Protect Your Business,
Safeguard Your Legacy,
Thrive Through Any Challenge.

Business Continuity Planning

Empowering business owners with expert business continuity planning solutions to navigate disruptions, secure operations, and maintain resilience—no matter what comes your way.

Seamless Operations

Leadership Stability

Legacy Protection

When Uncertainty Hits, Is Your Business Prepared?

Unforeseen disruptions can threaten your organization's stability and future. Have you considered how your business would respond to:

  • IT System Failures

  • Natural Disasters

  • Leadership Absences

  • Weather

  • Disease

  • Political Challenges

Having a comprehensive business continuity plan is essential. These unforeseen challenges risk disrupting operations, shaking stakeholder confidence, and damaging long-term business value.

A single moment of business disruption can have ripple effects across your entire organization—from losing clients' trust to diminishing employee morale and productivity. The future you’ve worked hard to build shouldn’t be vulnerable to events beyond your control.

You built your business from the ground up; don’t let a moment of uncertainty jeopardize everything you’ve worked for.

That’s where we come in.

Silhouette of a person standing by a window, observing lightning storm over a city skyline at night.

Protect What Matters Most 

At Cornerstone, we specialize in creating tailored Business Continuity Solutions that protect what matters most. As seasoned business continuity planning consultants, we help your organization simplify complex risk management strategies into clear and actionable steps.

With our solutions, including rigorous testing protocols, you’ll mitigate risks, manage business disruption, and turn uncertainty into opportunity. This will ensure that your business operations remain seamless and resilient through any crisis.

Business Continuity Plan Advisor

Business Continuity Planning Solutions

Our solutions leverage proven strategies customized to your business's unique needs:

  • We can help you confidently prepare for leadership transitions and ownership changes. Explore our business exit planning services for more information on succession planning.

  • Safeguard the individuals critical to your business’s success during key disruptions.

  • Retain leadership talent even in times of instability.

  • Maintain day-to-day operations with proven continuity frameworks.

  • Connect with trusted partners when realignment becomes essential.

Business Continuity Wealth Advisors

How to Build a Resilient Business Future in
3 Simple Steps


Book Your Free Consultation:

Speak with our expert business continuity planning consultants to assess potential risks and conduct a comprehensive business impact analysis for your business.

1


Collaborate on Your Strategy:

Work with our team to develop customized Business Continuity Solutions and training tailored to your operations and goals.

2


Protect Your Future:

Confidently navigate disruptions, knowing your operations, leadership, and legacy are secure.

3

How Seamless Continuity Transforms Your Business

A comprehensive Business Continuity Plan (BCP) ensures your business is prepared to handle disruptions confidently and clearly. With the right strategies in place, your operations will remain steady no matter what challenges arise. Stakeholders—whether employees, customers, or partners—will see a well-prepared business equipped to adapt and thrive under any circumstances.

When risks are mitigated, and every contingency accounted for, your business becomes genuinely resilient:

  • Address leadership gaps with carefully crafted succession and key-employee plans to ensure smooth transitions and continuity.

  • Minimize operational disruptions using strategic workflows that keep revenue consistent and safeguard stakeholder trust amid any business disruption.

  • Fortify critical resources, from IT systems to supply chains, to eliminate crisis vulnerabilities.

Most importantly, a strategic plan secures the foundation of your organization and protects long-term value. It creates opportunities for growth, bolsters your reputation, and ensures prosperity for years to come. A prepared business thrives and is ready for future threats, challenges, and potential disruptions.

Business Continuity Consulting in Charlotte NC

See What Others Are Saying

"We never knew how vulnerable our business was until we talked to the team at Cornerstone. Their Business Continuity Planning solutions gave us clarity and confidence to face challenges head-on."

Business Continuity Expert in Charlotte NC - Cornerstone Wealth

-Clara H., Business Owner

"The leadership protection plans they recommended safeguarded critical roles and renewed trust from our partners. They are true business continuity planning consultants."

Business Continuity Consulting in Charlotte NC

-Thomas W., Business Founder

Meet Your Business Continuity Planning Advisors

  • Andrew Smith, CFP®, CExP™, AIF®, CLTC®

    Andrew Smith, CFP®, CExP™, AIF®, CLTC®

    Wealth Advisor, Private Wealth Group, Managing Partner

  • Jonathan Brown, CFP, Wealth Advisor, Business Solutions

    Jonathan Brown, CFP®

    Wealth Advisor, Partner

  • Craig Rubrecht

    Craig Rubrecht

    Chief Executive Officer, Managing Partner

  • Joe Sweeney, AIF®

    Joe Sweeney, AIF®

    Director of Business Solutions, Managing Partner

  • Jeff Carbone, Financial Advisor Huntersville, NC

    Jeff Carbone, CFP®, AIF®

    Wealth Advisor, Private Wealth Group, Managing Partner

Get Started On Your Business Continuity Plan Today

Don’t leave your business's future to chance. Partner with Cornerstone Wealth Group and gain the tools, strategies, and confidence to thrive during any challenge. Let us help you safeguard what you’ve built, protect your legacy, and lead with clarity, resilience, and peace of mind—knowing your business is prepared for whatever comes next.

Not ready to schedule a consultation yet?

Assess your business plan with our free download: Is Your Business Ready for the Unexpected?

Frequently Asked Questions About Business Continuity Planning

  • Business Continuity Planning (BCP) is a proactive approach to ensuring your business can operate smoothly during and after unexpected disruptions. It involves developing strategies to address potential risks, such as natural disasters, leadership gaps, IT failures, and supply chain interruptions, to minimize downtime and safeguard operations, employees, and stakeholders. A well-crafted BCP builds resilience and prepares your business for any challenge.

  • Professional consultants bring the expertise to identify vulnerabilities and create customized strategies to mitigate business disruption tailored to your business. Often, business owners feel overwhelmed by the complexity of planning for continuity. Consultants simplify the process, from leadership succession strategies to operational workflows, procedures, and employee protection, ensuring nothing is overlooked. Leveraging their experience will save time, reduce risk, and gain confidence that your business can thrive even in uncertain circumstances.

  • While both are essential components of risk management, Business Continuity Planning focuses on maintaining operations and leadership during disruptions. At the same time, a disaster recovery plan explicitly addresses recovering critical systems and data after a disaster. BCP takes a broader approach, ensuring that every aspect of your business—operations, leadership, and resources—is prepared and safeguarded to keep running during a crisis. Disaster Recovery is a component of BCP, but it primarily deals with IT systems and data restoration.

  • Our Business Continuity Solutions are designed for business owners across various industries, including professional services, healthcare, retail, manufacturing, technology, and more. Whether your business depends on intricate supply chains, client relationships, or specialized teams, our tailored strategies address your unique challenges and priorities.