Skip to main content

Succession Planning with Steve Germundson – Part 1

For Agencies looking to transition internally, the landscape continues to change as private equity acquisitions increase. In this episode, we are joined by Steven Germundson of OPTIS Partners an expert in the how, when and whys of succession planning. Steve walks Charlie through the wealth-generating strategies of transitioning your business to the next generation of leaders. Steve and Charlie trade real-world experiences of transitioning business ownership. Making a plan today could make a world of difference when it is time for the senior leadership to pass the torch.

Learn more about Steve Germundson at