Arkstone Group Of Companies: Analysis Form
Arkstone Group – Financial & Operational Data Form
1. Methodology & Form Purpose
We audit your spend and revenue margin, leverage our supplier network and buyer power, then cut fixed expense & revenue generations across nine core cost pillarsExpertise is focused on Trucking/Freight, and industry related (Logistics/Supplychain, Brokerage, Warehousing & Storage.)
This form is designed to collect detailed financial and operational data. Accurate submission enables Arkstone Group to negotiate stronger supplier agreements, establish strategic partnerships, and ultimately reduce fixed and recurring expenses, while also identifying opportunities for revenue growth and financing if required.
2. Non-Disclosure & Privacy
By completing this form, you acknowledge and accept that it also serves as a Non-Disclosure Agreement (NDA). All information submitted is strictly confidential and will not be disclosed publicly or used for any marketing or outreach purposes. All documents submitted will remain strictly confidential and will be used solely for internal analysis purposes. They will not be shared, disclosed, or distributed to any third party without the express written consent of the undersigned.
3. Timelines & Document
This document may take 60 to 90 minutes to complete, and will serve as our only source of information. To maximize efficiency, Arkstone commits to limiting unnecessary interactions and ensuring that your time is not wasted.
You may skip any question. However, please understand that we only need your participation once. The less information we receive, the less we can deploy our full expertise, workforce, and resources to achieve the best possible optimisations for your business. Documents are essential to enable Arktone to perform the necessary internal analysis. Failure to provide accurate and complete documentation may result in delays or limitations.
Given the significant scope of optimizations and the low time investment by your company, there are no fixed deadlines for our return. Once this document properly completed, this will be your only time investment until we deliver concrete, direct, and applicable results, at which point we will reach out at the appropriate time.
4.Operations & Guarantees
Arkstone operates on a 100% commission-only structure, with compensation entitled to 50% of the EBITDA improvement (or verified cost savings / additional revenue) directly resulting from our interventions. All results are measurable and will be substantiated with statistics and reporting tools provided at the appropriate stage, together with clear guidelines for optimization and defined next steps. No change will be made without your prior approval, at the presentations of those changes.
While Arkstone, as a business development firm, cannot guarantee outcomes, our methodology and performance-based model significantly increase the probability of achieving substantial, tangible results.
Contact Informations & Referral Declarations
This section is intended to provide essential authorization details and direct contact information for questions, procedures, and next steps.
Arkstone Group will not accept generic information that requires escalation, including general business lines. Those contact must be direct contact informations, for efficiency purpose.
Also, Arktone leverages references to your advantage. By default, our company retains 50% of EBITDA directly generated through our expertise. At your advantage, we operate a structured referral system: when referrals join under your name, and their signatures and applications of our expertise are validated, your share can increase up to 60/40 in your favor.
Do you confirm that you are authorized to sign on behalf of your company for this agreement? you understand that signing without proper authorization could create legal issues for your company.
General Information
This section is intended to capture the essential details of your company’s operations. The information provided will allow Arkstone Group to assess your structure, scale, and activities in order to optimize expenses and identify growth opportunities.
Optimizations Directive
You may freely indicate which categories you would like us to optimize, and which you do not. The more categories you allow us to access, the greater the potential for full optimization and stronger results.
Restricting our access too narrowly will have the same effect as not engaging with us at all: our ability to generate savings and revenue improvements depends directly on the scope of what you authorize.
It is important to understand that even if your business already feels fully optimized internally, Arkstone leverages volume across multiple companies to secure the best suppliers at the lowest market rates. In many cases, when initial supplier margins are already maximized, we can go one step further—to the direct source—unlocking savings and advantages otherwise inaccessible.
All choices made here are fully reversible. You may change your authorizations at any time. However, providing approval across more categories, and responding to all future related questions, even if you refuse them, will always position us to work on your company on other areas, where you didn't feel interested in the past.
1. Fuel Informations
This section is intended to collect the details of your current fuel usage and purchasing arrangements so Arkstone Group can analyze cost structures, identify inefficiencies, and negotiate more favorable terms with suppliers
Accurate fuel data allows Arkstone to benchmark your costs against industry averages, leverage purchasing volumes, and negotiate lower rates through rack pricing, bulk agreements, or supplier competition. Optimizing fuel strategy also reduce idle-time losses, minimize deadhead miles, and improve overall fleet efficiency, resulting in direct EBITDA improvements and stronger cash flow. Gross Income Impact: -2% to -8%
Some questions can be skipped, but document are essential. Understand that the less information you provide, the less Arkstone can apply its resources, time, and expertise to reduce costs, generate revenue, and secure financing.
2. Insurance Informations
This section is intended to collect the details of your current insurance coverage so Arkstone Group can analyze cost structures, identify overlaps or inefficiencies, and negotiate more favorable terms with providers.
Accurate insurance data allows Arkstone Group to benchmark your premiums against industry standards, leverage your safety record, and reduce costs through group negotiations or alternative carriers throw 4 main line, alias Rolling Asset, Property, Employee & Personal. Gross Income Impact: -1% to -4%
Some questions can be skipped, but document are essential. Understand that the less information you provide, the lessRolling Asset: Who is your ... Arkstone can apply its resources, time, and expertise to reduce costs, generate revenue, and secure financing.
3. Maintenance & Mechanics Informations
This section is intended to capture all relevant details of your company’s maintenance practices, service providers, and cost structures. The information collected will allow Arkstone Group to analyze spending patterns, identify inefficiencies, and negotiate more favorable agreements with suppliers and service shops.
Detailed maintenance data enables Arkstone Group to benchmark costs, reduce downtime, and implement cost-saving strategies such as consolidated supplier contracts, preventive maintenance optimization, and parts procurement negotiations. Gross Income Impact: -1% to -3%
4. Telecommunications & IT / Software Informations
This section is intended to collect the details of your current telecommunications and software-related expenses so Arkstone Group can analyze recurring costs, identify redundant tools or services, and negotiate more favorable terms with providers.
Telecommunications and IT/software subscriptions often include hidden or unnecessary recurring costs. By consolidating services, eliminating unused licenses, renegotiating contracts, and leveraging group purchasing power, Arkstone Group can significantly reduce overhead expenses. Optimizing your IT and telecom structure also improves efficiency, security, and scalability — directly supporting both cost reduction and revenue growth initiatives. Gross Income Impact: -0.5% to -3%
5. Third-Party Outsourcing/ Employee Costs/Operations Informations
This section is intended to collect the details of your labor-related expenses, including both in-house employees and third-party outsourcing, so Arkstone Group can identify inefficiencies, optimize workforce allocation, and reduce unnecessary costs without compromising operational performance.
Labor and outsourcing represent one of the largest fixed and variable expenses in transportation and logistics. Inefficient staffing, high overtime, costly union obligations, or overpriced subcontractor agreements can erode margins. By reviewing these costs, Arkstone Group can optimize workforce structures, renegotiate outsourcing rates, reduce benefit expenses, and align labor spending with actual operational needs, resulting in measurable cost savings and improved profitability. Gross Income Impact: -2% to -12%
6. Warehousing / Yard / Parking Informations
This section is intended to collect the details of your warehousing, yard, and parking facilities so Arkstone Group can analyze fixed costs, evaluate space utilization, and identify opportunities for consolidation, relocation, or renegotiation of lease agreements.
Warehousing, yard, and parking facilities represent significant recurring expenses that often hide inefficiencies such as underutilized space, redundant leases, or unfavorable terms. By reviewing these assets, Arkstone Group can renegotiate contracts, consolidate locations, or optimize space usage to reduce overhead while maintaining or improving operational capacity. This directly strengthens your cost structure and increases profitability. Gross Income Impact: -0,5% to -3%
7. Licensing, Permits & Specialty-Related Informations
This section is intended to collect the details of your company’s licenses, permits, and specialty-related authorizations so Arkstone Group can verify compliance, identify unnecessary or redundant costs, and ensure all operations are covered under the most efficient structure.
Licenses, permits, and specialty certifications are critical for legal compliance and operational continuity in transportation and logistics. However, companies often pay unnecessary fees, maintain redundant authorizations, or miss opportunities for cost reduction through consolidation or strategic membership choices. By reviewing these records, Arkstone Group can minimize administrative costs, prevent compliance risks, and streamline regulatory obligations — ensuring uninterrupted operations and reduced overhead. Gross Income Impact: Low
8. Client Acquisitions & Business Development
This section is intended to collect details of your company’s marketing, branding, and business development activities. The information will allow Arkstone Group to evaluate your current visibility, customer acquisition strategy, and sales efficiency, while identifying opportunities to expand market share, strengthen brand positioning, and increase long-term revenue streams.
Business Development directly impact customer acquisition costs and long-term revenue growth. Optimized strategies can generate high-quality leads, expand visibility, and improve brand credibility. By analyzing your business behavior, routes, logistics, sales strategies and CRM optimisations, Arkstone Group can reduce inefficiencies, cut unproductive costs, and implement strategies that generate measurable growth in sales and profitability. Extremely high potential.
Pricing & Revenue per Load
2. Operations & Capacity Utilization
Market Expansion & Sales
Contracts & Partnerships
Diversification & Value-Added Services
9. Debt Financing & refinancing Costs (Leases / Loans / Interest)
This section is intended to collect the details of your company’s current financing obligations so Arkstone Group can analyze debt structures, identify high-cost financing, and negotiate more favorable terms with lenders or leasing companies.
Financing costs directly impact cash flow and overall profitability. Many companies overpay due to unfavorable interest rates, outdated lease terms, or underutilized debt structures. By analyzing your financing arrangements, Arkstone Group can renegotiate loans, restructure leases, or consolidate obligations to lower recurring expenses, free up capital, and strengthen your financial position for growth and investment. Gross Income Impact: Hight Potential
Loan & Lease Restructuring
Fleet & Equipment Financing
Real Estate & Property Financing
Working Capital & Credit Lines
Grants, Subsidies & Tax Credits
Others