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
Navigating the Critical Planning Events Before and After Retirement March 8, 2019 by BerganKDV Team
Navigating the Critical Planning Events Before and After Retirement
How you plan and invest before you retire is different than how you plan and invest in your retirement years. Recently, Certified Financial Planners Angie Thomas and Adam Heathcote presented a webinar covering the five key areas you need to consider as you prepare for, enter into and live in retirement.
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Intern to CEO: Lessons Learned along the way – Above all else, be a team player February 15, 2019 by Dave Hinnenkamp
Intern to CEO: Lessons Learned along the way – Above all else, be a team player
Ask anyone who works with me, I have a lot of parallels that I draw from my experience in the corporate world and what I learned on the field. The one that stands out to me the most is above all else, be a team player.
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Love is in the Air But Stay Cyber Aware: Internet Romance Scams on the Rise February 13, 2019 by BerganKDV Team
Love is in the Air But Stay Cyber Aware: Internet Romance Scams on the Rise
Valentine’s Day is one of flowers, candy and dates for many but it also brings an increase in scammers trying to take advantage of those looking for romance.
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