragmented advice is a risk you can't afford.

Acquisitions, capital raises, and other major transactions demand more than great legal or tax advice in isolation. They require a coordinated strategy. We bring tax and securities expertise together under one roof, aligning the moving pieces of your transaction so you can make smarter decisions, protect more of what you've built, and execute with confidence.

  • CA · NY · NJ
    Attorney admitted in three states
  • CPAs
    On staff, alongside counsel
  • Reg A · Reg D
    Securities offerings for growing companies
  • Fractional
    General counsel and CFO guidance
Who you'll work with

Meet the attorney behind the plan.

Nik Agharkar founded Crowne Point to give business owners one advisor for the legal and the tax side of their biggest decisions.

Nik Agharkar, Esq.
Founder · Attorney
Nik Agharkar, founder of Crowne Point Tax & Wealth Counsel, in a pinstripe suit
“The difference in having one quarterback for both tax and legal is immeasurable.”
Tech Founder & CEO
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The work

What we handle, in plain terms.

01

Capital Markets

Reg A and Reg D offerings and underwriters counsel, so smaller companies can raise from investors the right way.

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02

Fractional GC & CFO

Ongoing legal and financial leadership on retainer, for companies that need a senior advisor in the room every month.

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03

Sale & Exit Structuring

Pre-sale planning, installment sales and deferred sales trusts, set up before the term sheet instead of after it.

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04

Trusts & Charitable Structures

Layered trusts and charitable LLCs for owners who are thinking past the transaction.

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Bring us the decision in front of you.

Tell us about your company, where it's headed and what's at stake. We'll review it and get back to you.

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