Your Business Advocates

Proven Business Strategies

At Blue Value Advisors, we work with you to raise the value of your business so you can exit on your terms.

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Planning for the Future

Meet Us Here and We’ll Take You There

Blue Value Advisors takes a holistic approach to helping you accelerate business growth. With more than 20 years of experience, our advisors start by evaluating where you are today and determine a plan for the future of your business when you decide to step away.

Our comprehensive business risk analysis objectively examines how your business stacks up in the industry. Paired with our business valuation, you’ll get a robust, honest look at where your strengths and weaknesses lie. From there, we create a customized roadmap to continued success in the market.

How We Can Help

Blue Value Advisors Services

Where can Blue Value Advisors help you succeed? Take a look at our list of services. 

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    Exit Planning

    When the time is right, you will leave your company. Whether you retire or move on to another endeavor, you need to think about how your business will function without you and what that will look like. Who will take over? Will you sell to a third party? Will you sell to employees? 

    Start Exit Planning
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    Business Risk Analysis

    It’s easy to have blindspots when working with your business as closely as you do. A business risk analysis helps you take a step back and provides an unbiased look at where your company’s strengths and weaknesses lie. From there, a Blue advisor will work with you to define your goals and create a growth plan.

    Take the Analysis
  • icon-business-valuation

    Business Valuation

    How much is your business worth? In some cases, your perception may not line up with reality. This doesn’t mean you should get discouraged — a business valuation will report how much you’re worth now, help you set goals for future growth and understand your position in the market.

    Speak to an Advisor

What to Expect

The Blue Value Advisors Process

Each of Blue’s certified advisors will meet you where you are today and guide you to where you want your business to be tomorrow with our proven three-step process.

Our advisors get to know your business from top to bottom with a business risk analysis. Advisors will:
  • Uncover opportunities that might be currently bringing down your business value
  • Highlight your most valuable assets
  • Identify where your business stands in the market
  • Assess personal readiness for selling or leaving the business
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With business risk analysis results, Blue Value Advisors works with you to prioritize your goals and make a plan for achieving them. Advisors will:

  • Define the highest and lowest risks your business is taking
  • Discuss timelines for achieving goals
  • Create a mitigation plan to protect your company should an emergency occur
  • Chart a plan for business growth

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During this phase, we’ll discuss what leaving your business will look like, even if it isn’t in your immediate periphery. Advisors will:

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Our Team

Meet Our Advisors

When you work with Blue Value Advisors, you’ll partner with one of our four knowledgeable advisors. 

  • The Ohio Society of CPAs logo
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  • P&D Builders logo
  • Morning View Care Center Community Services logo

  • “Walt Eckert and his team at Blue have given us trusted business advice on a range of topics for a number of years. So when our partnership group came to the realization we needed to have a more strategic company transition plan in place, we turned to Walt. Walt was able to put together a “retirement formula” that met each partners’ concerns. Walt’s insightful consultation and availability exceeded our expectations in creating our revised transition plan.”

    Mac Roberts
    President P&D Builders Ltd. Mac Roberts - p-and-d-builders-logo

  • “My relationship with Blue & Co. started with conducting a review of my business's financial statements to satisfy my bank loan requirements.It has evolved from reviews of financial statements to tax planning, tax consulting, benefits audits, and compliances. Walt Eckert and his team are very knowledgeable, and they are constantly looking out for my best interests. They live up to their mission to learn about what keeps you up at night and find ways to give you peace of mind."

    Dr. Sidi Diakite
    Chief Executive Officer Morning View Care Center Community Services Logo

Let’s Prepare Your Business for the Future

It’s never too early to start thinking about the future of your company — even if leaving it isn’t in the cards yet. Talk to a Blue Value Advisor today to find strategies that improve revenue, protect assets, and prepare you and your stakeholders for what’s ahead. 

Speak to an Advisor