Why Blue Value Advisors?

Simply Good Business Strategy

When you work with Blue Value Advisors, you can trust that we’ll take care of your business as well as you do.

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Objective Data You Can Use

Every Blue Value Advisor is equipped to take your business to the next level in a way that aligns with your goals. Because BVA is a part of Blue & Co., our clients have access to some of the best valuation experts, business consultants, tax accountants and wealth management services on the market. 

Our promise is this: We meet you where you are today and guide you toward where you want to go tomorrow. Using a customized business analysis, we analyze every aspect of your company, from your financials to exit planning to your views on business transitions. Based on your individual analysis results, we’ll create a roadmap of business priorities that set your company up for success.

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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:

  • Discuss your readiness to transition or sell your business
  • Share options for transitioning out of your business – family transition, employee transition, or third-party transition
  • Determine whether your business is ready for sale

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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.

Our Team

Meet Our Advisors

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

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Business Strategy Resources

Blue Value Advisors Blog

Browse our blogs for our expert advice on exit planning, business transitions, business valuation and more.

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.