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We’re more than finance. More than tech. More than wealth management.

Clarify Your Path To A More Valuable Business and Turn Your Vision Into Reality

When your BerganKDV team understands what is important to you, we can help guide you towards that vision.

Joining the BerganKDV intentional growth community will unlock 5 virtual sessions and dozens of resources to not only bring you greater clarity and growth in your business, but a team and network focused on getting you there. 

  • Create Wealth
  • Enjoy Work
  • Have an Impact

Join upcoming sessions:

  • General Focus: Tuesdays / 2 pm CST / August 22, 29, September 12, 19, 26
  • Construction and Real-Estate: Fridays / 12 pm CST / September 15, 22, 29, October 6, 13
  • General Focus: Tuesdays / 12 pm CST / October 10, 24, 31, November 7, 14

Register Now


It shouldn’t be this difficult to make progress towards your goals and get good advice from people who ‘get it.’

  • Quit feeling trapped
  • Start making progress
  • Get clear on where you’re going
  • Be confident in your path forward
  • Stop wasting time and money


  • 36 videos (average video length 9 minutes) and 5+ hours with supporting exercises
  • Exercises to help you clarify what you want from your business and why
  • Videos on how to think about your company like a financial asset
  • Modules explaining how your future exit options are impacted by your decisions today
  • How to make sure your time and money are going into strategies that grow the value of your business

Register Now


Principle #1 – Your Drivers. Develop a vision for what success looks like by identifying what drives you and how to identify what you want from your business. Get a better understanding of who you are, what you want from your business and why.

  • Overview of Your Drivers and Vision Wheel
  • The Intentional Growth™ Assessment
  • Identifying your stakeholders & what you want for them
  • Podcasts for Principle #1 - Your Drivers

Principle #2 – Financial Targets. Before you double down on your growth strategy, pick an exit option, and sell your business, you need to understand what your financial targets are and how much your business needs to be worth for you to hit your goals.

  • Overview of the three financial targets 1.) Target Income 2.) Net Worth 3.) Business Valuation
  • Enterprise vs equity value
  • Intrinsic vs transaction value and methods to value a business
  • EBITDA and Normalized EBITDA
  • Multiples of EBITDA and WACC (weighted average cost of capital)
  • Company specific risk and long-term value creation
  • Case Studies - WACC and enterprise vs equity
  • Case Studies - financial targets and net proceeds
  • Asset vs stock sale and typical deal structures
  • Net proceeds calculation and case study examples
  • Podcasts for Principles #2 - Financial Targets

Principle #3 – Exit options. Once you know what you want and what your financial targets are, you can look at multiple exit options through a lens that makes sense to you. Learn how to view exit plans from different angles to understand their impacts on valuation, timing and post-close relationships in order to fully evaluate their fit.

  • The importance of understanding the difference between your ownership and management roles
  • Exit Option #1 - Internal transfer / buyout
  • Exit Option #2 - Acquisition entrepreneur
  • Exit Option #3 - ESOP (Employee Stock Ownership Plan)
  • Exit Option #4 - Private equity firms
  • Exit Option #5 - Strategic buyers
  • Exit Options Attribute Comparison Chart
  • Podcasts for Principle #3 - Exit Options

Principle #4 – Increase Value. Your business is not valued on just the top and bottom line. The value of your company is directly related to how predictable, sustainable, and transferable the cash flow is.

  • Creating sustainable, predictable and transferable cash flow
  • The 8 value drivers (functional areas) of a business
  • Value Driver #1 - A detailed and actionable strategic plan
  • Value Driver #2 - A clear financial strategy
  • Value Driver #3 - sales & marketing
  • Podcasts for Principle #4 - Increase Value

Principle #5 – Team of advisors. In order to optimize your plan and get what you want, you need to hire the best team of advisors you can. Missing one idea or technical piece of the puzzle could cost you hundreds of thousands — if not millions — of dollars.

  • Building the team, areas of expertise and levels of advice
  • The difference between investment bankers, brokers and the process of selling to a 3rd party
  • Podcasts for Principle #5 - Team of Advisors

Illume Advising Shares How Intentional Growth Changed Their Business

  • Don’t spend tons of time and money on growth, only to be in the same spot three years from now
  • Leave with a knowledge base that gives you renewed confidence in making the decisions that are in front of you
  • Don’t get stuck feeling frustrated and anxious
  • Finally feel confident and clear on how to make progress towards your goals

Get Intentional About Running Your Business

1. Register for the training

2. Sign up for coaching calls (on your schedule)

3. Get intentional


Learn More About Our Services

We’re more than finance. More than tech. More than wealth management.