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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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qualified opportunity zones

Qualified Opportunity Zones: What’s Changed and What It Means for Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]

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quality of earnings

How a Quality of Earnings Report Protects the Sale of Your Business

By Jonah Gjertson, Senior Consultant at Blue & Co. Preparing to sell your business is a complicated, emotional, and logistically challenging decision with material financial implications. There are many decisions […]

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MGCRB Reclassification Withdrawal: What Hospitals Need to Know for FY 2027

For hospitals that would like to withdraw an approved Geographic Reclassification, the publishing of the FY 2027 proposed rule starts the 45-day window for withdrawing approved Medicare Geographic Classification Review […]

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