Steve Klein, Cpa

Steve Klein, Cpa Email and Phone Number

Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals @ Klatzkin
Steve Klein, Cpa's Location
New York City Metropolitan Area, United States, United States
Steve Klein, Cpa's Contact Details
About Steve Klein, Cpa

I work with owners of privately-hold businesses and healthcare practices to plan for the successful exit from their organization. My goal is to help them create a plan that will allow them to transition and exit from their business/practice, while maximizing the after tax cash proceeds and achieving their non-financial goals. I provide advisory services as it relates to Business Succession, Business Transition, Exit Planning and Mergers & Acquisitions.

Steve Klein, Cpa's Current Company Details
Klatzkin

Klatzkin

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Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals
Steve Klein, Cpa Work Experience Details
  • Klatzkin
    Partner
    Klatzkin 1969 - Present
    Hamilton, New Jersey, Us
    Klatzkin is an accounting and advisory firm, serving the greater New Jersey and Pennsylvania areas. Firm SpecialtiesAccounting, Auditing, Tax and Business Consulting Services, as well as Corporate Finance, Estate Planning, Succession Planning, Bookkeeping Support and other Professional Advisory Services.I work with owners of closely-held and family-owned businesses providing strategic advice on income and estate tax issues, business matters and succession and exit planning strategies.The content contained herein is my own personal view and not written on behalf of Klatzkin & Company LLP. Additionally, information provided does not constitute an accountant-client relationship and cannot be construed as professional advice on behalf of Klatzkin & Company LLP. As such, general information should be viewed as educational in nature, but should not be relied upon.
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  • Exit Strategy Solutions, Llc
    Ceo
    Exit Strategy Solutions, Llc 2010 - Present
    Steve is the founder of Exit Strategy Solutions, LLC, a business transition and exit planning services firm. Steve has been serving as a consultant to owners of privately-held businesses providing input and recommendations for transition and exit planning solutions and merger and acquisition services.His experience includes helping business owners transfer business interests to family members, key employees and outsiders.
  • M. S. Cassen & Company
    Partner
    M. S. Cassen & Company 1964 - 1969

Steve Klein, Cpa Skills

Strategic Planning Mergers And Acquisitions Strategy Small Business Succession Planning Business Planning Accounting Tax Exit Strategies Management Consulting Estate Planning Business Strategy Management Corporate Finance Family Business Marketing Strategy Leadership Consulting Strategic Financial Planning Entrepreneurship Financial Services Financial Analysis Budgets Exit Planning Business Analysis Corporate Tax Risk Management Start Ups New Business Development Business Acquisition Business Transformation Venture Capital

Steve Klein, Cpa Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Accounting

Frequently Asked Questions about Steve Klein, Cpa

What company does Steve Klein, Cpa work for?

Steve Klein, Cpa works for Klatzkin

What is Steve Klein, Cpa's role at the current company?

Steve Klein, Cpa's current role is Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals.

What is Steve Klein, Cpa's email address?

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What is Steve Klein, Cpa's direct phone number?

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What schools did Steve Klein, Cpa attend?

Steve Klein, Cpa attended Indiana University Bloomington.

What skills is Steve Klein, Cpa known for?

Steve Klein, Cpa has skills like Strategic Planning, Mergers And Acquisitions, Strategy, Small Business, Succession Planning, Business Planning, Accounting, Tax, Exit Strategies, Management Consulting, Estate Planning, Business Strategy.

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