Business Consulting

“Blue Trust’s Business Consulting team has been walking alongside our family business during our succession from Gen 4 to Gen 5. In the last six months, they have mapped out a succession planning timeline, helped our family gain a collective vision, and developed individual discipleship plans to prepare and equip the next generation.”

– Ashley Luse *
Luse Contracting Group

Whatever you do, do your work with all your heart, as for the Lord, rather than men.

Colossians 3:23

Blue Trust’s Business Consulting division leverages biblical wisdom and practical expertise to advise business owners as they seek to faithfully steward the companies with which they have been entrusted. We exist to serve business owners in the following ways:

  • Aligning Business Direction
  • Enhancing Corporate Value
  • Preserving Legacy

Our Focus

Helping You Connect With a Greater Purpose

The Business Consulting Division focuses on helping companies experiencing challenging situations, needing strategic financial advice, and anticipating major ownership change. We employ a highly consultative approach to meet these needs utilizing the following core services:

Aligning Direction

Developing a direction-driven organization takes intentional planning and continued focus to achieve.

These are a few of the ways we help our clients ask the “right” questions:

  • Assessing corporate health, viability, and governance
  • Defining mission, vision, and core values
  • Developing a clear organizational structure
  • Evaluating leadership strategy
  • Defining relational clarity

We ask the following questions to help our clients determine their purpose:

  • WHY was the company created?
  • WHAT are you doing with what you have been given?
  • HOW are you building a business bigger than you?
  • WHO is being developed to replace you?

Our Distinctive Characteristics

  • Our Uncommon Perspective
    We believe that principled wisdom and sound stewardship principles can be practically applied to build, sustain, and grow healthy, valuable companies.
  • Our Holistic Approach
    Blue Trust’s significant experience with business enterprises and the often-accompanying unique needs of the family allow us to handle the complexity involved in these situations with a fully integrated team approach.
  • Our Stewardship Focus
    Many business owners desire to be generous in and through their business but are often limited through their cash donations. We work with business owners to create strategies to be generous with both the financial and relational capital (e.g., employees, clients, vendors, and community influence) with which they have been entrusted, which furthers their ability to be good stewards.
  • Our Corporate Advisory Experience
    The Blue Trust consulting team members have been hand-selected based on their expertise in working with family-owned and other closely held businesses in the middle market. Our advisors collectively have more than eighty years of experience working across multiple industry sectors and all stages of a company’s life cycle.

Testimonials

 
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Bob Hawkins

For the last eight years, Jeff Wernick and the Business Consulting arm of Blue Trust have consistently provided me in my role as president, our leadership team, and our company with excellent professional advice. They have captured our vision, understood our culture, interacted regularly with our leadership, evaluated our pain points, and advised us through significant corporate and industry change. All this has resulted in market share growth, increased employee morale, and a very bright future.

Bob Hawkins
Harvest House Publishers

Terrie Hill

As with most small business owners, the partners of our company and I found the process of selling the business to be unfamiliar territory. Jeff was recommended to us and immediately became an invaluable part of our journey. He patiently educated us in the process, negotiated effectively on our behalf, and helped us maximize the value of the company. Jeff was professional and responsive in all aspects of his work with us. He impressed both our team and the acquirer’s team with his effectiveness and calm demeanor throughout the process. The owners and I could not have been more pleased with Jeff’s involvement with our transaction and would strongly recommend him to others considering a merger or acquisition for their company.

Terrie Hill
Former CFO, ACT Security

Mike Eddy

[Blue Trust] quickly gained the trust and respect of our three children that were in the business … [they’ve] been able to approach sensitive subjects and begin fruitful dialogues …

Mike Eddy
Beacon Fisheries

Rob Milam

[Blue Trust] guided me through developing a mission statement and corporate values that aren’t just corporate psychobabble nonsense, but meaningful objectives that fix our team’s attention on a target that drives us toward success.

Rob Milam
zumBrunnen

Debbie Varner

[Blue Trust] … asked thoughtful, probing questions, quickly got a good grasp of our company, and was able to bring back a good, solid analysis of next steps.

Debbie Varner
Varner Resources

Ashley Luse

Blue Trust’s Business Consulting team has been walking alongside our family business during our succession from Gen 4 to Gen 5. In the last 6 months, they have mapped out a succession planning timeline, helped our family gain a collective vision, and developed individual discipleship plans to prepare and equip the next generation.

Ashley Luse
Luse Contracting Group

Resources

Discover our resources for:

  • Leadership clarity
  • Establishing company culture
  • Enhancing business value
View Our Resources for Business

Meet the Team

See Bio

Brian-Shepler

Brian Shepler

CEO

See Bio

Jeff-Wernick

Jeff Wernick

Managing Director, Business Consulting

See Bio

Rob Smith

Sr. Business Consulting Advisor

See Bio

Ben Rodman

Business Consulting Associate

View Our Factsheet

FREE Business Health Assessment

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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