Client Center

Strategic Planning & Advisory Services

No two businesses are alike.

That’s why our CPAs and business advisors customize their strategic planning & advisory services so you receive the proactive, innovative and comprehensive solutions you need.

BerganKDV clients turn to us for strategic planning and advisory assistance when they are:

  • Starting a new venture, product or service.
  • Expanding a current organization, product or service.
  • Buying a new business, product or service.
  • Turning around a declining business.


  • Financial analysis and planning
  • Operational and profitability improvement consulting
  • Succession planning
  • Cost segregation studies
  • Energy tax credit consulting
  • Research and development
  • Risk assessments and internal controls
  • CIO consulting
  • Technology assessments
  • Mergers and acquisitions
  • SBA loan consulting
  • Compensation plans
  • Budgeting
  • Projections
  • Organizational structuring
  • Individual strength utilization

Where we do not have the expertise to assist clients with business opportunities and challenges, we have a network of connections in place to help you find alternatives.