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Succession Planning in Connecticut
Securing your business future, honoring your hard work, and ensuring your values lead the next generation.
From historic towns to corporate centers like Stamford and Hartford, succession planning in Connecticut supports a seamless leadership transition that keeps your values intact.
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Succession Planning
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
For both private businesses and family-led organizations, succession planning in Connecticut is a vital step toward maintaining operational continuity, protecting legacy, and upholding foundational values during times of transition.
At Presti & Naegele, we view succession planning as a deliberate and strategic process. In a state like Connecticut—where long-standing family businesses and growing enterprises thrive—having a well-developed plan in place helps ensure stability through leadership change.
For family-owned enterprises, the transition from one generation to the next demands specialized expertise.
Our approach to succession planning for Connecticut clients starts by understanding the personal, financial, and organizational goals behind your business or family enterprise.
Through close collaboration with stakeholders, we craft succession strategies that emphasize more than just leadership shifts. We focus on long-term planning, intergenerational collaboration, and protecting the wealth you’ve built.
We have extensive experience supporting family businesses through transitions, fostering open conversations, and addressing sensitive matters head-on. From assigning leadership roles to structuring ownership transfers, we help Connecticut families preserve both their legacy and their relationships.
In tandem with your legal and financial advisors, we design well-rounded succession plans that account for tax planning, asset management, and long-term financial preservation.
Choosing Presti & Naegele for succession planning means opting for a personalized, holistic, and strategic approach.
Whether you're leading a business, planning retirement, or setting your next generation up for success, succession planning in Connecticut is a wise investment. Presti & Naegele is here to help you approach that transition with clarity and confidence. Connect with us today to begin the process.
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Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
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Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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