Financial Management Tools
 To assist our clients with self management, KSMTA offers a number of financial management tools, including the following:
  • KSMTA Financial Model: 5-Year Financial Projection Model
  • Buyer/Seller Profile Test
  • Buyer/Seller Due Diligence Checklist
  • Key Performance Indicators Template
  • Carrier Sale Offering Memorandum Template
  • Equipment Appraisal Input Template
  • Letter of Intent to Acquire a Motor Carrier
  • General Ledger Chart of Accounts – Truckload Carrier
  • Per Diem Evaluation Worksheet
  • Cost Improvement Evaluation Worksheet

For more information, contact Bruce Jones, President.