Succession Planning since

1994

Charter Resource Group is a professional advisory firm specializing in facilitating successful transitions of leadership in privately held companies.

There are a number of essential questions that arise when one considers how to best conclude a career well lived.  What do I do next? Who takes over? Are they ready? Do I want to exit completely or stay around a bit longer while someone else does the heavy lifting?  What about the money? A lump sum or an earn out?  What happens to our culture and reputation?  For 26 years we have been helping leaders answer these questions and more.  Succession will happen… Will it be done well?

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