Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal
CPA Practice
JUNE 6, 2023
While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. Yesterday’s] deal is a first of its kind in the accounting profession!
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