Client Center

Business Valuation

Know the value of your business.

At BerganKDV, our accredited business valuation analysts understand the unique dynamics that affect value. We work with our clients to understand their needs before applying our experience and analytical skills to empower success. Before performing the appropriate valuation methodologies to reach a fair, objective value of a business, we consider a variety of factors including economic conditions, industry trends, and the organization’s history and performance.

Why do you need a valuation?

A Statements on Standards for Valuation Services (SSVS) compliant business valuation provides the support needed for dissident shareholders, divorce, estate and gift returns, regulatory agencies, and SBA loans. Valuation services are also a key part of the due diligence necessary for successful internal buy/sell transactions, mergers, and acquisitions.


  • Mergers and acquisitions consulting
  • Valuations that correlate to market pricing
  • Straightforward and understandable valuation reports
  • CPAs with strong tax experience
  • A broad background of industry experience
  • Credentialed in valuation and forensics
  • Courtroom and IRS audit success
  • More than 25 years of history in valuation services
  • Preferred provider for five national franchises
  • Both for-profit and nonprofit organizations

How we help

  • Preparing valuation summary, detailed, and calculation reports
  • Educating you on the valuation process
  • Providing industry-specific data
  • Critiquing another firm’s valuation report
  • Offering litigation support services

Business Valuation Team


Chris Shorba

CPA, ABV—Tax Partner

James Ringwald

CPA/ABV, MBA—Tax Manager

Jamie Katz

CPA/ABV, MBT, CVA—Tax Director

Chelsea Cheville

CPA, ABV, MAcc—Tax Manager

Bill Nolte

CPA, MAcc—Tax Senior