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.


We’ve provided transaction advisory services since the late 1970s 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. Always looking to provide extra value and share thought leadership, we frequently author and lecture at the local, state, and national level.

Services Overview

Business Valuation

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

Forensic Accounting

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