Stephanie Klingzell Carlin, ASA, CExP™
QUALIFICATIONS OF VALUATOR
Stephanie Klingzell Carlin
Accredited Senior Appraiser and Certified Exit Planner
Mrs. Stephanie Klingzell Carlin is an Accredited Senior Appraiser and shareholder of KC&G Business Appraisal Associates, Inc. (KC&G). KC&G is devoted exclusively to performing business valuations of privately held companies and providing litigation support services. KC&G is a member of the Financial Consulting Group, the leading organization of business valuation and financial consulting firms in the U.S.
Experience
Mrs. Stephanie Klingzell Carlin was previously employed as a business appraiser with Kennedy and Coe, LLC. She started her career with Kennedy and Coe in 1999, and has been active in the field of business appraisals since then. Mrs. 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 agreements, divorce, succession planning, and ESOP purposes, specializing in Family Limited Partnerships, Litigation Support, and Exit Planning. Mrs. 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 Courts. A graduate of Kansas State University, Mrs. Carlin received a Bachelor of Science degree, with a major in Accounting (1998).
Professional Designations
Mrs. 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. Mrs. Carlin is a candidate member of the Institute of Business Appraisers (IBA) for Certified Business Appraiser (CBA) designation, (10558, 2001). Established in 1978, the IBA is a pioneer in business appraisal education and professional accreditation. Mrs. Carlin has begun the designation process by successfully completing the Certified Business Appraisers written exam.
Mrs. Carlin is also a Certified Exit Planner (CExP) with the Business Enterprise Institute, Inc. 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.
TRANSACTION VALUATIONS
- Buy/Sell Agreements
- Business Exit/Succession Planning
- Fairness Opinions
- SBA Loans
- ESOP
LITIGATION SUPPORT VALUATIONS
- Divorce Cases
- Shareholder Disputes
- Lost Profit/Economic Damages
- Expert Testimony
TAX VALUATIONS
- Charitable Contributions
- Estate & Gift Taxes
- Family Limited Partnerships
- C to S Corporation Conversions