Creative Planning Acquires BerganKDV
June 5, 2023
Creative Planning, a leading independent wealth management firm, has acquired BerganKDV, the 58th largest CPA and advisory firm in the U.S. The deal brings roughly 600 BerganKDV employees into Creative Planning, expanding the firm's accounting, tax, audit and business advisory capabilities and furthering its growth in business services and wealth-adjacent offerings.
- Buyers
- Creative Planning
- Targets
- BerganKDV
- Industry
- Accounting & Tax
- Location
- United States
- Transaction Type
- Buyout
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