Transaction Advisory Services

At Blue & Co., we have the expertise and resources to meet all of your transaction advisory needs. Our team can work with attorneys, bankers, and other accountants and advisors to produce reports and recommend strategies that can be of practical use to you in planning your organization’s success.


Since the late 1970s, we’ve provided transaction advisory services nationally and have more than 25 team members dedicated to transaction advisory services. Our team members are known experts in the field, support attorneys in all areas of litigation, and hold key certifications including Certified Valuation Analyst (CVA), Accredited Senior Appraiser (ASA), and Accredited in Business Valuation (ABV). We are Business Valuation members of the American Society of Appraisers, and our team members also hold certifications in mergers & acquisitions and machinery & equipment appraisals.  

Services Overview

Business Valuation

Are you interested in buying or selling your business? Or are you just trying to determine the value so you can continue to grow? Our team of experts have you covered!

  • Merger and acquisition
  • Machinery and equipment appraisals 
  • Buy/sell agreements
  • Shareholder disputes
  • Due diligence consulting 
  • Employee stock ownership plans
  • Estate and succession planning
  • Purchase price allocation (ASC 805)
  • Financing purposes (SBA)
  • Commercial litigation
  • Charitable contributions
  • Fair value
  • Impairment testing

Succession Planning

Whether you’re in your 40s and planning your retirement or you’re in your 60s and need to make a quick exit, we have access to our own affiliate partnerships that will help you get wherever you need to go. Explore those partnerships below.   

Forensic Accounting

Whether filing for divorce or trying to determine other areas of risk, our team of experts have more than 100+ years of experience serving as a confidential third-party and have an extensive background with litigation work. 

  • Financial modeling/economic damages
  • Post-acquisition dispute matters
  • Dissenting shareholder disputes
  • Accounting disputes
  • Construction claims
  • Marital dissolutions
  • Employee dishonest research
  • Risk assessments
  • Business interruption policies
  • Corporate compliance
  • Internal audits of high-risk areas
  • Bankruptcy
  • Fraud investigations
  • Anti-fraud programs and fraud control design and review
  • Forensic & proceed tracing
  • Insurance claims/business interruptions
  • Loss profits/unjust enrichment
  • Intellectual property damages/disputes
  • Securities fraud
  • Legal damages
  • Employment and loss earning analysis
  • Business Continuity Planning (BCP)
  • Due diligence consulting
Jeff Moffatt received the fellowship designation from the Healthcare Financial Management Association (HFMA)| FHFMA | Jeff Moffatt, FHFMA, CPA/ABV/CITP, ASA, CVA, FACHE headshot

Jeff Moffatt Receives Fellowship Designation from the Healthcare Financial Management Association

CARMEL, Ind. (July 25, 2023) – Blue & Co., LLC is proud to announce that Jeff Moffatt, CPA/ABV/CITP, ASA, CVA, FACHE, recently received the fellowship designation from the Healthcare Financial […]

Learn More

Download the 2021 Physician Fee Schedule Proposed Rule: The Good, The Bad, and The Ugly Whitepaper

For several years, the healthcare community has struggled to find balance between reducing administrative burden, accurately recognizing and recording services provided, and upholding and providing the highest quality care possible, […]

Learn More
A Solution to Equity Deficits for ESOPs

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 […]

Learn More

Connect with our team.

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