< Back to Thought Leadership

Blue & Co., LLC Announces the Launch of Blue Value Advisors

CARMEL, Ind. (January 18, 2024) – – Blue & Co., LLC is excited to announce the launch of Blue Value Advisors (BVA), a business advisory and exit planning service line. BVA will be led by Sara Jacobi, CPA, CEPA, Walter Eckert, CPA, CVA, CEPA, Eric Jaske, CPA, CEPA, and John Copeland, CPA, CEPA, four current tax directors at Blue & Co.

“Blue & Co. has a long history of driving innovative solutions that help us better serve our clients and Blue Value Advisors is no different,” said Brad Shaw, managing director at Blue & Co., “I’m thrilled that Sara, Walt, Eric, and John have embraced our values of being responsive, caring advocates, and have built a service dedicated to helping our clients achieve their personal, financial, and life goals.”

BVA clients will have access to valuation experts, business consultants, tax accountants and wealth management services, while Blue & Co. provides its clients with customized resources and services that help them grow and transition their businesses.

All four directors have a combined 75+ years of business advisory experience, are certified public accountants (CPA), and certified exit planning advisors (CEPA).

For more information, please visit bluevalueadvisors.com.

About Blue and Co.

Founded in 1970, Blue & Co., LLC is an independent accounting and advisory firm with more than 500 people in 10 offices across Indiana, Ohio, and Kentucky. Blue’s public accounting expertise includes the practice areas of assurance, tax compliance and consulting, healthcare consulting, benefit plan services, valuation and litigation support, and client accounting services. Its industry specializations include healthcare, construction, nonprofit, manufacturing & distribution, technology, financial services organizations, and agribusiness.

For more information, please visit www.blueandco.com.

About Blue Value Advisors

Blue Value Advisors was launched in 2024 and is a service offering of Blue & Co., LLC, dedicated to the growth and transition of privately-held businesses..

For more information, please visit bluevalueadvisors.com.

###

Share this article

Recent Articles View All Thought Leadership

Inventory management strategies for manufacturers

Balancing Cash Flow and Customer Demand: Key Inventory Management Strategies for Manufacturers

By Tyler Irvine, CPA, Senior Accountant at Blue & Co. Effective inventory management is the backbone of any successful manufacturing or distribution business. It is about much more than just […]

Learn More
Not-for-profit financial statements

Beyond the Balances: What Your Not-for-Profit Financial Statements Are Really Telling You

By Luke Pierce, CPA, Senior Manager at Blue & Co. Leaders in the not-for-profit sector are often required to oversee and understand all parts of their organization. For the many […]

Learn More
Bonus depreciation for thoroughbred owners

100% Bonus Depreciation: Finding the Right Tax Strategy for Your Thoroughbred Operation

By Heather Sunseri, CPA, Senior Manager at Blue & Co. For thoroughbred owners and breeders, tax strategy can be just as important as bloodlines and training decisions. And when President […]

Learn More
Share this article
Share this article