Specialized compliance for regulated industries.
Trucking, government contracting, healthcare, and other industries with their own licensing, registrations, and rules — where generic financial advice often costs more than it saves.
Generic advisors can't work in your world.
A trucking MC number is not an LLC. A government SAM registration is not a vendor application. Industries with their own licensing have their own rules, their own filings, and their own way of making money — and a financial advisor who doesn't actually work in your industry will miss the structure that keeps your business legal and profitable.
We work in the industries below every day, and we know them well enough to be useful. When something comes up that's outside our wheelhouse, we'll tell you plainly — and refer you to a specialist we trust rather than try to figure it out on the fly.
Six industries we work in every day.
Trucking & DOT authority
We help you get your motor carrier (MC) and USDOT numbers, UCR filings, fuel-tax (IFTA) registration, drug-and-alcohol consortium enrollment, electronic logging compliance, and BOC-3 process agent setup — everything you need to go from no authority to a loaded truck on the road in under sixty days.
Government contracting
SAM.gov registration, NAICS industry codes that match what you actually do, UEI and CAGE codes, and set-aside certifications for small-business programs — 8(a), HUBZone, women-owned (WOSB), veteran-owned (VOSB), and service-disabled veteran-owned (SDVOSB) — plus a capability statement that contracting officers actually read.
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 the bookkeeping that keeps insurance reimbursements traceable back to the practice that earned them.
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 projects actually get paid — so when a payment dispute happens, your books back you up.
Franchise operations
Multi-unit entity structures, franchise disclosure document review, royalty and fee tracking, lending between your own units, and tax filings that meet your franchisor's audit rights without giving up more than you actually owe them.
Cash-intensive businesses
Cannabis operators in legal states (both medical and adult-use), laundromats, car washes, vending businesses, and other cash-heavy industries — we help you set up the banking, the reporting, and the compliance for industries most banks would rather not touch.
Who this is for.
This is right if you…
- Operate in an industry that has its own licensing or regulatory filings
- Need someone who can coordinate the regulatory side with the tax and funding side
- Have hit walls working with generalist advisors who don't really know your industry
- Are starting fresh in a regulated industry and want it set up right the first time
- Value an advisor who actually knows your industry over 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 share the details of how your industry actually works
- 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