Experienced Advisors

Practical Perspective

C5 Business Advisors brings together experienced business valuation professionals, financial analysts, business advisors, and executive coaches to help business owners and their trusted advisors navigate complex financial, strategic, and ownership decisions with clarity and confidence.

Our Team

Our multidisciplinary team combines expertise in business valuation, financial analysis, strategic advisory, and executive coaching to help business owners navigate complex decisions, strengthen their organizations, and build lasting value with confidence.

Stephanie Klingzell Carlin Headshot

Stephanie Carlin,

ASA

FOUNDING MEMBER

Stephanie leads the business valuation and advisory services, helping business owners understand value, evaluate their options, and make informed decisions about the future. She combines extensive business valuation expertise with executive leadership experience to bring practical insight and perspective to valuation, ownership transition, and strategic business matters.

Guiding Principles

Behind every analysis and report is a commitment to independent thinking, thoughtful analysis, clear communication, and practical insight—giving business owners and their advisors the information they need to make informed decisions with confidence.

Independent Thinking

We provide independent, objective perspectives grounded in thoughtful, in-depth analysis—taking the time to understand each business and its unique circumstances rather than relying on a one-size-fits-all approach.

Deep Valuation Expertise

Professional credentials and decades of business valuation experience provide the foundation for the independent, well-supported opinions we deliver to business owners, boards, trustees, and their trusted advisors.

Practical Experience

We bring more than technical expertise to the table. Our experience in operating, financial, executive, and board roles gives us a practical understanding of how decisions affect businesses, owners, and their people.

Long-Term Client Relationships

We build relationships that extend beyond a single engagement, working alongside business owners and their advisors as their businesses evolve, ownership changes, and new opportunities and challenges emerge.

Objective Guidance

We help business owners understand their options, see the path forward more clearly, and make thoughtful decisions that align with their goals—for the business, their families, and the future.

Ready for Clarity?

Start a conversation with a C5 advisor who will take the time to understand your business, your goals, and how we may be able to help you move forward.