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
Passing Down the Family Cabin April 23, 2018 by Sam Rouman CFP®, CLU, ChFC, AIF®, Wealth Advisor
Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
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Leadership Lessons I Have Learned Along the Way April 23, 2018 by Becky Morgan
Leadership Lessons I Have Learned Along the Way
I still have the privilege of working with business owners and other clients but as my responsibilities have increased at the firm, I have been required to focus more of my time on our firm’s business, rather than working in the business.
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Did You Know: Filing for an Extension Can Be a Good Idea? April 11, 2018 by Mitch Estling
Did You Know: Filing for an Extension Can Be a Good Idea?
With less than a week to go to meet the April 17 tax deadline, there are some circumstances where you may want to consider hitting pause rather than rushing through your tax return preparation.
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Wealth Management Quarterly Update – April 2018 April 8, 2018 by BerganKDV Team
Wealth Management Quarterly Update – April 2018
Economy Roars, Markets Mew. We may look back on the days of daffodils and tulips in 2018 as the sweet spot of the economic cycle for the current bull market. It is difficult to see how the statistics could get much better. Yet, investors may have begun to ask themselves how long bright blooms might last.
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