Charter Resource Group

Charter Resource Group is a professional advisory firm specializing in facilitating successful transitions of leadership in family-owned companies throughout the Southeast. We understand that succession is a very personal and delicate decision that must be handled with care. For that reason, each succession plan we develop for our clients is a custom-designed, collaborative, and genuinely human process that emphasizes the importance of a post-succession plan that our clients can genuinely get excited about - as much as the succession plan itself. As a result, we have been fortunate to work with courageous leaders in a variety of fields and industries - healthcare, education, construction, technology, tourism, private equity, university athletics, publishing, manufacturing, distribution, hospitality, and golf. Our greatest satisfaction comes from developing trusted relationships and setting your business up for success.