— Advisory Services

Succession Planning in Los Angeles

Building a lasting future, protecting your legacy, and maintaining your values in a city defined by ambition and reinvention.

In a region where industries like entertainment and real estate drive growth, succession planning in Los Angeles helps safeguard your success for the next chapter.

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P&N's

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.


In both corporate and family-run settings, succession planning in Los Angeles is essential for maintaining business momentum, protecting multigenerational legacies, and keeping leadership values intact.

At Presti & Naegele, we view succession planning as a strategic initiative that goes far beyond filling a leadership role. It’s about navigating complex transitions thoughtfully and with precision. With Los Angeles’s unique mix of industries—from entertainment to tech—forward-looking succession strategies are more crucial than ever.

For family-owned enterprises, the transition from one generation to the next demands specialized expertise.

Our customized succession planning services for Los Angeles businesses and family enterprises start with a close examination of your internal operations and relationship dynamics.

We work collaboratively with your leadership and family members to design a long-term plan that looks past the leadership handover. Our method addresses sustainability, family structures, and the crucial protection of generational wealth.

Our team understands the nuances of family-owned companies and places a strong emphasis on healthy communication and conflict prevention. Whether it’s assigning leadership positions or managing ownership stakes, we guide Los Angeles clients through the process with a focus on preserving family relationships and business stability.

We coordinate closely with trusted legal and financial advisors to craft well-rounded plans that address taxes, asset allocation, and wealth preservation strategies that align with your long-term vision.

Choosing Presti & Naegele for succession planning means opting for a personalized, holistic, and strategic approach.

Whether you're a business founder, executive leader, or part of a family enterprise, Presti & Naegele is here to help guide your future. Succession planning in Los Angeles is an investment in leadership continuity and legacy preservation. Contact us to begin a journey marked by strategic foresight and sustainable success for generations to come.

Servicing Nationwide

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Let's talk about how we can improve your business.

Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.

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Tailored Solutions for Financial Success

Explore Our Comprehensive Services at Presti & Naegele Accounting Offices

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Tax Services

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Client Accounting Services

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Advisory Services

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Forensic Accounting

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Valuations Service

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QuickBooks Services

P&N INDUSTRIES

Industries We Serve

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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Architecture

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Construction

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Dental Practices

Ecommerce

Finance

Food & Beverage

Franchises

Hospitality

Law Firms

Manufacturing & Distribution

Marketing

Medical Practices

Nonprofits

Professional Services

Real Estate

Real Estate Agents & Brokers

Retail

Small Business

Technology

Architecture

Construction

MORE THAN JUST ACCOUNTING

Great Clients

Awesome Reviews

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.

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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.

Stacy L.

CLIENT REVIEW

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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!

Michael S.

CLIENT REVIEW

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Brian and P&N's professional, personable and prompt team makes accounting and tax matters fun and streamlined. They're been helping me and my staff with personal and business tax filings for more than 5 years. A+

Bryan M.

CLIENT REVIEW

OUR LOCATIONS

  • Manhattan Location

    Address: 225 West 35th Street, 5th Floor New York, NY 10001

    Phone: (212) 736-0055

    Email: Email us Directly [+]

  • Stamford Location

    Address: 350 Bedford Street, Suite 303 Stamford, CT 06902

    Phone: (203) 356-1061

    Email: Email us Directly [+]

  • Long Island Location

    Address: 487 Jericho Turnpike, Syosset, NY 11791

    Phone: (212) 736-0055

    Email: Email us Directly [+]