Business Continuation Plan

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What is a Business Continuation Plan?

Portfolio Solutions® provides business succession guidance to our clients who are CEOs, business owners, entrepreneurs, senior management teams, boards and next-generation family business leaders. Whether your situation relates to the transfer of a smaller local business or a larger entity with overseas operations, we are here to guide you on assessing your options.

You can learn more about some basic concepts surrounding business succession planning by clicking on the video link, and contact us anytime at 248-689-1550!


All information presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed.  This information is distributed for education purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service. Please click here to see our blog disclosure, which immediately follows the “Applicable Law and Venue” section.

Beginning December 9, 2022, advisory services and related content on this website, including the video presentations herein, are offered and provided through Prime Capital Investment Advisors, LLC, a federally registered investment adviser. Prior to this date, all such services and related content were offered and provided through Liberty Wealth Advisors.