CARMEL, Ind. (January 18, 2024) - - Blue Value Advisors (BVA) is excited to announce its official launch where it will provide business advisory and exit planning services to business owners nationwide.
"Today, as we introduce Blue Value Advisors to the world, we do so with hearts full of gratitude and a commitment to nurturing lasting relationships with our clients," said Sara Jacobi, one of the founding directors of BVA, "We saw a need to help clients grow and transition their businesses on their own terms, and it's our promise to them to be a reliable, caring, accountability partner who helps them through every step of their journey."
BVA will be led by Sara Jacobi, CPA, CEPA, Walt Eckert, CPA, CVA, CEPA, Eric Jaske, CPA, CEPA, and John Copeland, CPA, CEPA, four current tax directors at Blue & Co., LLC. All four directors have a combined 75+ years of business advisory experience and are all certified public accountants (CPA) and certified exit planning advisors (CEPA).
“The idea behind BVA came about because over the years, we’ve seen example after example where a little planning in advance could have provided significantly more value to our clients or made a transfer even more successful,” said Eckert, “We recognize that our clients are on a journey, and at BVA, our mission is to meet them where they are and to help them reach those goals.”
BVA is a service offering of Blue & Co., LLC, an independent accounting and advisory firm with more than 500 people in 10 offices across Indiana, Ohio, and Kentucky.
"As we launch Blue Value Advisors, I am reminded of the spirit of entrepreneurship that lives within the culture of Blue," said Copeland, "My colleagues and I are continuing the tradition of expanding our organization to better meet the needs of our clients and I couldn't be more excited to partner with such a talented team."
BVA clients will have access to valuation experts, business consultants, tax accountants and wealth management services, while Blue & Co. provides its clients with customized resources and services that help them grow and transition their businesses.
“What makes me excited to work with clients is the passion that they have in their businesses and how it is similar to the passion my team and I have for our own work," said Jaske, "When you get to work business owner to business owner you can share in the joy of their success, and we find that incredibly rewarding.”
Founded in 1970, Blue & Co., LLC is an independent accounting and advisory firm with more than 500 people in 10 offices across Indiana, Ohio, and Kentucky. Blue’s public accounting expertise includes the practice areas of assurance, tax compliance and consulting, healthcare consulting, benefit plan services, valuation and litigation support, and business services. Its industry specializations include healthcare, construction, nonprofit, manufacturing & distribution, technology, financial services organizations, and agribusiness.
For more information, please visit www.blueandco.com.