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Category: Succession/Transition Planning

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Blue & Co. December 2020 Webinars

It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]

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A Solution to Equity Deficits for ESOPs

by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction […]

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Be “Sale Ready” and Maximize Value

Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of […]

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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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In the Chair with Industry Leaders - A Blue & Co., Dental & Veterinarian Series | Video title card showing a vet evaluating a dog on an exam table

In the Chair with Industry Leaders: A Blue & Co. Series – Episode 2

In our second episode of In the Chair with Industry Leaders, we start with two seasoned veterans in the veterinarian community, Thad Miller with DVMmatch and Bill Butler with Butler […]

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Filing Medicare Bad Debt Listings With Medicare Advantage Plans | Medicare Advantage Plans | doctor with stethoscope standing in front of computer monitors

Filing Medicare Bad Debt Listings With Medicare Advantage Plans

Are you maximizing your reimbursement potential with Medicare Advantage (MA) plans? Many healthcare providers are unaware that they can file bad debt listings for additional reimbursement. The key lies in […]

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real estate dealer

Real Estate Dealer vs. Investor: Why the IRS Cares (and You Should Too)

By: Nathan Smith, CPA, Senior Manager at Blue & Co. “You can’t have it both ways” is a sentence many CPAs may have expressed to their clients at one time […]

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