Indianapolis, IN
Blue & Co. Deepens Its Service Offerings With the Acquisition of Indianapolis-Based Alerding CPA Group
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CARMEL, Ind., Nov. 25, 2022 (GLOBE NEWSWIRE) — The accounting and consulting corporations of Alerding CPA Group (Indianapolis, Indiana) and Blue & Co., LLC (Carmel, Indiana) have introduced their merger. The mixed agency will function as Blue & Co., LLC (Blue & Co.), efficient Dec. 1, 2022.
This acquisition will present Blue & Co. with a higher market share within the Indianapolis metropolitan space. Blue & Co. might be including greater than 20 workers from Alerding, together with 4 Administrators (companions) with experience in Worker Inventory Possession Plans (ESOPs) consulting, trustee companies, mergers and acquisitions, succession planning, and enterprise and private tax methods. Alerding brings intensive area of interest expertise serving the wants of Manufacturing, Building, Not-for-Revenue, Skilled Providers, and Tech industries within the Midwest.
“We’re thrilled to announce this merger with the Alerding CPA Group, a 2022 Inside Public Accounting Prime 500 Agency,” mentioned Brad Shaw, managing director of Blue & Co., LLC. “Michael (Mike) Staton and Dave Garrett have been each former workers at Blue, so it has been very thrilling to welcome them again. We’re assured that the addition of the excellent group from Alerding will assist us deepen our capacity to serve our shoppers all through the Midwest, particularly in Indianapolis. Alerding is an ideal match for Blue and our agency’s progress technique. We proceed to search for accounting and consulting corporations with cultures much like Blue & Co., together with a passionate concentrate on consumer expertise and repair.”
Mike Staton is without doubt one of the founding members of Alerding CPA Group and is a graduate of Marian College the place he obtained his B.S. in Accounting. He’s a present member of the American Institute of Licensed Public Accountants (AICPA) and the Indiana CPA Society and is the treasurer of the Indiana State Licensed Improvement Company. Staton has been in public accounting for 36 years.
“We have at all times tried to place our shoppers’ wants forward of the whole lot else and it’s for that purpose that we in the end got here to this resolution to hitch a prestigious agency like Blue & Co.,” mentioned Staton. “Whereas we’re ecstatic about this great growth alternative, we wish our shoppers to relaxation assured that they may nonetheless take pleasure in the identical native, customized service that they’ve come to worth with the additional benefit of a giant community of assets.”
Dave Garrett is a graduate of Radford College in Virginia the place he obtained his B.S. in Accounting. He’s a present member of the AICPA and the Indiana CPA Society and gives monetary steerage to the Middle for Sufferer and Human Rights. Garrett has been in public accounting for 30 years.
Along with Staton and Garrett, Jered Fuquay and Sarah Gregory will be a part of Blue as Administrators and Lou Ann Taylor will be a part of Blue as a Director Emeritus.
Jered Fuquay is a graduate of Indiana College the place he obtained his B.S. in Accounting and Finance and The College of Texas the place he obtained his M.S. in Skilled Accounting. He’s a present member of the AICPA, the Indiana CPA Society, and the Institute of Inside Auditors. Fuquay has been in public accounting for 20 years. He has served on a number of audit and finance committees of native and nationwide not-for-profit organizations, together with committee roles with the Ronald McDonald Home of Indiana, Mom Theodore Catholic Academies, and the United Spinal Affiliation.
Sarah Gregory is a graduate of Indiana College the place she obtained her B.S. in Accounting and Finance. She is a present member of the AICPA, the Indiana CPA Society, and the Affiliation of Licensed Fraud Examiners. Gregory is a Finance Committee Member for Gown for Success Indianapolis and has been in public accounting for 16 years.
Lou Ann Taylor is a graduate of Outdated Dominion College the place she obtained her B.S. in Accounting. She is a present member of the AICPA and the Indiana CPA Society. Taylor has been in public accounting for greater than 25 years.
This group and their employees deliver greater than 126 years of expertise to Blue and can whole greater than 480 professionals in 10 places of work throughout three states.
To study extra, go to www.blueandco.com/alerding-merger.
Contact Data: Tom Harper Chief Progress Officer [email protected] 513-379-3683
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Source: Blue & Co., LLC