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Thought Leadership

When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.

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Wooden house with green check mark | Interest Rate Changes Impact Business Valuation and Estate Planning

The Impact of Interest Rates on Business Valuation and Estate Planning

By Robert W. “Bob” Evans Principal at Blue & Co., LLC The interest rate changes that occurred in 2022 and 2023 have created a window of opportunity for certain business […]

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Blue & Co.'s December 2020 Webinars | Free webinars | Financial services and consulting | PPP | Paycheck Protection Program Webinar | Manufacturing Webinars | Cybersecurity Webinars

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 […]

Learn More
Grandparents on a beach carrying their young granddaughter on their shoulders | Estate Tax Planning Top of Mind Going into Election Day | Income Tax Planning Services in Columbus Ohio | Estate Tax Planning Services in Columbus Ohio | Blue and Co. LLC

Estate Tax Planning Top of Mind Going into Election Day

By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for […]

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
Things to Consider When Buying_Selling a Business

Things to Consider When Buying/Selling a Business

by Dustin Brown Buying or selling a business can be daunting. There are many items to consider such as 1) the structure of the transaction (e.g. stock or asset sale/purchase) […]

Learn More
Be “Sale Ready” and Maximize Value

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 […]

Learn More
Transition Planning Part I (ESOPs_employees)

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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What’s Your Business Exit Plan_ Make It Part Of Your Tax Planning.

What’s Your Business Exit Plan? Make It Part Of Your Tax Planning

It may seem odd to develop a business exit plan this soon, but you must look out for your own financial future. You have to consider your company’s income and […]

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Webinars

Wooden house with green check mark | Interest Rate Changes Impact Business Valuation and Estate Planning

The Impact of Interest Rates on Business Valuation and Estate Planning

By Robert W. “Bob” Evans Principal at Blue & Co., LLC The interest rate changes that occurred in 2022 and 2023 have created a window of opportunity for certain business […]

Learn More
Blue & Co.'s December 2020 Webinars | Free webinars | Financial services and consulting | PPP | Paycheck Protection Program Webinar | Manufacturing Webinars | Cybersecurity Webinars

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 […]

Learn More
Grandparents on a beach carrying their young granddaughter on their shoulders | Estate Tax Planning Top of Mind Going into Election Day | Income Tax Planning Services in Columbus Ohio | Estate Tax Planning Services in Columbus Ohio | Blue and Co. LLC

Estate Tax Planning Top of Mind Going into Election Day

By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for […]

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
Things to Consider When Buying_Selling a Business

Things to Consider When Buying/Selling a Business

by Dustin Brown Buying or selling a business can be daunting. There are many items to consider such as 1) the structure of the transaction (e.g. stock or asset sale/purchase) […]

Learn More
Be “Sale Ready” and Maximize Value

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 […]

Learn More