Our Process

Assess, Grow, Transition

When you work with Blue, our process meets you where you are and helps you grow from there. 

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The Blue Value Advisors Difference

Blue’s CPAs each have more than 20 years of experience, which means they’ve guided hundreds of businesses through the transition process. We understand your pain points, and our depth of knowledge and expertise go beyond other firms who are just getting started in the industry.

We’ll get to know the ins and outs of your business because we care about its success as much as you do. Throughout our process, we’ll build a relationship you can depend on when you’re looking for advice.

  • 75+ years of business advisory experience
  • All four directors are certified public accountants (CPA) and certified exit planning advisors (CEPA)
  • Long-term relationships — many of our clients have been with us for 5+ years
  • 360-degree access to service and consulting from all of Blue’s partners and affiliates
  • Experienced consultants provide an objective and holistic analysis of your business
Sara Jacobi smiling while working with team in conference room

How It Works

Our Proven 3-Step Process

There are three steps we take to assess your business and determine your growth path — ultimately ending with planning your business’s transition. Even if exit planning isn’t on your radar right now, having a plan is just good business strategy.

The first step is to get a thorough analysis of your business from top to bottom and through an objective lens. During the analysis, we’ll:

  • Identify roadblocks bringing down the value of your company
  • Determine your most valuable business assets
  • Determine your company’s value in today’s market 
  • Assess your personal readiness for exiting or transitioning your business
Now that we have your analysis results, it’s time to make a plan. We’ll work with you to prioritize your top goals and build a roadmap to get there. During this phase, we’ll:

  • Discuss the highest and lowest risks you’re taking
  • Determine timelines for goal achievement
  • Outline a general plan to protect your company in the event of an emergency
  • Create a roadmap for growing your business’s value

Whether you’re thinking about it now or not, you will exit your business one day. What will that look like? During this phase, we’ll: 

  • Determine your readiness to transition and/or sell
  • Identify how you will transition out of your business, whether it’s transitioning to a family member or employees or by selling to a third party
  • Ascertain whether your business is ready to go to market
  • Utilize resources like One2800 to find the right buyer, if necessary

Who We Are

Why Work with Blue Value Advisors?

Meet our four advisors and learn more about how we get to know and help your business grow in this video.

500+
consultants
52
Ranked #52 by Inside Public Accounting
4
CEPA-certified consultants

Frequently Asked Questions

Our Process FAQs

Read answers to some of our frequently asked questions about our process.

What should I expect to happen during the Assess stage of the process?

This is the part of the process where the team at BVA gets to know you and your business. With your input, we analyze business risk, benchmark your business against the industry and begin to assess how we can provide value to you and your company.

How is this process unique from what other business advisors offer?

At BVA, our team and other internal resources at Blue & Co. can bring a breadth and depth of knowledge that most advisory groups just don’t have available. We have all advised our clients on the various stages of this process for many years. BVA has now taken the time to add significant structure to this process so that our clients can harvest the value of their business — not only upon exit down the road, but for many years leading up to that exit.

Why is a CEPA-certified professional a better advisor for me and my business?

A CEPA-certified professional is trained in a specific process to help an owner assess their current business situation, create a prioritized plan to build value in their business, and guide the owner toward an exit on their terms and timing.

What is a CEPA designation?

The CEPA designation stands for Certified Exit Planning Advisor and is sponsored by Exit Planning Institute. To earn the CEPA designation, an advisor must attend an initial 40-hour training session, pass an exam, and work in the financial or business advisory space. To maintain the designation, individuals must complete a requisite number of hours of continuing education in exit planning and business advisory. 

Let’s Prepare Your Business for the Future

It’s never too early to start thinking about the future of your company — even if you’re not ready to leave just 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.