Closely-Held Business

We are here for you.

Whether you are choosing a new business legal structure, purchasing a stake in a franchise, or expanding your current operations, our team has the experience and dedication to help you achieve your goals.

You will benefit from our holistic approach to serving the business and you, its owners. While every CPA firm knows accounting and tax, we are passionate about getting to know your business and making a meaningful impact. For us, it boils down to our mantra of helping our clients achieve genuine success.

Who we serve.

From public companies, family-run businesses, and high net worth individuals, to newly-formed operations, we assist clients in setting up their systems and conducting their operations to achieve financial success.

Services Overview

quality of earnings

Why a Quality of Earnings Report Matters Before You Buy

By Jonah Gjertson, CVA, Senior Consultant at Blue & Co. Buying a business is a complicated process with material financial implications each step of the way. There are many decisions […]

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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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Indiana disaster tax relief 2026

IRS Extends Federal Tax Deadlines for Storm-Affected Indiana Taxpayers

By Sara Jacobi, CPA, CEPA, Director of Firm Taxation at Blue & Co. The Internal Revenue Service (IRS) announced tax relief for individuals and businesses in certain Indiana counties affected […]

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Connect with our team.

To learn more about our services and areas of expertise, send us a message.