Client Center

Planning & Consulting

Strategic solutions for your business.

BerganKDV provides companies facing opportunities – as well as critical challenges – with knowledge and expertise to achieve success.

Whether you need to perform strategic business planning, consider a business valuation, or carry out a risk assessment, we will collaborate with your team to maximize and preserve business value. In this way, BerganKDV forges long-lasting, trusted client relationships.

Planning Consulting

Planning & Consulting Services

Strategic Planning Advisory ServicesStrategic Planning & Advisory Services

No two businesses are alike. That’s why our CPAs and business advisors customize their approach so every client receives the proactive, innovative and comprehensive solutions they need.

Risk Assessment Internal ControlRisk Assessment & Internal Control

The risk assessment and internal control services we offer bring best practice ideas to mitigate and manage risks.

Enterprise Resource Planning

Enterprise Resource Planning
NetSuite is the first and only single integrated cloud platform for CRM, Accounting/ERP and Ecommerce.

Business-ValuationBusiness Valuation

Whether you’re buying a business, selling part of your operation, developing a succession plan or planning your estate, we have the knowledge and experience to help you make informed and educated decisions.

Mergers AcquisitionsMergers & Acquisitions

The BerganKDV specialists can help you carefully analyze the pros and cons of the opportunity, exploring issues like financial projections, operating overlaps and cultural fit.

Fraud ForensicFraud & Forensic

BerganKDV’s team of fraud and forensic accountants are experienced at detecting a wide variety of fraudulent activity.

Family officeFamily Office

BerganKDV’s family office is uniquely positioned to provide a complete range of planning and advisory services to affluent families and family offices.

Litigation SupportLitigation Support

BerganKDV provides support for litigation by helping to your interests in an objective manner.

Succession PlanningSuccession Planning

We can help you strategically plan for the succession of your business and create a comprehensive approach for transitioning the ownership and management of your company.

Are you ready to maximize and preserve your business value?


From Our Blog
Comparison of House and Senate Tax Bill Recommendations December 11, 2017 by BerganKDV Team
Comparison of House and Senate Tax Bill Recommendations
As another piece of the tax reform puzzle falls into place with the passing of the Senate tax bill on December 2nd, many are struggling to keep straight the various proposed tax changes that could potentially affect them and their organizations.
Continue Reading
Meet a Team Member: Sammy Shand November 30, 2017 by BerganKDV Team
Meet a Team Member: Sammy Shand
We were excited to welcome Technology Account Manager Sammy Shand to the BerganKDV Technology team! Between her vast experience in the tech world and her passion for helping others, she has been a perfect fit for our team.
Continue Reading
Year End Reminder Regarding Common Fringe Benefits that are Taxable to Employees and Two-Percent Shareholders November 30, 2017 by BerganKDV Team
Year End Reminder Regarding Common Fringe Benefits that are Taxable to Employees and Two-Percent Shareholders
As 2017 draws to a close, we remind you about the proper inclusion of common fringe benefits in an employee’s and/or two-percent shareholder’s taxable wages.  
Continue Reading
Three Steps to a Successful Brewery November 16, 2017 by BerganKDV Team
Three Steps to a Successful Brewery
To keep the momentum going, and transition your brewing operation from a hobby to a profitable business, there are some fundamental concepts you need to be mindful of. Here are three important areas of focus for putting together a successful operation.
Continue Reading