Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Key Elements of an Employee Ownership Culture
(Concurrent Sessions 1)

Tuesday, September 17 :: 9:30–10:15

Presenter

Stephanie Klingzell Carlin

presenter photo

Prairie Capital Advisors, Inc.

Stephanie provides 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. Stephanie 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 ESOP purposes, specializing in family limited partnerships, litigation support, and exit planning.
Fall ESOP Forum