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CLARKE ADVISORS LLC

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.

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CLARKE ADVISORS LLC

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  1. CLARKE ADVISORS LLC PRIVATE INVESTMENT BANKING Transportation and Logistics Industry Services Securities offered through Penates Group LLC, FINRA/SIPC (a non-affiliated entity).

  2. ABOUT US 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.

  3. Types of Transactions • Sell side Strategic Buyer • Sell side Financial Buyer • Buy Side Strategic of Financial • Debt Recapitalization • Debt Recapitalization Pre-Bankruptcy • Capital Formation Non-Bank Debt • Capital Formation Equity • Advisory services; valuation, interim CFO, research.

  4. transport services 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.

  5. transport services 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.

  6. Consider an interim step for Owners and Management • We will provide enough information now for proper insight and decision making. • Regarding the future of your Company; for personal reasons, for family reasons, and for your employee’s. • Helping you decide when should you sell, acquire, raise capital or buyout a partner.

  7. ExampleTax Considerations 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.

  8. An interim Step Your Options: 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: Exit Plan - Sale or Strategic Sale - Re-Capitalization Growth Plan - Re-Capitalization - Equity Partner Succession Plan - Family - Employees

  9. Representative transactions Across and number of industries including, Oil Jobbers, Transport and Logistics

  10. principals 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

  11. Contact Information Email: nec@clarkeadvisors.net Office: 480.488.1929 Cell: 602.284.8401 Clarke Advisors LLC PO Box 3466 7275 East Easy Street Suite 107 Carefree, AZ 85377 www.clarkeadvisors.net

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