CLARKE ADVISORS LLC. PRIVATE INVESTMENT BANKING. Transportation and Logistics Industry Services. Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity). ABOUT US.
PRIVATE INVESTMENT BANKING
Transportation and Logistics Industry Services
Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity).
Clarke Advisors LLC is a specialized Financial Advisory and Merchant Banking Firm, providing the highest quality Investment Banking services including institutional financing, merger, acquisition and divestiture for small to medium-sized private and public companies. Clarke has developed an industry focus in Transportation and Logistics.
A. Clarke maintains a complete Database of the transportation and logistics industry buyers and sellers.
B. Clarke is in conversation with hundreds buyers and sellers on a monthly basis allowing the interested seller (or buyer) to confidentially complete a transaction with the proper valuation and the optimum terms and conditions.
There are three tiers of buyers in the Transportation and Logistics Industry:
Private Equity Buyers can move the fastest, offer the best terms and conditions BUT are the most selective of the industry buyers.
Large regional carriers; (often backed by Private Equity) make up the second tier of buyers and handle the bulk of the transactions in the market today.
Your competitors make up the third tier and must be considered after the first two tiers have been approached.
Elimination of Capital Gains Taxes under Section 1042
The deferral of capital gains taxes using Section 1042 could be turned into the elimination of capital gains taxes in their entirety. This occurs when the seller holds the investment in QRP until death. At that time, the QRP passes on to the seller’s heirs with a step up in basis. As the basis in the assets is now equal to the value of the investments, there is no capital gain to tax and, therefore, no capital gains taxes due. Please note that the overall estate, including the QRP, may be subject to Federal or state estate taxes, unless some other exemption exists. Still, avoiding a 30% or more in capital gains tax remains attractive and offers significant savings. Check with your CPA.
Start With:“Opinion of Your Company Value”
Provided Free of Charge By Clarke Advisors
Tax Planning Scenarios &
Estate Planning Scenarios
Coordinated By Clarke Advisors
Your Exit or Succession Plan Will Be Much Clearer!
Clarke Advisors Will Facilitate:
- Sale or Strategic Sale
- Equity Partner
Across and number of industries including,
Oil Jobbers, Transport and Logistics
Norman E. Clarke, Managing Partner
Joseph J. Asta III, Partner
Matt McNeil, Senior Advisor
Jim Jenks, Senior Advisor
Bob Peach, Senior Advisor
Cindy Rhodes, Senior Analyst
Clarke Advisors LLC
PO Box 3466
7275 East Easy Street
Carefree, AZ 85377