Succession Planning with Steve Germundson - Part 1
Description
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.
Our podcasts are for informational purposes only and are not intended as legal or financial advice. We strive to present a variety of viewpoints on our podcasts and not all of those viewpoints reflect those of The Iroquois Group.
United States
