Stephanie Klingzell Carlin, ASA

Stephanie Klingzell Carlin, ASA

Salina, Kansas, United States
725 followers 500+ connections

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C5 Business Advisors, LLC
Company Website

About

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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Experience

Education

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Volunteer Experience

Licenses & Certifications

Courses

  • Great Game of Business: The SRC Experience

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  • Great Game of Business; The Get in the Game Workshop

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Honors & Awards

  • Top 40 Under Forty Honoree of 2017

    National Association of Certified Valuators and Analysts (NACVA).

    NACVA and the CTI are founded on excellence, superior quality, and the spirit of pioneering. We have a rich history of partnering with visionary leaders across all spectrums of the accounting and financial consulting professions regardless of affiliation with NACVA and the CTI. Simply put, we want the best of the best among our group of subject matter experts and leaders.

  • Community Based Big of the Year

    Big Brothers Big Sisters of Salina

Organizations

  • ESOP Association

    Member

    - Present

    The ESOP Association is the only entity that advocates for all ESOPs at the federal and national level. It provides education on ESOPs via national conferences (including the world’s largest ESOP conference) and a unique, nationwide network of chapters.

  • National Center for Employee Ownership

    Member

    - Present

    The National Center for Employee Ownership (NCEO) is a self-sustaining nonprofit membership organization that provides practical resources and objective, reliable information on employee stock ownership plans (ESOPs), equity compensation plans, and ownership culture. We are the main publisher and research source in the field, hold dozens of Webinars and in-person meetings annually, and provide services to our thousands of members and others.

  • American Society of Appraisers

    Accredited Senior Appraiser

    - Present

    The American Society of Appraisers is a world renowned and respected international organization devoted to the appraisal profession. ASA is the oldest and only major appraisal organization designating members in all appraisal specialties.

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