— Advisory Services
Succession Planning in New York
Future-proofing your organization, honoring your achievements, and ensuring your values carry forward.
From small towns in the Hudson Valley to large companies across the state, succession planning in New York helps maintain continuity across generations.
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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.
In the ever-evolving landscape of business and family-run organizations, succession planning in New York is a key factor in maintaining business continuity, safeguarding legacies, and protecting organizational culture.
At Presti & Naegele, we treat succession planning as a strategic roadmap, not just a shift in leadership. In a region as economically diverse and competitive as New York, a well-prepared transition plan can make all the difference in sustaining long-term success.
For family-owned enterprises, the transition from one generation to the next demands specialized expertise.
Our work in succession planning across New York begins with a careful assessment of your business model, internal relationships, and future vision.
By working hand-in-hand with stakeholders, we ensure the plan considers more than leadership—it supports family harmony, financial continuity, and long-term resilience that aligns with your mission and values.
We bring experience working with family businesses across New York, helping navigate sensitive topics and address challenges before they become roadblocks. From management responsibilities to ownership transitions, we help clients build a framework that preserves both legacy and unity.
Our experts also collaborate with your legal and financial teams to build succession strategies that address tax considerations, wealth preservation, and seamless asset transition across generations.
Choosing Presti & Naegele for succession planning means opting for a personalized, holistic, and strategic approach.
Whether you're preparing for retirement, grooming new leadership, or planning for generational change, succession planning in New York is a smart step toward long-term stability. At Presti & Naegele, we're here to guide you through every stage with clarity, expertise, and care. Get in touch today to begin planning your next chapter.
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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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