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
Supreme Court Ruling Reinforces Compliance Needs - Quill is Killed: Multi-state businesses pay attention June 22, 2018 by Chris Gallo
Supreme Court Ruling Reinforces Compliance Needs - Quill is Killed: Multi-state businesses pay attention
The U.S. Supreme Court ruled in favor of South Dakota in the South Dakota v. Wayfair case on June 21. This means that states and local governments now have the ability to require online retailers to collect and remit sales taxes.
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Will Quill Be Killed? Preparing for Changing Landscape in Multistate Sales and Use Tax Compliance June 18, 2018 by Chris Gallo
Will Quill Be Killed? Preparing for Changing Landscape in Multistate Sales and Use Tax Compliance
In the coming weeks, it is anticipated that the Supreme Court will rule on South Dakota v. Wayfair. This is the first time in more than two decades that the U.S. Supreme Court is revisiting the issue of state tax nexus.
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Tax Reform Impact on Iowa Agribusiness June 14, 2018 by Mike Regan, CPA, CMA
Tax Reform Impact on Iowa Agribusiness
On May 5, 2018 the Iowa Legislature passed S.F. 2417, which provides a substantial change to the tax code of Iowa. The governor signed the billed into law on May 30, 2018. While most provisions to the new tax policy are far off and contingent, it’s important Iowa agricultural producers understand what has changed and how it will impact them. Key provisions impacting the industry include:
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On May 25 the European Union (EU) enforced the General Data Protection Regulation (GDPR) law. Even though this is a European law, U.S. businesses, even businesses who do not conduct business overseas, will be impacted. Read on to learn how you can protect yourself and your business from regulation breaches and vulnerabilities.
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