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
Iowa Department of Revenue Changing eFile and Pay User ID Requirements June 19, 2017 by BerganKDV Team
Iowa Department of Revenue Changing eFile and Pay User ID Requirements
To increase the security of your tax information, the Iowa Department of Revenue is adding new security features to the department’s eFile & Pay system.
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Have you outgrown your IT Service provider? June 13, 2017 by Scott Meeker
Have you outgrown your IT Service provider?
BerganKDV Business Technology Consultant Scott Meeker talks about having meaningful conversations with your technology services provider.
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How Good Investors Can Make Better Investment Decisions June 12, 2017 by David G. Sparks, CFA
How Good Investors Can Make Better Investment Decisions
That last decision you made about money: was it rational? Irrational? Or just normal (a little bit of both?). If you are wondering what the heck this question even means, it means you’re probably normal.
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Section 179 Expensing – Federal and Iowa Treatment for Tax Year 2016 May 24, 2017 by BerganKDV Team
Section 179 Expensing – Federal and Iowa Treatment for Tax Year 2016
With the Iowa Legislature adjourning April 22, 2017, the rules governing Iowa income tax for 2016 were officially finalized. During the legislative session we were informed that Iowa was not going to couple with federal law for 2016 as it had done for the 2015 tax year.
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