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
National Cybersecurity Awareness Month: 5 Ways to Keep Your Workplace Secure October 16, 2017 by BerganKDV Team
National Cybersecurity Awareness Month: 5 Ways to Keep Your Workplace Secure
October is National Cybersecurity Awareness Month, an annual campaign to raise awareness about cybersecurity. Creating a culture of cybersecurity is critical for all organizations—large and small businesses, academic institutions, nonprofits, and government agencies—and is a responsibility shared among all employees.
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Meet a Wealth Advisor: Angie Thomas, CFP® October 8, 2017 by BerganKDV Team
Meet a Wealth Advisor: Angie Thomas, CFP®
Angie’s degree in psychology and her background in communications suits her well for her role as a wealth  advisor. She is a natural at listening to what keeps clients up at night and what their dreams are for their families.
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New Rules for Certain Minnesota Limited Liability Companies October 8, 2017 by BerganKDV Team
New Rules for Certain Minnesota Limited Liability Companies
The Minnesota Secretary of State is sending out notice alerts to owners of limited liability companies formed in Minnesota prior to August 1, 2015. The purpose is to alert companies they should review their organization to determine if any changes need to be made.
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Summary of Trump’s Tax Reform Plan September 29, 2017 by BerganKDV Team
Summary of Trump’s Tax Reform Plan
The Trump administration and select members of Congress have released a “unified framework” for tax reform.
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