Advisory Services

Advisory Service

Advisory Services
Presti & Naegele

At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.

Welcome to Presti & Naegele's Advisory Services where strategic guidance meets financial triumph. Our comprehensive suite of advisory solutions is crafted to empower individuals and businesses. Our Advisory Services includes:

• Asset Protection >
• Forensics >
• International Oversight >
• Mergers and Acquisitions >
• Succession Planning >
• Valuations >

Asset Protection

Asset protection involves a range of legal techniques designed to safeguard assets owned by individuals and businesses. These strategies aim to shield assets from claims arising due to lawsuits, debts, and taxes. Asset Protection is highly individualized and the right strategies depend on your specific circumstances.

Forensics

Our forensic accountants are professionals who use a unique blend of education and experience to apply accounting, financial analysis and investigative skills to uncover truth, assist in financial investigations and ultimately provide a credible analysis that may be relied upon in court or mediation.

We are regularly retained by attorneys, insurers, companies and creditors to engage in investigative accounting and/or the calculation of economic or financial damages. Such analyses typically involve a written report but may also include the delivery of expert witness testimony in depositions, mediation and/or trial settings.

Intenational Oversight

We provide foreign individuals and businesses with comprehensive accounting and tax oversight for their US operations and interests.

Mergers and Acquisitions

Our Merger & Acquisition team provides assistance to both buyers and sellers throughout the merger & acquisition process. We can assist with planning and identifying acquisition targets, negotiations, due diligence, acquisition structuring, closing, and post-merger integrations. Throughout the process, we work to ensure that our clients maximize shareholder value. That means identifying both the value and risk in any potential acquisition, and doing the necessary due diligence to ensure that the interests of our clients are protected at all times.

Succession Planning

Building a successful business is one thing, sustaining success through multiple generations is quite another. Planning for succession once the family leader retires or suddenly passes away helps ensure the family business has the stability and financial resources to survive. Because Presti & Naegele specializes in all aspects of closely-held businesses, we can apply our knowledge and experience in helping you plan for the future.

Valuations

Valuation is a quantitative process of determining the fair value of an asset, investment, or firm. In general, a company can be valued on its own on an absolute basis, or else on a relative basis compared to other similar companies or assets.

There are several methods and techniques for arriving at a valuation—each of which may produce a different value. Valuations can be quickly impacted by corporate earnings or economic events that force analysts to retool their valuation models. While quantitative in nature, valuation often involves some degree of subjective input or assumptions.

Expert Guidance

Trust our seasoned advisors to provide strategic insights tailored to your unique financial goals, ensuring informed decision-making.

Tailored Solutions

Experience personalized advisory services crafted to meet individual and business needs, fostering financial success with precision and care.

Comprehensive Approach

Our advisory services offer a holistic solution, addressing diverse challenges for enduring success.

Collaborative Partnership

Working closely to understand unique circumstances and provide effective, personalized advisory solutions.

Asset Protection

Forensics

International Oversight

Mergers & Acquisitions

Succession Planning

Efficient global operations ensured with oversight and ITIN services for international business compliance and success.

Valuations

Plan for the future with our Succession Planning services. We tailor strategies to ensure a seamless transition, preserving your legacy and business continuity.