Clarke Advisors, LLC has knowledge of the Transportation Logistics Industry as well as corporate finance, financial markets, and “real world” transactions to estimate the value of companies and securities in a variety of contexts.
Public and private companies often require valuations for:
- Management, Board, Owner or Shareholder requests
- Informed business decisions, including buying or selling, selling or repurchasing stock or debt, corporate recapitalizations, reorganizations and ESOP’s
- Family and tax decisions relating to estates, gifts, financial planning and divorce
- Litigation support for such issues as valuation and taxation
Verbal Opinion of Value
Designed For: Companies ready to exit
Required: Most recent set of financial statements (all entities), an estimate of shareholder receipts (“add-backs”), answers to possible follow-up questions
We Provide: Adjusted EBITDA Enterprise Value (EV) analysis, a summary spreadsheet, and a verbal review
Written Opinion of Value
Designed For: Companies needing more detail or a third-party valuation
Required: Past three years plus current Year-To-Date financial statements (all entities), details of shareholder receipts (“add-backs”), answers to any possible follow-up questions
We Provide: Adjusted EBITDA Enterprise Value (EV) analysis with multiple ranges, EV to Sales Analysis, EV to EBIT, EV to Adjusted EBITDA, Industry comparisons (both public and private), a formal document and Opinion of Value letter, and a verbal review
Written Fairness Opinion of Value
Designed For: Third-party and legal review
Required: Past three years plus current Year-To-Date financial statements (all entities), details of shareholder receipts (“add-backs”), answers to any possible follow-up questions
We Provide: A detailed analysis based on market data drawing on entity information, trading market statistics, and other comparable transactions.
Valuation methods include:
- entity approaches using cashflow,
- equity approaches using cashflow and equity,
- trading and transaction comparative data yielding enterprise value ratios (EV/Sales, EV/EBITDA, EV/EBIT, P/E)
A formal document and Opinion of Value letter, and a verbal review.