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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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Blue & Co., LLC Names Sara Jacobi Firm Director of Taxation

CARMEL, Ind. (February 5, 2025) – – Blue & Co., LLC is proud to announce that Sara Jacobi has been named the firm’s Director of Taxation. “We are thrilled to […]

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What Indiana Nonprofit Hospitals Need to Know: Executive Order 25-22 and House Bill 1004

On January 21, 2025, Indiana Governor Mike Braun signed Executive Order 25-22, addressing the provision of charity care by nonprofit hospitals in the state. The order acknowledges that Indiana does […]

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team working on policies

New Year, New Me: “Exercises” to Strengthen your Organization in 2025

By Andrew Brock, CPA, Senior Manager at Blue & Co. As the new year begins, it is often a time for setting personal and professional goals. The colloquial saying behind […]

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