— Advisory Services

Succession Planning in Nashville

Building a lasting future, protecting your legacy, and keeping your values at the heart of your organization.

Whether you're part of Nashville’s booming healthcare sector or a legacy family business, succession planning in Nashville helps guide a successful transition.

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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.


Across businesses and family-led organizations, succession planning in Nashville plays a crucial role in ensuring a smooth transition, honoring legacy, and maintaining leadership values.

At Presti & Naegele, we approach succession planning as a strategic process, not just a change in leadership. In a city like Nashville—where tradition meets rapid growth across industries like healthcare, entertainment, and hospitality—careful planning ensures your business continues to thrive for generations.

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

Our process for succession planning in Nashville begins with a detailed understanding of your business or family dynamics, priorities, and long-term vision.

We work closely with stakeholders to craft a strategy that extends beyond a single transition. Our approach ensures ongoing stability, fosters family cohesion, and safeguards the wealth and legacy you've built over time.

We’re skilled in handling the nuances of family-run businesses, creating space for honest conversations and resolving complex dynamics. Whether it's dividing ownership or planning future leadership, we help Nashville families move forward while preserving what matters most.

In partnership with your legal and financial advisors, we shape integrated succession plans that cover everything from tax strategy to asset protection and intergenerational wealth management.

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

Whether you're a founder, CEO, or part of a multi-generational family enterprise, succession planning in Nashville is your pathway to long-term success. At Presti & Naegele, we're here to guide the way—ensuring your legacy is protected and your future is secure. Contact us today to begin a thoughtful and proactive planning journey.

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 [+]