Insights

Niche Exit Planning Steve Beatty Financial specializes in exit planning for owners of closely held businesses, presenting a clear sales opportunity to cross-sell services around business succession, tax optimization, and value enhancement.

Tax-Efficient Strategies With expertise in estate planning and strategic use of life insurance in business and estate contexts, there is potential to upsell advanced tax-advantaged planning solutions and insurance-integrated wealth transfer services.

CEPA Credentials CEPA designation signals credibility in exit planning, enabling sales outreach to high-interest prospects seeking trusted advisors for business exits and wealth transition, including referrals from related financial services networks.

Digital & Tech Readiness Existing tech stack (Calendly, AWS, Cloudflare, Datadog, and more) supports scalable client engagement and analytics, offering opportunities to present modern planning platforms, onboarding automation, and performance dashboards to prospective clients.

Market Position & Growth Revenue in the multi-million range with a focused, owner-centric value proposition positions the firm to target mid-market business owners and closely held enterprises seeking tax-optimized exit planning and legacy planning services.

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Steve Beatty Financial Tech Stack

Steve Beatty Financial uses 8 technology products and services including Calendly, Amazon Web Services, Google Cloud CDN, and more. Explore Steve Beatty Financial's tech stack below.

Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Google Cloud CDN
Content Delivery Network
Webpack
Development
Font Awesome
Font Scripts
Sentry
Issue Trackers
RequireJS
Javascript Frameworks
Datadog
Real User Monitoring

Steve Beatty Financial's Email Address Formats

Steve Beatty Financial uses at least 2 format(s):

Steve Beatty Financial Email Formats	Example	Percentage
First.Last@financialsolutions4business.com	John.Doe@financialsolutions4business.com	50%
FLast@financialsolutions4business.com	JDoe@financialsolutions4business.com	25%
FirstL@financialsolutions4business.com	JohnD@financialsolutions4business.com	25%

Frequently Asked Questions

What is Steve Beatty Financial's phone number?

You can contact Steve Beatty Financial's main corporate office by phone at

+1-702-804-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Steve Beatty Financial's official website and social media links?

Steve Beatty Financial's official website is stevebeattyfinancial.com and has social profiles on LinkedIn.

How much revenue does Steve Beatty Financial generate?

As of August 2026, Steve Beatty Financial's annual revenue is estimated to be $1M - $10M.

What is Steve Beatty Financial's NAICS code?

Steve Beatty Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Steve Beatty Financial have currently?

As of August 2026, Steve Beatty Financial has approximately 1 employees across 1 continents, including North America. Key team members include President: S. B.President: C. S. B.: D. S.. Explore Steve Beatty Financial's employee directory with LeadIQ.

What industry does Steve Beatty Financial belong to?

Steve Beatty Financial operates in the Financial Services industry.

What technology does Steve Beatty Financial use?

Steve Beatty Financial's tech stack includes CalendlyAmazon Web ServicesGoogle Cloud CDNWebpackFont AwesomeSentryRequireJSDatadog.

What is Steve Beatty Financial's email format?

Steve Beatty Financial's email format typically follows the pattern of First.Last@financialsolutions4business.com. Find more Steve Beatty Financial email formats with LeadIQ.

When was Steve Beatty Financial founded?

Steve Beatty Financial was founded in 1989.

Steve Beatty Financial

Q: How many employees does Steve Beatty Financial have currently?

Steve Beatty Financial has approximately 1 employees.

Q: What technology does Steve Beatty Financial use?

Steve Beatty Financial's tech stack includes HSTS, Amazon S3, Lodash, Sentry, Module Federation.

Q: What is Steve Beatty Financial's NAICS code?

Steve Beatty Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesNevada, United States0-1 Employees

Steve Beatty Financial is a small financial advisory practice based in Las Vegas, Nevada. The firm specializes in exit planning for owners of closely held businesses, helping them exit on their own terms with minimal tax impact and maximum value. A key focus is integrating estate planning with business planning, including the strategic use of life insurance in these contexts. Founder Steve Beatty has advised clients since 1989 and holds the Certified Exit Planning Advisor designation, with CEPA credentials from the Exit Planning Institute. His background also includes a Political Science degree from the University of California, San Diego, and he was among the first graduates of the 401(k) Coach Program.