Business Exit Planning and Consulting Services

Prepare for a confident business transition with strategic exit planning and consulting from F.I.C. Our multidisciplinary team helps business owners organize financial information, evaluate priorities, address risks, and align succession goals with long-term personal and professional plans. With over 35 years of experience and perspectives spanning accounting, investment strategy, risk management, and international finance, F.I.C. delivers thoughtful guidance for complex decisions.

Financial consultants reviewing business transition plans with an owner

Our Business Exit Planning Services

Strategic guidance to help business owners organize finances, prepare for succession, and make informed transition decisions.

Succession Planning

Clarify ownership transition goals, organize essential financial information, and develop a practical advisory framework for business succession and retirement planning.

Financial Readiness

Review bookkeeping, business tax information, and financial records so owners can better understand their company’s position before pursuing a future transition.

Risk Assessment

Identify potential financial and operational setbacks with guidance informed by risk management, investment strategy, and complex financial consulting experience.

Strategic Exit Guidance

Plan Your Business Transition With Clarity

An effective exit plan connects business decisions with the owner’s broader financial and retirement goals. F.I.C. brings accounting, tax, advisory, investment, and risk-management perspectives together to help identify priorities, organize information, and prepare for important conversations. Whether the situation involves succession planning, retirement objectives, or complex financial circumstances, our personalized approach helps replace uncertainty with a clearer path forward.

Advisor discussing a business exit strategy with an owner
The F.I.C. Difference

Why Choose F.I.C.?

F.I.C. combines broad financial expertise with personalized guidance for complex business decisions.

Deep Experience

Over 35 years of experience across accounting, tax, insurance, retirement planning, and financial consulting.

Integrated Expertise

A multidisciplinary team connects business advisory, investment strategy, risk management, and financial organization.

Personalized Guidance

Customized solutions reflect each owner’s circumstances instead of relying on a one-size-fits-all approach.

Global Perspective

Chicago roots and international experience support clients managing inter-state or cross-border financial considerations.

Meet The F.I.C. Team

Experienced advisors and specialists support complex financial planning decisions.

Portrait of Al Beheary, CEO of Financial Innovations Consulting

Al Beheary

CEO

Al Beheary serves as CEO of Financial Innovations Consulting (F.I.C.), bringing entrepreneurial vision and deep expertise in international and inter-state government accounting to the firm. With a strong background in investment strategy, Al works closely with individuals and companies to organize their finances, align their investment portfolios, and achieve their long-term financial and retirement goals. His leadership has guided F.I.C. through over 35 years of growth, expanding the firm from its Chicago roots to a multi-office organization with an international presence in Ireland and Egypt. Al's commitment to empowering clients with knowledge and personalized financial solutions remains at the core of everything F.I.C. does.

Portrait of Siobhan Kieran, COO of Financial Innovations Consulting

Siobhan Kieran

COO

Siobhan Kieran serves as Chief Operating Officer of Financial Innovations Consulting (F.I.C.), bringing extensive experience working with both individuals and large multinational corporations. As a seasoned risk manager, Siobhan specializes in identifying potential financial setbacks and equipping clients with the foresight and long-term safeguards needed for personal and professional success. Her expertise spans strategic planning, operational oversight, and risk mitigation, making her an invaluable resource for clients navigating complex financial landscapes. Siobhan's client-centric approach and commitment to delivering proactive, comprehensive financial strategies reflect F.I.C.'s core values of transparency, integrity, and excellence.

Portrait of Mary Kay, Administration and New Business Specialist at Financial Innovations Consulting

Mary Kay

Administration/New Business Specialist

Mary Kay serves as Administration and New Business Specialist at Financial Innovations Consulting (F.I.C.), playing a key role in welcoming new clients and ensuring seamless onboarding experiences. With a detail-oriented and client-focused approach, Mary Kay helps individuals, families, and business owners navigate the first steps of their financial journey with F.I.C. Her organizational expertise and dedication to exceptional service contribute to the firm's reputation for personalized, responsive client care. As part of F.I.C.'s experienced administrative team, Mary Kay helps uphold the firm's commitment to clarity, transparency, and making every client feel supported from day one.

Portrait of Thomas Sandhof, Administration and Retention Specialist at Financial Innovations Consulting

Thomas Sandhof

Administration/Retention Specialist

Thomas Sandhof serves as Administration and Retention Specialist at Financial Innovations Consulting (F.I.C.), focusing on nurturing long-term client relationships and ensuring ongoing satisfaction with the firm's services. Thomas plays a vital role in maintaining the trust and loyalty of F.I.C.'s diverse client base, which spans individual taxpayers, small business owners, and large corporations. His dedication to client retention reflects F.I.C.'s core belief that lasting financial partnerships are built on consistent communication, reliability, and personalized attention. Thomas works to ensure that every client continues to receive the high-quality financial guidance and support they expect from F.I.C.

Portrait of Aine Breen, Administrative Assistant at Financial Innovations Consulting

Aine Breen

Administrative Assistant

Aine Breen serves as Administrative Assistant at Financial Innovations Consulting (F.I.C.), providing essential support that keeps the firm's daily operations running smoothly and efficiently. Her organizational skills and commitment to excellent service ensure that clients, colleagues, and partners receive timely, professional assistance across all of F.I.C.'s service areas. Aine's contributions help maintain the high standards of accuracy and responsiveness that F.I.C. is known for across its Chicago headquarters and beyond. Her dedication to supporting both the team and the clients she interacts with reflects the firm's client-centric values and commitment to operational excellence.

Portrait of Matt McDowell, Marketing Specialist at Financial Innovations Consulting

Matt McDowell

Marketing

Matt McDowell serves as Marketing Specialist at Financial Innovations Consulting (F.I.C.), responsible for communicating the firm's comprehensive range of financial services to clients across Chicago, the United States, and internationally. Matt plays a key role in building F.I.C.'s brand presence and helping individuals, families, and business owners understand how the firm's expertise can address their unique financial needs. His work supports F.I.C.'s mission to be a trusted, accessible financial partner for a diverse clientele. Through targeted marketing strategies, Matt helps connect those facing complex financial challenges with the expert guidance F.I.C. has provided for over 35 years.

Portrait of Sara Peterson, Insurance Assistant at Financial Innovations Consulting

Sara Peterson

Insurance Assistant

Sara Peterson serves as Insurance Assistant at Financial Innovations Consulting (F.I.C.), supporting the firm's comprehensive insurance services for individuals, families, and businesses. Sara assists clients in navigating insurance options, policy details, and coverage solutions, ensuring they have the protection and clarity they need to make confident decisions. Her role is integral to F.I.C.'s one-stop financial services model, which combines accounting, tax, retirement planning, and insurance under one roof. Sara's attentive, client-focused approach helps ensure that every insurance client receives accurate information and responsive support, reflecting F.I.C.'s commitment to excellence and transparency.

Portrait of Cara Kennedy, Irish Logistics Specialist at Financial Innovations Consulting

Cara Kennedy

Irish Logistics

Cara Kennedy serves as Irish Logistics Specialist at Financial Innovations Consulting (F.I.C.), managing the firm's operational coordination from its international office in Drogheda, County Louth, Ireland. Cara plays a critical role in supporting F.I.C.'s international service delivery, helping bridge the firm's Chicago-based operations with its European clientele and partners. Her expertise in cross-border logistics ensures that clients in Ireland and beyond receive the same high standard of financial service that F.I.C. is known for across the United States. Cara's work reflects F.I.C.'s commitment to providing seamless, globally connected financial solutions for an increasingly international client base.

Frequently Asked Questions

What should an exit plan include?

An exit plan should address the owner’s desired transition, succession or ownership considerations, financial and tax information, risk factors, retirement objectives, and the steps needed to prepare the business. It should also connect business decisions with personal financial goals. F.I.C. can help organize the relevant information and provide advisory perspectives for a more informed planning process.

When should a business owner start exit planning?

Can exit planning support succession planning?

What financial records are useful for exit planning?

Does F.I.C. help with business tax considerations?

Can exit planning address business risks?

Does F.I.C. work with businesses in different locations?

How do I begin an exit-planning consultation?

Ready To Discuss Your Future Plans?

Talk with F.I.C. about organizing your next business transition.

Start Planning Your Business Exit

Share your goals and financial questions so F.I.C. can help identify the right next steps.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (773) 202-9393. You can also send us a quick email at TAX@FICMN.COM.