Blue & Co. is a top 60 regional accounting and advisory firm with a long-standing commitment to serving the ESOP community. With deep experience working alongside employee-owned companies across a variety of industries, Blue provides tailored guidance that supports both the technical and cultural aspects of ESOP ownership.

The firm offers a comprehensive range of services designed to meet the unique needs of ESOP companies, including business valuation, audit and assurance, tax planning and compliance, fairness opinions, and transaction advisory support. Blue works closely with ESOP trustees, owners and management teams, bankers, third-party administrators, and other advisors to help organizations navigate plan administration, financial reporting, and regulatory requirements. Their team also brings experience in areas such as valuation support, sustainability planning, and preparing companies for ownership transitions.

Beyond compliance, Blue focuses on helping ESOP companies strengthen financial performance and long-term value. By combining technical expertise with a practical understanding of employee ownership, Blue & Co. supports organizations in aligning their financial strategies with the goals of their management teams and Employee-Owners.

Contact