Member Details

Ms. Carol Akers Klug

Ms. Carol Akers Klug, ASA

ASA

Business Valuation

Carol Akers Klug ASA-BV MBA

Bellaire, TX 77401
UNITED STATES

713-664-KLUG (5584) caklug@swbell.net

 

 

 

Carol Akers Klug, ASA, MBA

                4616 Laurel Street                      713.664.KLUG (5584)

           Bellaire, Texas 77401                       caklug@swbell.net
 

Experience: Carol Akers Klug 

provides business valuation services for litigation support, dissenting shareholder matters, marital dissolutions, tax matters (gift & estate), corporate conversions, among other purposes.  Services performed include valuations of interests in partnerships, equity, invested capital, intellectual property and intangible assets; expert testimony and mediation support.  Carol also prepares damage calculations in securities suitability matters, and serves as an industry arbitrator for the Financial Industry Regulatory Authority, or FINRA. 

 

Professional   Business Valuations - Senior Consultant:  1989 to Present

History:                         Carol Akers Klug, ASA, MBA                                         Houston, TX:  2006-Present 
Ferguson + Camp + Poll, P.C                                         Houston, TX:  2000-2005

White Petrov McHone, P.C. (now BKD)                         Houston, TX:  1995-1999

Akers Investment Advisors, RIA                                Los Angeles, San Diego, Houston:  1989-1995

                              Investment Analyst & Senior Portfolio Manager:  1976 to 2000                                             

Bank of America: 

Bank of America Investment Managers-Private Bank        Houston, TX:  1999-2000

Security Pacific Investment Managers, Inc.                       Los Angeles, CA: 1986-1989

Gibraltar Savings Association                                         Houston, TX:  1984-1985

Merrill Lynch Asset Management                                    New York, NY:  1981-1984

AIG:  The American General Companies                                  Houston, TX:  1976-1980

 

Professional   ASA, Accredited Senior Appraiser of the American Society of Appraisers – Business Valuation

The Appraisal Foundation - Business Valuation Resource Panel: 2023-present

Designations: FINRA Industry Arbitrator:  Financial Industry Regulatory Authority 

                           

Professional   American Society of Appraisers (ASA)

Affiliations:        ASA Constitution & Bylaws Committee (2016-2019)

                                   ASA Education Foundation Board Member (2016-present)

                                   ASA Region 3 Governor & ASA Board of Governors (2012-2016)

                                   ASA Strategic Planning Committee (2015-2016)

                                   ASA Investment Policy Committee Member (2013-2016)

                                   ASA International Virtual Chapter, Member (2013 to date) & President (2015-2016)

                                   Planning Committee of ASA Business Valuation Conference (2013)

                                   Planning Committee of ASA Houston Energy Conference (2014-present; Co-Chair 2018-present)

                                   Member & Past President of ASA Houston Chapter

 

Education:           MBA, The University of Texas at Austin: GPA 3.8/4.0 graduate electives, 3.6/4.0 overall.

                              BBA, The University of Texas at Austin: GPA 3.4/4.0 in major.  Dean’s Honor List.

                              Passed Level II Chartered Financial Analyst examination & NASD Series 63 and Series 2 (lapsed)

 

Activities:          Houston Bar Association Auxiliary: Lifetime Member, Past Treasurer

                            Kappa Kappa Gamma Charitable Foundation: Business Manager (2005-2015)

                            Kappa Kappa Gamma Alumnae Association: Past By-Laws Chair

                            Museum of Fine Arts Houston: Bayou Bend Decorative Arts Museum Docent (2007-present)

                            Rice University: Shepherd School of Music Advisory Council & Captain James Addison Baker Society

 



 


 

 

 

 

 



Appraisals Over Internet

Does not accept Fee Assignments

Experience as Expert Witness

Experience with IRS Appraisals

Appraisals for personal relationship dissolution

business valuation, dissenting shareholder matters, litigation support, marital dissolutions, tax purposes, gift, estate, corporate conversions, valuations of equity and partnership interests, intellectual property, intangible assets, mediation, depositions

Currently holds

Designation(s)Discipline Specialty
Business ValuationBusiness Valuation

Works in Industries

Industry
Auto/Truck Dealerships
Automotive
Biotechnology
Broadcasting
Business Services
Cable and Television
Chemical
Communication Equipment
Computer Companies/Peripherals
Construction
Consulting
Energy
Engineering
Entertainment
Extractive Industries
Fast Food
Financial Institutions
Financial Services
Fish and Fishing
Food - Processing and Bottling
Gas Stations
Government Contractors
Groceries
Healthcare
High - Tech
Hospitality
Hospitals
Insurance Agencies
Insurance Companies
Jewelry

Purpose of Appraisals

Purpose of Appraisal
Corporate Dissolutions/Shareholder Rights
Family Limited Partnerships
Franchises
Intellectual Property
Mergers and Acquisitions
Pass Through Entities/Partnerships
Professional Practices
Start-ups
Tax Valuations