Description

Transforming Business. Transforming Lives. Creative Planning Business Services is the business advisory arm of Creative Planning, providing a comprehensive suite of services to support and empower businesses and their owners. Service categories include Audit & Attest*, Business Tax, Outsourced Business Accounting, Payroll, Technology, Mergers & Acquisitions and Consulting, and Business Valuations.

*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Financial Services