Are You Ready to Exit Your Business?

Get the tools and the knowledge you need to  protect and increase the value of your business and learn the many options you have for the eventual sale or transition out of your business.

What Is an OwnerRoundtable Event?

This event will give you the tools and the knowledge to know how to protect and increase the value of your business as well as discuss the many options you have for the eventual sale or transition out of your business. There will be subject matter speakers that will share invaluable information that WILL help you take your business to the next level.  You must register to attend.

Your Las Vegas Organizer

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Financial Solutions for Business

Steve Beatty, Certified Exit Planner

Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide.

Strategic tax planning, wealth management, business and estate planning are all areas that Steve specializes in and has worked in extensively. He earned his Political Science degree from the University of California-San Diego and additionally earned his Accredited Investment Fiduciary (AIF) designation from the Center of Fiduciary Studies at the University of Pittsburgh. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors.

At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. During his junior year of college, he met his wife Hilde on an exchange program to Bergen, Norway. They were married in 1989 and live in Las Vegas, Nevada with their three children. Steve enjoys golf and racquetball.

Professional Achievements
• Million Dollar Roundtable Member since 1993
The Premier Association for Financial Professionals®
-Top of the Table Member since 2004
-Court of the Table Member since 2002
• Wealthy 100
-Member and Founder of Las Vegas chapter
• Top 40 Under 40
-In Business Las Vegas

Community Service
• Faith Lutheran Junior and Senior High Business Advisory Council
-Executive Board Member
• Girls Youth Softball Coach
• Boys Youth Baseball Coach

Register For An Event in Las Vegas

There are no upcoming events at this time.