Ruben Ramirez, Advisor

Ruben Ramirez

Advisor

  • 12 Years of Experience
  • Certified CPA, ABV, PFS
  • Bachelor’s Degree in Business Finance
  • Master's Degree in Finance
Ruben Ramirez, CPA/ABV/PFS, MSF

Ruben Ramirez serves as a trusted advisor in Blue’s Detroit office working with closely held for-profit businesses and high net worth families. Ruben services companies in various industries, including private equity, manufacturing and distribution, professional services, and real estate.

Ruben specializes in the sell-side M&A process and the related tax implications for business owners including:

  • Quantifying the net proceeds needed to support a successful post-sale lifestyle
  • Identifying estate planning opportunities to assist clients efficiently transfer generational wealth
  • Grooming businesses for sale by ensuring compliance needs are addressed
  • Positioning business owners to drive the buyer selection process
  • Negotiating the terms of a transaction to ensure favorable outcomes and to mitigate any due diligence surprises
  • Facilitating pre-sale business tax structuring to optimize tax implications
  • Overseeing the execution of transaction compliance tax filings

Ruben takes pleasure in developing meaningful relationships with his clients and takes a holistic approach when serving as a trusted advisor.

In his free time, Ruben enjoys spending time with his two sons – often including the occasional nerf gun battle and pillow fight.

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    Education

    Graduated from Wayne State University with a bachelor’s degree in business finance, and from Walsh College with a master's degree in finance.

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    Accreditations

    CPA, ABV, PFS

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    Professional Associations

    Active member of the Michigan Society of CPAs.

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    Resources

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 your business 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.