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

 

BlueGraphs

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.