Stephanie Klingzell Carlin, Asa Email and Phone Number
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Experienced and an Accredited Senior Appraiser with the American Society of Appraisers who has a demonstrated history of working in the financial services and investment banking industry. Skilled in Ownership Transition Strategies, Valuations for Income, Estate, Gift, Charitable Giving, and ESOP purposes for Business Owners and High Net Worth Individuals. Strong professional with a Bachelor of Science focused in Business Administration-Accounting from Kansas State University.
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Company OwnerC5 Business Advisors, LlcSalina, Ks, Us
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Founding MemberC5 Business Advisors, Llc Oct 2020 - PresentHelping business owners understand and increase the value of their business, beyond the numbers, so they can move forward in their pursuit of success with significance.
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Independent Board MemberFirst Bank Kansas Jan 2016 - PresentSalina, KsFirst Bank Kansas currently has over $500 million in assets - small enough to continue to be able to provide personal service and local decisions but large enough to provide the services you want and need. -
Vice PresidentPrairie Capital Advisors, Inc. Feb 2018 - Sep 2020Salina, KsMs. Stephanie Klingzell Carlin provided closely-held business owners with an understanding of their business value and the best options available to them in considering ownership transition. She is passionate about helping owners achieve their overall business objectives. Ms. Carlin has performed hundreds of valuations for a variety of clients in a very diverse range of industries including manufacturing, retail, wholesale, service, real estate, and oil and gas. She has experience in providing valuation analysis for Federal gift and estate tax matters, buy/sell arrangements, divorce, succession planning, and Employee Stock Ownership Plan (ESOP) purposes, specializing in Family Limited Partnerships, Litigation Support, and Exit Planning. Ms. Carlin has been a speaker for the Saline/Ottawa County Bar Association and has given several presentations on business valuations. She has also testified as an expert in Weld County, Colorado District Court and Reno, Saline, and Shawnee Counties, Kansas Court. Ms. Carlin was recognized as a Top 40 Under Forty honoree by the National Association of Certified Valuators and Analysts (NACVA).Ms. Carlin is an Accredited Senior Appraiser with the American Society of Appraisers. Prior to joining Prairie Capital Advisors, Ms. Carlin was a co-founder of KC&G Business Appraisal Associates, Inc. Ms. Carlin started her career as a business appraiser over twenty years ago with Kennedy and Coe, LLC, a regional accounting firm headquartered in Salina, KS, where she helped establish the business valuation department. -
PresidentKc&G Business Appraisal Associates, Inc. Apr 2006 - Mar 2018Salina, KsMs. Stephanie Klingzell Carlin was a co-founder and President of KC&G Business Appraisal Associates, Inc. (KC&G). KC&G was devoted exclusively to performing business valuations of closely-held companies, family businesses, and providing litigation support and exit planning services. Ms. Carlin has performed hundreds of valuations for a variety of clients in a very diverse range of industries including manufacturing, retail, wholesale, service, real estate, and oil and gas. She has experience in providing valuation analysis for Federal gift and estate tax matters, buy/sell arrangements, divorce, succession planning, and exit planning purposes, specializing in Family Limited Partnerships and Exit Planning. Ms. Carlin has been a speaker for the Saline/Ottawa County Bar Association and has given several presentations on business valuations. She has also testified as an expert in Weld County, Colorado District Court and Reno, Saline, and Shawnee Counties, Kansas Court.Ms. Carlin is an Accredited Senior Appraiser with the American Society of Appraisers, (047071, 1999). She obtained her designation as a result of successfully passing the Society’s intensive written and oral examinations, submission of appraisal data, and other qualifying criteria demanded by the Society’s International Board of Examiners.Ms. Carlin actively held the Certified Exit Planner (CExP™) designation with the Business Enterprise Institute, Inc. from 2009-2016. The Business Enterprise Institute (BEI) trains and certifies Certified Exit Planners to create comprehensive exit plans that meet the objectives of business owners. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services.
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Member FirmThe Financial Consulting Group 2000 - 2016The Financial Consulting Group is the largest association of independently owned accounting, business valuation, and financial services firms in North America. FCG members are experienced, credentialed, financial experts and leaders in the valuation profession. -
Business Valuation AnalystKennedy And Coe, Llc 1999 - 2006
Stephanie Klingzell Carlin, Asa Skills
Stephanie Klingzell Carlin, Asa Education Details
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Business Administration-Accounting -
High School/Secondary Diplomas And Certificates
Frequently Asked Questions about Stephanie Klingzell Carlin, Asa
What company does Stephanie Klingzell Carlin, Asa work for?
Stephanie Klingzell Carlin, Asa works for C5 Business Advisors, Llc
What is Stephanie Klingzell Carlin, Asa's role at the current company?
Stephanie Klingzell Carlin, Asa's current role is Company Owner.
What is Stephanie Klingzell Carlin, Asa's email address?
Stephanie Klingzell Carlin, Asa's email address is sc****@****cap.com
What is Stephanie Klingzell Carlin, Asa's direct phone number?
Stephanie Klingzell Carlin, Asa's direct phone number is (866) 379*****
What schools did Stephanie Klingzell Carlin, Asa attend?
Stephanie Klingzell Carlin, Asa attended Kansas State University, Salina High South.
What skills is Stephanie Klingzell Carlin, Asa known for?
Stephanie Klingzell Carlin, Asa has skills like Business Valuation, Valuation, Financial Advisory, Small Business, Estate Tax Planning, Exit Strategies, Financial Planning, Tax, Cpa, Litigation Support, Estate Planning, Family Business.
Who are Stephanie Klingzell Carlin, Asa's colleagues?
Stephanie Klingzell Carlin, Asa's colleagues are Gary Thomas.
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