For owners who've outgrown advice that only shows up at tax time.
If your company does $2 million to $50 million a year, you're making decisions that move real money: how the business is structured, how you pay yourself, whether to raise, when to sell.
Those decisions are part legal and part tax. We handle both, with an attorney leading and CPAs on staff, so you get one plan instead of three opinions.
Tax planning that's part of running the business.
Tax planning for a business owner isn't a year-end exercise. The biggest savings come from how the company is set up and how decisions are made during the year, long before a return is filed.
- Entity choice and structure across operating and holding companies
- Owner compensation and how profits come out of the business
- Planning around large purchases, expansions and new ventures
- Coordination with your accountant on implementation
Reorganization and cleanup.
Companies that grew quickly often carry a structure built for an earlier stage. We untangle it: consolidating or separating entities, clarifying ownership and putting the governance documents in order, so the company is ready for investors, lenders or a buyer.
Counsel every month.
Many owners at this stage need a senior advisor in the room every month. Our fractional general counsel retainer covers the ongoing legal work and the CFO-level questions, so issues get handled before they become problems.
Planning the exit early.
Most of what decides how much you keep when you sell is settled before the term sheet. Pre-sale structuring, installment sales and deferred sales trusts all have to be in place before a binding agreement is signed.
The work owners come to us for.
“The difference in having one quarterback for both tax and legal is immeasurable.”
Business Owners: common questions
How is this different from what my accountant does?
Your accountant prepares returns and keeps the books. We focus on the legal structure and the decisions that create the tax result, like entities, agreements, reorganizations and exits, and work with your accountant on implementation.
What size companies do you work with?
Mostly owner-led companies doing roughly $2 million to $50 million a year in revenue, plus founders preparing to raise capital or go public.
Is Nik a CPA?
No. Nik Agharkar is an attorney admitted in California, New York and New Jersey. The firm has CPAs on staff, so tax and legal work come from the same team.
Bring us the decision in front of you.
Tell us about the company, where it's headed and what's at stake. We'll review it and get back to you.