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
- Business valuations
- Buy/sell agreements
- Succession planning
- Mergers and acquisitions
- Regulatory guidance
- Employee benefit plans
- Business services
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Connect with our team.
To learn more about our services and areas of expertise, send us a message.
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
Chattanooga, Tennessee’s business community is known for its innovation and collaboration — values we live by at Blue & Co. That’s why we’re excited to open our newest office right in the heart of it.![]()
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As Brad Shaw, Managing Director, shared:![]()
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“Our expansion into Tennessee reflects our firm’s dedication to building strong relationships and delivering personalized service that drives long-term success. We’re excited to join a community known for its entrepreneurial spirit and collaborative business environment...”![]()
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The Chattanooga office will be led by Director Todd Schiavone who has more than 25 years of experience in healthcare consulting and reimbursement. In addition to Schiavone, two senior managers, Meghan Campbell and Mark Daffer, will be based in Chattanooga. ![]()
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🔗 Read the full announcement: hubs.la/Q03vrb720![]()
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#TheBlueWay #NowInTennessee #BlueAndCo
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