Specialized compliance for regulated industries.
Trucking, government contracting, healthcare, and other industries with their own licenses, registrations, and rules. In these fields, generic financial advice can cost you more than it saves.
Your industry plays by its own rules.
A trucking MC number is not an LLC. A SAM.gov registration is not a vendor application. Licensed industries come with their own rules, their own filings, and their own way of getting paid. An advisor who doesn't know your industry can miss the setup that keeps you compliant and profitable.
We work in the industries below regularly, and we know them well enough to be useful. When something falls outside what we know, we'll say so plainly. Then we'll refer you to a specialist we trust instead of guessing.
Six industries we know from the inside.
Trucking & DOT authority
Our Road-Ready Launch walks new carriers through company setup, USDOT and MC authority, BOC-3, UCR, IRP and IFTA, insurance coordination, your compliance file, and connections for factoring, fuel cards, and dispatch. One client went from no authority to active authority, a second truck, and a first load in 52 days (one client's result, not a promise). See the full trucking page for every step.
Government contracting
SAM.gov registration (free to file), NAICS codes that match the work you do, UEI and CAGE codes, and help applying for small-business set-aside programs: 8(a), HUBZone, women-owned (WOSB), veteran-owned (VOSB), and service-disabled veteran-owned (SDVOSB). Plus a short, clear capability statement written for busy contracting officers.
Healthcare compliance
EINs for medical practices, National Provider Identifier (NPI) registration, CAQH profile setup, payer credentialing support, and the right entity structure for medical billing. Plus bookkeeping that traces every insurance payment back to the practice that earned it.
Real estate & construction
Holding company structures, series LLCs where the state allows them, mechanic's lien tracking, surety bond requirements, 1099 contractor paperwork, and a chart of accounts built around how construction jobs get paid. So if a payment dispute comes up, your books are ready to back you up.
Franchise operations
Multi-unit entity structures, a financial read of the franchise disclosure document (FDD), royalty and fee tracking, loans between your own units, and filings that satisfy your franchisor's audit rights without handing over more than you owe.
Cash-intensive businesses
Cannabis operators in legal states (medical and adult-use), laundromats, car washes, vending, and other cash-heavy businesses. We help you set up the banking, reporting, and compliance that many banks are wary of.
Who this is for.
This is right if you…
- Operate in an industry that has its own licensing or regulatory filings
- Need one team to line up the regulatory side with the tax and funding side
- Have hit walls with general advisors who don't know your industry
- Are starting fresh in a regulated industry and want it set up right the first time
- Care more about industry know-how than the cheapest hourly rate
This isn't right if you…
- Run a simple e-commerce or software business with no industry-specific regulation
- Aren't willing to walk us through how your business really runs
- Want the cheapest option, regardless of whether the advisor knows your industry
- Operate in an industry we don't cover and aren't open to a referral elsewhere
What this work has done for clients.
Regulated industries run on paperwork done right. Trucking authority, SAM.gov registration, and 8(a) applications all depend on a clean file. That same care is behind 500+ businesses formed over 14 years.
Real client stories, written up. From trucking authority to government-contracting registrations, you can read how the work went on the case studies page. Read the full case studies.