Client Center
BerganKDV

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
Who Can You Trust? August 20, 2018 by Rich Eckstein
Who Can You Trust?
Someone created a profile and was going to use that to eventually post something with a link containing malware or conduct some type of phishing. Since it is coming from someone you “know” or “trust” you typically don’t think twice about it. 
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Proceeds from an Easement or Right-of-Way August 15, 2018 by Mitch Estling
Proceeds from an Easement or Right-of-Way
When you hear someone talk about building new pipelines or wind turbines, they often refer to securing an easement or a right-of-way. Farmers and ranchers are increasingly receiving easement, or right-of-way payments for expanded roadways, pipelines, wind turbines, electrical towers and similar permanent improvements that have a permanent impact on the use of their property.
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How LEAN Helped Pull Us Together July 30, 2018 by BerganKDV Team
How LEAN Helped Pull Us Together
Three years ago this month, I was part of something epic, something that doesn’t come around very often in a person’s career—a peer merger. This merger melded three entities in seven markets together and overnight, the organization doubled in size when it became BerganKDV.
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Iowa Expands Types of Businesses Required to Collect Sales Tax July 13, 2018 by BerganKDV Team
Iowa Expands Types of Businesses Required to Collect Sales Tax
Iowa Governor Kim Reynolds recently signed Senate File 2417, an extensive state tax reform bill that will greatly impact the tax structure in Iowa. This legislation contains changes to modernize and expand the types of businesses required to collect Iowa sales tax.
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