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Transition Planning Part I (ESOPs/employees)

Eventually, the ownership of every privately-held business will be transitioned in one way or another.  There are many options available to transfer ownership, but they basically fall into one of […]

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Tax Benefits of Working from Your Home

Working from home has its perks – you can skip the commute, have a more flexible schedule, and forego “business professional” dress on many occasions.  If you work from home, […]

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tax strategies for plastic processors

Navigating Industry Headwinds: Key Financial and Tax Considerations for Plastic Processors

By Stephen Stringer, CPA, Director at Blue & Co. If there is one thing most plastic processors can agree on, it’s that operating a plastic manufacturing business has become increasingly […]

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Worksheet S-12 FAQs: Medicare Cost Reporting Explained

By Becca Meredith, CPA, FHFMA, Senior Manager at Blue & Co. For Medicare cost reporting periods ending on or after January 1, 2026, many acute care hospitals will have to […]

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SBA 7(a) quality of earnings requirement

SBA 7(a) Acquisitions: Preparing for New Quality of Earnings Requirements

By Alex Fritz, CPA, Director at Blue & Co., and President at One 2800 Capital Advisors, and Harsh Desai, Totl Manager For borrowers, lenders, and advisors involved in SBA-backed lending […]

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