fbpx

Category: Succession/Transition Planning

< Back to Thought Leadership

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

Photo of M. Jane Shawver | Jane Shawver Named President of Blue Benefits Consulting

Jane Shawver Named President of Blue Benefits Consulting

COLUMBUS, Ohio. (July 1, 2025) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that M. Jane Shawver, QKC, QKA, has been named President of […]

Learn More
Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee | BB Kings | Nashville, Tennessee | Knoxville, Tennessee | Chattanooga, Tennessee

Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee

CHATTANOOGA, Tennessee (July 1, 2025) — Blue & Co., a leading accounting and advisory firm, is proud to announce the grand opening of its newest office in Chattanooga, Tennessee. This […]

Learn More
Wage Index Timeline Blog Post | Doctor typing on tablet at desk

Wage Index Timeline: Mid-Year Update and Looking into 2026

As we head into the second half of the 2025 calendar year, there are a few major dates that you need to be aware of for wage index purposes. These […]

Learn More