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Steve Klein, Cpa Email & Phone Number

Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals at Klatzkin
Location: New York City Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @klatzkin.com 7 phones found area 609, 732, and 215 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email s****@klatzkin.com
Direct phone (609) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals
Location
New York City Metropolitan Area, United States, United States

Who is Steve Klein, Cpa? Overview

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Quick answer

Steve Klein, Cpa is listed as Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals at Klatzkin, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at klatzkin.com, phone signal with area code 609, 732, 215, and a matched LinkedIn profile for Steve Klein, Cpa.

Steve Klein, Cpa previously worked as Partner at Klatzkin and CEO at Exit Strategy Solutions, Llc. Steve Klein, Cpa holds Bs- Business, Accounting from Indiana University Bloomington.

Company email context

Email format at Klatzkin

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*@klatzkin.com
68% confidence

AeroLeads found 1 current-domain work email signal for Steve Klein, Cpa. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Strategic Planning, Mergers And Acquisitions, Strategy, Small Business, and 28 others.

Current workplace

Steve Klein, Cpa's current company

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Klatzkin
Klatzkin
Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals
AeroLeads page
3 roles · 62 years

Steve Klein, Cpa work experience

A career timeline built from the work history available for this profile.

Partner

Current

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.

1969 - Present ~57 yrs 4 mos

Ceo

Current
Exit Strategy Solutions, Llc

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.

2010 - Present ~16 yrs 4 mos

Partner

M. S. Cassen & Company
1964 - 1969 ~5 yrs
1 education record

Steve Klein, Cpa education

  • Indiana University Bloomington
    Indiana University Bloomington
    Accounting
FAQ

Frequently asked questions about Steve Klein, Cpa

Quick answers generated from the profile data available on this page.

What company does Steve Klein, Cpa work for?

Steve Klein, Cpa works for Klatzkin.

What is Steve Klein, Cpa's role at Klatzkin?

Steve Klein, Cpa is listed as Exit Strategist & Financial Consultant offering Succession Planning for Business Owners & Healthcare Professionals at Klatzkin.

What is Steve Klein, Cpa's email address?

AeroLeads has found 1 work email signal at @klatzkin.com for Steve Klein, Cpa at Klatzkin.

What is Steve Klein, Cpa's phone number?

AeroLeads has found 7 phone signal(s) with area code 609, 732, 215 for Steve Klein, Cpa at Klatzkin.

Where is Steve Klein, Cpa based?

Steve Klein, Cpa is based in New York City Metropolitan Area, United States, United States while working with Klatzkin.

What companies has Steve Klein, Cpa worked for?

Steve Klein, Cpa has worked for Klatzkin, Exit Strategy Solutions, Llc, and M. S. Cassen & Company.

How can I contact Steve Klein, Cpa?

You can use AeroLeads to view verified contact signals for Steve Klein, Cpa at Klatzkin, including work email, phone, and LinkedIn data when available.

What schools did Steve Klein, Cpa attend?

Steve Klein, Cpa holds Bs- Business, Accounting from Indiana University Bloomington.

What skills is Steve Klein, Cpa known for?

Steve Klein, Cpa is listed with skills including Strategic Planning, Mergers And Acquisitions, Strategy, Small Business, Succession Planning, Business Planning, Accounting, and Tax.

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