At Charter Resource Group, we don’t see your succession plan as a business transaction—we see it as a human experience. 



Studies show that a large percentage of our personal identity comes from work. When that essential function of our everyday life disappears, it’s no surprise that people often lose their sense of purpose in life—especially those who have held positions of leadership. 

At Charter Resource Group, our goal is to help CEOs and business owners, family- or private-owned, design a succession plan that they feel confident in, allowing you to spend time with the people or business endeavors that matter most in this next phase of your life. 

The Secret Behind Our Succession Planning Process

By making the decision to sell or hand over the reins of your business, you’ve already done the hardest part. That’s where Charter Resource Group comes into the picture. Using our human–centered planning process, we ensure you have a succession plan that you genuinely feel excited about.

If all of this sounds too good to be true, we invite you to learn more about our succession planning process:

1. WE START BY FOCUSING ON YOU
   We begin with a comfortable conversation over a good cup of coffee. During this conversation, we aren’t speaking to a CEO or business owner—we’re speaking to the person behind that title. This allows us to discover your true passions, talents, interests, and the most relevant and productive ways for you to spend time in your next endeavor—whether that endeavor finds its way onto a resume or not. All this happens before we ever begin mapping out the succession process itself.
   
   
2. WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH
   When it comes time to start mapping out your succession process, we maintain our human-focused approach. In our decades of experience, we’ve learned that there is no formula or proprietary process to help business owners or CEOs design their succession plan. That’s why we refuse to recycle succession plans. Instead, we build a custom-fit plan tailored to you and your businesses.
   
   
3. WE WORK WITH YOU, AT YOUR PACE
   Because every succession case is its own dynamic life form, we know it’s important that we allow space and time for each planning phase to have its own life cycle, without a pre-set deadline or timeline. We work collaboratively, basing every decision entirely on your successor's competence and your confidence in the business. We do not apply any artificially prescribed dates in a succession timeline.
   
   
4. WE EMPLOY A PRACTICAL PLANNING APPROACH
   When you’re ready to start planning and setting timelines, we make sure you don’t miss a single detail. We’ll go through every spreadsheet, ensuring you get a proper pay out, assisting with the professional development and leadership guidance of your successor, and establishing a plan to preserve the company’s culture and reputation throughout the transition. You can rest assured that the experienced duo behind Charter Resource Group is with you every step of the way.
   
   
5. WE MAKE OUR RESOURCES, YOUR RESOURCES
   We are invested in your success. That’s why we commit to giving you access to our full network of resources, ensuring you and your business are fully supported throughout the next phase. Because succession planning is such a personal endeavor, we’ll consider you a life-long friend, and we remain committed to your continued success. We’re also around if you ever care to swing a golf club, but we can discuss that more over coffee.