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Mark Bobilya President (317)813-1001 [email protected] Products/Services: Tax, Accounting and Business Services for owner operators. Opening Statement: Accounting, Tax and Business Service provider since 1982 specializing in transportation. By partnering with carriers that see the value of having the very best business men/women as owner operators, we strive to improve retention and provide benchmarking tools for success. Value to the Clients: Provide all of the tools and additional services a contractor needs to be successful . Running a business vs. just driving a truck. SERVICE! Call any time throughout the year to speak with your tax or bookkeeping specialist to discuss ways to improve your bottom line. Open door policy throughout the year. Truck parking available. Competitive Advantage: Trucking is all that we do! Understanding the constantly changing tax laws and how the effect contractors and carriers. Out keep it simple approach allows information to be shared with clients in a way they can understand and act on. Easy to do business with --- all that a client has to do is put postage on a self addressed envelope each month and drop it in the mail. CBSi does the rest! Current Customers: Celadon, Dart, Mercer Transportation , Schneider National, EW Wylie, Towne Air Freight, Perkins Specialized, Landstar

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Page 1: Tsa presentation

Mark Bobilya President (317)813-1001 [email protected]

Products/Services: Tax, Accounting and Business Services for owner operators.

Opening Statement: Accounting, Tax and Business Service provider since 1982 specializing in transportation. By partnering with carriers that see the value

of having the very best business men/women as owner operators, we strive to improve retention and provide benchmarking tools for success.

Value to the Clients: Provide all of the tools and additional services a contractor needs to be successful. Running a business vs. just driving a truck.

SERVICE! Call any time throughout the year to speak with your tax or bookkeeping specialist to discuss ways to improve your bottom line. Open door policy throughout the year. Truck parking available.

 

Competitive Advantage: Trucking is all that we do! Understanding the constantly changing tax laws and how the effect contractors and carriers. Out keep it

simple approach allows information to be shared with clients in a way they can understand and act on. Easy to do business with --- all that a client has to do is put postage on a self addressed envelope each month and drop it in the mail. CBSi does the rest!

 

Current Customers: Celadon, Dart, Mercer Transportation , Schneider National, EW Wylie, Towne Air Freight, Perkins Specialized, Landstar

Page 2: Tsa presentation

Chandler Moody Account Executive (317) 352-0306 ex 23 [email protected]

Products/Services We offer temporary and permanent commercial driver staffing services.

Opening Statement: Driving Ambition, Inc. can deliver a quality commercial driver for your needs by

placing an importance on driver safety and performance with exceptional communication and service

Value to the Clients: Driving Ambition, Inc. gives companies access to a pool of 120+ qualified drivers

for staffing needs allowing for scalability and an efficient method for recruiting and hiring top notch commercial drivers.

 Competitive Advantage: Our competitive advantage is our size , availability 24-7 and our commitment to

driver safety and qualification Current Clients

Client References

Page 3: Tsa presentation

Jason Miller Manager – Audit and Assurance Services (317) 580-2045 [email protected]

Products/Services: KSM offers a full range of accounting, audit, tax and consulting services for the transportation industry.

We also serve clients in other industries including construction, dealerships, emerging business, government, healthcare, hospitality, life sciences & technology, manufacturing, wholesale & distribution, not-for-profit and real estate.

Opening Statement: KSM is the largest Indianapolis-based accounting firm. In business since 1942, the firm has earned a

reputation as a leader in the areas of accounting, audit, tax and consulting services.

Value to the Clients: KSM understands the transportation industry. Our Transportation Services Group is one of the largest and

most experienced in the country. The depth and breadth of our understanding of the issues and regulations unique to the trucking industry is unsurpassed, which results in value-added service to our clients.

Our affiliated company, KSM Transport Advisors, LLC (KSMTA), exclusively serves the full truckload trucking industry providing transaction management and financial advisory services. Clients benefit because, in addition to the accounting, audit and tax experience they receive from KSM, they can also receive executive management and transaction experience through KSMTA.

We are also actively involved in such as organizations as the Indiana Motor Truck Association (IMTA), Truckload Carriers Association (TCA ), National Truck Tank Carriers and the American Trucking Associations (ATA ) along with several state associations.

 Competitive Advantage: Our understanding and experience in the industry – if a client has a problem, we have likely already solved

that problem for another client. Current Clients: We serve approximately 80 transportation companies across the country.

Client References: Available upon request

Page 4: Tsa presentation

Lance Riegle Producer Office: 800.457.5255 / Cell: 317.402.4618 [email protected]

Products/Services Insurance products needed to protect the interest of fleet transportation companies.

Opening Statement: Marvin Johnson and Associates is a full service transportation insurance provider focusing on

protecting the assets of a company by evaluating and analyzing the needs and loss sensitivity of an account.

Value to the Clients: By taking a unbiased approach and evaluating the trends and analyzing loss information it

enables me as an agent to present the most viable option and price sensitive approach to what insurance program best fits the particular account.

 Competitive Advantage: The knowledge, experience and dedication to the industry that Marvin Johnson and Associates

has is un-matched. That combined with our free safety services we offer make doing business with MJAI an easy decision.

 Current Clients Bestway Express Inc, Buchanan Hauling and Rigging Inc, Dick Lavy Trucking Inc,

Client References Shepard Dunn Dan Rutherford Dick Lavy

Bestway Express Inc Buchanan Hauling and Rigging Inc. Dick Lavy Trucking Inc. 812.882.6448 260.399.4406 937.448.2104

Marvin Johnson and Associates

Page 5: Tsa presentation

Barb Hunt William Wood Executive Search Consultant Executive Search Consultant (317) 889-0199 317-352-3226 [email protected] [email protected]

Products/Services: PrincetonOne is one of the 10 largest executive search and recruitment firms in the U.S.

and one of the top 20 globally. Barb and William specialize in the Transportation Industry.

Opening Statement: We partner with successful Transportation companies to locate and hire exceptional

talent throughout the nation.

Value to the Clients: Our solutions help ease the frustrations often associated with finding and attracting

outstanding talent as well as getting our client’s message out to the passive candidates, who are not proactively seeking a career move. As a result, our clients are able to improve workforce performance and achieve critical business objectives.  

Competitive Advantage: We talk to candidates and clients all day, every day. We know what is happening within

the industry and with the competition. We are able to speak with candidates that our clients may not be able to otherwise find or contact. We deepen and enhance our client’s pool of prospective candidates.

 Current Clients: Asset and Non Asset based: TL, Flatbed, Heavy Haul, Over Dimensional, LTL, Dry Bulk,

Expedited Carriers, Refrigerated, Dedicated Contract

Page 6: Tsa presentation

Wil Wertz Partner (317) 856-4742 [email protected]

Products/Services Mobile Communications designed for the Transportation Industry.

Opening Statement: Qualcomm hardware and applications maximize the flow of

information from the fleet to the back office to generate greater revenue efficiency.

Value to the Clients: Provides greater operational flexibility for asset management while

increasing the revenue generation potential on an individual level in the field.

 Competitive Advantage: Rock solid hardware and application development and deployment

with unprecedented customer service and support. 

Page 7: Tsa presentation

Mark Carlson Business Development Manager (317) 987-5143 [email protected]

Products/Services Full service vehicle leasing, rental and contract maintenance program

Opening Statement: Ryder provides the peace of mind to help clients concentrate on their primary business.

Value to the Clients: Predictable costs, structured maintenance program, fuel source, & network of nationwide

service facilities,  Competitive Advantage: Flexible approach in response to current business climate with short term agreements. Initial

value starts with Ryder’s purchasing power of operating 160,000 vehicles Current Clients Kittles Furniture, HH Gregg, Panera Bread, National Wine, 7-up, Olinger Distributing, Red Gold,

Harlan Bakery

Client References Tony Snider Stuart Wright Jeff Wells

NK Hurst Beans Star Leasing Phoenix Materials(317) 634-6425 (317) 733-4550 (317) 884-3600

Page 8: Tsa presentation

Stuart Wright Branch Manager (317) 733-4550 [email protected]

Products/Services Semi trailer leasing, maintenance and sales designed to support the trucking industry.

Opening Statement: We have over 35-years of trailer leasing, sales and maintenance experience, no other company

can offer you a more comprehensive, cost-effective program for your trailer fleet than Star Leasing Company.

Value to the Clients: Flexible terms, best maintained equipment in the industry, trend reporting on all maintenance

items to alert potential problems and help reduce costs, in-house mobile maintenance.

Competitive Advantage: Only semi-trailer company that provides full service on-site maintenance by Star mechanics.

Star runs a fleet of (10) ten high tech mobile service trucks throughout Central Indiana to support our customers.

 Current Clients Red Gold, HH Gregg, Bestway Express, Magnum Transport, Pepsi, Dunham’s Sporting Goods,

Blackhorse Carriers

Client References Mr. Hue Andrews Mr. Will McCormick Mr. Emerson Arnold Mr. Scot Sauer

RGT Equipment, LLC Bestway Express, Inc. Pepsi America Magnum Transport(765) 552-3381 (812) 885-2159 (317) 471-8369 (317) 788-8600

Page 9: Tsa presentation

Mark Bobilya President (317)813-1001 [email protected]

Products/Services: Tax, Accounting and Business Services for owner operators.

Opening Statement: Accounting, Tax and Business Service provider since 1982 specializing in transportation. By partnering with carriers that see the value

of having the very best business men/women as owner operators, we strive to improve retention and provide benchmarking tools for success.

Value to the Clients: Provide all of the tools and additional services a contractor needs to be successful. Running a business vs. just driving a truck.

SERVICE! Call any time throughout the year to speak with your tax or bookkeeping specialist to discuss ways to improve your bottom line. Open door policy throughout the year. Truck parking available.

 

Competitive Advantage: Trucking is all that we do! Understanding the constantly changing tax laws and how the effect contractors and carriers. Out keep it

simple approach allows information to be shared with clients in a way they can understand and act on. Easy to do business with --- all that a client has to do is put postage on a self addressed envelope each month and drop it in the mail. CBSi does the rest!

 

Current Customers: Celadon, Dart, Mercer Transportation , Schneider National, EW Wylie, Towne Air Freight, Perkins Specialized, Landstar

Page 10: Tsa presentation

Chandler Moody Account Executive (317) 352-0306 ex 23 [email protected]

Products/Services We offer temporary and permanent commercial driver staffing services.

Opening Statement: Driving Ambition, Inc. can deliver a quality commercial driver for your needs by

placing an importance on driver safety and performance with exceptional communication and service

Value to the Clients: Driving Ambition, Inc. gives companies access to a pool of 120+ qualified drivers

for staffing needs allowing for scalability and an efficient method for recruiting and hiring top notch commercial drivers.

 Competitive Advantage: Our competitive advantage is our size , availability 24-7 and our commitment to

driver safety and qualification Current Clients

Client References

Page 11: Tsa presentation

Jason Miller Manager – Audit and Assurance Services (317) 580-2045 [email protected]

Products/Services: KSM offers a full range of accounting, audit, tax and consulting services for the transportation industry.

We also serve clients in other industries including construction, dealerships, emerging business, government, healthcare, hospitality, life sciences & technology, manufacturing, wholesale & distribution, not-for-profit and real estate.

Opening Statement: KSM is the largest Indianapolis-based accounting firm. In business since 1942, the firm has earned a

reputation as a leader in the areas of accounting, audit, tax and consulting services.

Value to the Clients: KSM understands the transportation industry. Our Transportation Services Group is one of the largest and

most experienced in the country. The depth and breadth of our understanding of the issues and regulations unique to the trucking industry is unsurpassed, which results in value-added service to our clients.

Our affiliated company, KSM Transport Advisors, LLC (KSMTA), exclusively serves the full truckload trucking industry providing transaction management and financial advisory services. Clients benefit because, in addition to the accounting, audit and tax experience they receive from KSM, they can also receive executive management and transaction experience through KSMTA.

We are also actively involved in such as organizations as the Indiana Motor Truck Association (IMTA), Truckload Carriers Association (TCA ), National Truck Tank Carriers and the American Trucking Associations (ATA ) along with several state associations.

 Competitive Advantage: Our understanding and experience in the industry – if a client has a problem, we have likely already solved

that problem for another client. Current Clients: We serve approximately 80 transportation companies across the country.

Client References: Available upon request

Page 12: Tsa presentation

Barb Hunt William Wood Executive Search Consultant Executive Search Consultant (317) 889-0199 317-352-3226 [email protected] [email protected]

Products/Services: PrincetonOne is one of the 10 largest executive search and recruitment firms in the U.S.

and one of the top 20 globally. Barb and William specialize in the Transportation Industry.

Opening Statement: We partner with successful Transportation companies to locate and hire exceptional

talent throughout the nation.

Value to the Clients: Our solutions help ease the frustrations often associated with finding and attracting

outstanding talent as well as getting our client’s message out to the passive candidates, who are not proactively seeking a career move. As a result, our clients are able to improve workforce performance and achieve critical business objectives.  

Competitive Advantage: We talk to candidates and clients all day, every day. We know what is happening within

the industry and with the competition. We are able to speak with candidates that our clients may not be able to otherwise find or contact. We deepen and enhance our client’s pool of prospective candidates.

 Current Clients: Asset and Non Asset based: TL, Flatbed, Heavy Haul, Over Dimensional, LTL, Dry Bulk,

Expedited Carriers, Refrigerated, Dedicated Contract

Page 13: Tsa presentation

Wil Wertz Partner (317) 856-4742 [email protected]

Products/Services Mobile Communications designed for the Transportation Industry.

Opening Statement: Qualcomm hardware and applications maximize the flow of

information from the fleet to the back office to generate greater revenue efficiency.

Value to the Clients: Provides greater operational flexibility for asset management while

increasing the revenue generation potential on an individual level in the field.

 Competitive Advantage: Rock solid hardware and application development and deployment

with unprecedented customer service and support. 

Page 14: Tsa presentation

Mark Carlson Business Development Manager (317) 987-5143 [email protected]

Products/Services Full service vehicle leasing, rental and contract maintenance program

Opening Statement: Ryder provides the peace of mind to help clients concentrate on their primary business.

Value to the Clients: Predictable costs, structured maintenance program, fuel source, & network of nationwide

service facilities,  Competitive Advantage: Flexible approach in response to current business climate with short term agreements. Initial

value starts with Ryder’s purchasing power of operating 160,000 vehicles Current Clients Kittles Furniture, HH Gregg, Panera Bread, National Wine, 7-up, Olinger Distributing, Red Gold,

Harlan Bakery

Client References Tony Snider Stuart Wright Jeff Wells

NK Hurst Beans Star Leasing Phoenix Materials(317) 634-6425 (317) 733-4550 (317) 884-3600

Page 15: Tsa presentation

Stuart Wright Branch Manager (317) 733-4550 [email protected]

Products/Services Semi trailer leasing, maintenance and sales designed to support the trucking industry.

Opening Statement: We have over 35-years of trailer leasing, sales and maintenance experience, no other company

can offer you a more comprehensive, cost-effective program for your trailer fleet than Star Leasing Company.

Value to the Clients: Flexible terms, best maintained equipment in the industry, trend reporting on all maintenance

items to alert potential problems and help reduce costs, in-house mobile maintenance.

Competitive Advantage: Only semi-trailer company that provides full service on-site maintenance by Star mechanics.

Star runs a fleet of (10) ten high tech mobile service trucks throughout Central Indiana to support our customers.

 Current Clients Red Gold, HH Gregg, Bestway Express, Magnum Transport, Pepsi, Dunham’s Sporting Goods,

Blackhorse Carriers

Client References Mr. Hue Andrews Mr. Will McCormick Mr. Emerson Arnold Mr. Scot Sauer

RGT Equipment, LLC Bestway Express, Inc. Pepsi America Magnum Transport(765) 552-3381 (812) 885-2159 (317) 471-8369 (317) 788-8600

Page 16: Tsa presentation

Greg Shipman Partner (317) 430-1837 [email protected]

Products/Services Web-based Learning Management Solution for changing behavior of your employees through

training.

Opening Statement: Infinit-i ™is the most cost-effective, quick to implement, easy-to-use, enterprise wide solution

for increasing revenue and improving Operating Revenue.

Value to the Clients: Designed for ease of use, Infinit-i gives organizations the power to target specific issues with

track able communication that can reduce risks, minimize costs and increase productivity. Competitive Advantage: 3rd party validation of training and testing that does not require any IT resources. Ability to

create and add training to meet your specific needs. Low monthly pricing to fit your budget. Current Clients Baylor Intermodal, Driving Ambition, RG Transport, Carter Express, Southern Refrigerated

Transport 

Client References Mark Fessel Jim Fairfield Jim Stenish Fred Caudillo

Baylor Intermodal Driving Ambition Carter Express RG Transport(888) 611-9910 (317) 352-0306 (765) 778-6960 (765) 552-3327

Ext 101 Ext 14 Ext 1277 Ext 3319

Page 17: Tsa presentation

Azure SmithNational Account Manager(317) 271-1398

[email protected]

Products/Services Large format graphics for fleet, vehicle, retail, OEM, tradeshow and events.

Opening Statement: TKO Graphix, a full-service large format graphics company, can help drive your brand message home in a positive,

cost-effective manner. For 25 years, TKO Graphix has helped companies nation-wide with comprehensive graphic solutions.

Value to the Clients: TKO Graphix is proud to be a 3M Scotchprint® Graphics Authorized Manufacturer. This means we offer the highest

graphic quality and best 3M warranties. TKO also uses our large volume buying power with 3M to pass along savings to our customers. These qualities, along with our knowledgeable customer service and trained graphic installation and removal crews, saves our customers time and money.

Competitive Advantage: TKO offers digital and screen printing capabilities. This makes TKO unique in the fact that most smaller graphic

manufactures do not offer this feature. Our screen printing allows us to produce high volumes at a better price. We also have one of the largest traveling graphic installation crews, which means minimal down-time for our customer’s fleet and vehicles.

 Current Clients: TruGreen, Menards, Target, Westside Transportation, Kimball, Arby’s Restaurants  

Client References: Dave Williams Mark Horn Dan Bauersox Jon Kurshinsky

Knight Transportation Target Stores Celadon Trucking Menards602.269.2000 317.248.5337 317.972.7000 715.876.2325

Page 18: Tsa presentation

Greg Shipman Partner (317) 430-1837 [email protected]

Products/Services Web-based Learning Management Solution for changing behavior of your employees through

training.

Opening Statement: Infinit-i ™is the most cost-effective, quick to implement, easy-to-use, enterprise wide solution

for increasing revenue and improving Operating Revenue.

Value to the Clients: Designed for ease of use, Infinit-i gives organizations the power to target specific issues with

track able communication that can reduce risks, minimize costs and increase productivity. Competitive Advantage: 3rd party validation of training and testing that does not require any IT resources. Ability to

create and add training to meet your specific needs. Low monthly pricing to fit your budget. Current Clients Baylor Intermodal, Driving Ambition, RG Transport, Carter Express, Southern Refrigerated

Transport 

Client References Mark Fessel Jim Fairfield Jim Stenish Fred Caudillo

Baylor Intermodal Driving Ambition Carter Express RG Transport(888) 611-9910 (317) 352-0306 (765) 778-6960 (765) 552-3327

Ext 101 Ext 14 Ext 1277 Ext 3319