Case studies

The work, by the numbers.

Real client engagements, anonymized where appropriate. The numbers below are the outcomes we delivered within ninety days of enrollment. Every figure is verifiable against the underlying file.

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Selected engagements

Capital, compliance, and restructured operations.

Names and identifying details have been changed; the engagements, the work, and the outcomes are real.

Atlanta · Logistics · Enrolled Q1 2025
$625,000
In combined capital secured within 90 days of enrollment.

From denied equipment financing to a funded fleet expansion.

An owner-operator with a personal credit score in the 580s and a newly formed LLC came to us after two denied equipment loans. We restructured the entity, built out the business borrowing profile, cleaned up the personal side, and placed the funding across two lenders at favorable terms — all inside the ninety-day engagement.

Georgia · Government Contracting · Enrolled Q3 2025
$280,000
In first-year federal contract awards after SAM and 8(a) setup.

From incomplete SAM registration to a funded federal contract.

A veteran-owned services firm had let an incomplete SAM.gov registration sit untouched for nine months. We finished the registration, aligned the NAICS industry codes to what the firm actually does, prepared a real capability statement, and the firm landed its first set-aside contract inside a hundred and twenty days.

Atlanta · Professional Services · Enrolled Q2 2025
$42,000
In annual tax savings after S-Corp election and owner-compensation restructuring.

From a Schedule C mess to a clean S-Corp with quarterly planning.

A consulting firm operating as a sole proprietor was paying unnecessary self-employment tax on $240K of profit. We filed the S-Corp election, set a defensible salary for the owner, and built a quarterly tax-planning rhythm — locking in annual savings without changing the work itself.

Multi-state · Trucking Authority · Enrolled Q4 2025
52 days
From no authority to first loaded trip under active MC number.

A newly minted carrier, on the road inside two months.

A driver transitioning from a company fleet to his own truck came to us with the rig in hand and no operating authority. Motor carrier (MC) and USDOT numbers, UCR filings, fuel-tax (IFTA) registration, drug consortium enrollment, BOC-3 process agent, and the operating entity were all set up in parallel. First loaded trip dispatched on day fifty-two.

Atlanta · Multi-entity Operator · Enrolled Q1 2025
$1.2M
In credit lines established across a holding-company structure.

Three separate LLCs, one holding company, one consolidated funding plan.

A serial operator running three unrelated businesses came in with mixed-together finances and no real structure tying any of them to a funding plan. We re-papered the entities under a holding company, opened separate borrowing profiles for each business, and built a lender-ready package that opened credit lines across all three operating entities.

Georgia · Healthcare · Enrolled Q2 2023
Audit closed
IRS examination resolved with zero additional tax assessed.

A three-year IRS examination closed in the firm's favor.

A medical practice facing an IRS examination of three consecutive tax years brought us in mid-audit. We filed a power of attorney, reorganized the supporting documentation, negotiated with the examiner directly, and closed the case with no additional tax, penalty, or interest assessed.

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