Top Business Valuation Experts and Services

F.I.C. provides thoughtful business valuation guidance for owners, investors, buyers, and companies navigating growth, succession, retirement, or complex financial decisions. Our multidisciplinary team combines accounting, business advisory, investment strategy, and risk management experience to help you understand your company’s financial position and make informed decisions with greater clarity and confidence.

Financial advisors reviewing business valuation documents with a business owner

Our Business Valuation Services

Valuation guidance for owners, investors, and companies making important financial and strategic decisions.

Business Valuation Analysis

We review relevant financial information, business circumstances, and strategic objectives to help establish a clear, supportable understanding of a company’s value.

Financial Review

Our team examines financial records and business information to identify the factors that influence value, performance, risk, and future decision-making.

Strategic Advisory

Valuation insights can support succession planning, retirement decisions, business growth, investment strategy, and other complex financial choices.

Strategic Financial Clarity

Clearer Insight Into Business Value

A business valuation can provide an informed foundation for major decisions involving ownership, growth, succession, retirement, investment, or strategic planning. F.I.C. brings together accounting, tax, investment strategy, risk management, and business consulting perspectives to develop personalized guidance rather than a one-size-fits-all answer. Our experience serving businesses across the United States supports a practical, comprehensive approach to complex financial questions.

Advisor explaining business valuation analysis to company owners
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, investment strategy, and financial consulting.

Multidisciplinary Team

Accounting, tax, insurance, retirement, risk management, and business consulting expertise under one roof.

Personalized Guidance

Customized solutions reflect each company’s circumstances, objectives, financial information, and decision context.

Global Perspective

International and inter-state accounting experience supports businesses with complex financial considerations.

Meet The F.I.C. Team

Experienced financial professionals help clients navigate complex decisions with clarity.

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 is business valuation?

Business valuation is the process of assessing the economic value of a company. It considers relevant financial information, business operations, market context, risk, assets, performance, and the purpose of the valuation. The result can help owners, investors, buyers, successors, or advisors make more informed decisions involving growth, succession, retirement, investment, or other strategic financial matters.

What do valuation specialists do?

How much does it cost to do a business valuation?

When should a business owner get a valuation?

What information is needed for a business valuation?

How can a valuation help with succession or retirement planning?

Can business valuation support investment or growth decisions?

Does F.I.C. work with businesses outside its local offices?

Still Have Business Valuation Questions?

Talk with F.I.C. about your company’s financial and strategic needs.

Discuss Your Business Valuation Needs

Share your goals and circumstances so F.I.C. can explain the next steps for your valuation consultation.

Contact F.I.C.

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.