Under the Tamarisk Tree

Phil
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Join us for insightful discussions related to succession planning, business valuation, and value acceleration. Hosted by Tamarisk Business Advisors. Please visit tamariskadvisors.com to learn more.

  1. 4D AGO

    Align Your Personal, Financial, and Business Goals: 5 Keys to a Confident Transition

    In this episode of Under the Tamarisk Tree, Phil Harwood and Tabetha Vetter discuss how to align your personal, financial, and business goals to prepare for a confident transition, especially as more owners approach succession. They also share a quick behind-the-scenes update on what Tamarisk Business Advisors is working on— including Tabetha’s upcoming book designed to help business owners navigate their exit.

    19 min

  2. 12/21/2025

    Stepping Into Freedom: Designing Life After Your Business

    Phil Harwood and Tabetha Vetter explore what it means to step into freedom after business ownership. This conversation outlines five key considerations to help owners design a purposeful, intentional life beyond their business—focusing on identity, time, place, ongoing involvement, and legacy.

    16 min

  3. 11/25/2025

    Your Path to Freedom. How Owners of Every Age Plan Life Beyond Their Business

    Phil Harwood and Tabetha Vetter discuss the essential considerations every business owner should make when planning for life beyond their business. From defining your future vision to preparing emotionally for the transition, this episode offers a clear, practical overview for owners at any stage.

    15 min

  4. 10/27/2025

    Welcome to Tamarisk Business Advisors

    Listen in as Phil Harwood and Tabetha Vetter introduce Tamarisk Business Advisors and share how their firm helps business owners navigate the complex process of succession, plan successful exits, and protect their legacy.

    3 min

  5. 10/26/2025

    Shina Culberson from Quist Financial Interview

    Listen in as Phil Harwood talks with Shaina Culberson of Quist Valuation about why business valuations matter for succession planning. They cover certified appraisals vs. planning-focused tools, explain market multiples and discounted cash flow in plain terms, and highlight how “intangible” drivers (team, systems, customers) and regular check-ins help build long-term value.

    45 min

  6. 10/26/2025

    Why Succession Planning Takes Time

    Listen in as Phil Harwood and Tabetha Vetter discuss why thoughtful succession planning takes time and why starting early is key to a smooth transition.

    12 min

  7. 10/12/2025

    Dave Mullins from SalesStar Interview

    Listen in as Phil Harwood and Dave Mullins from SalesStar engage in an insightful discussion about the value of having a strategic sales system and how this relates to succession planning.

    38 min

  8. 10/12/2025

    Kelly Cousineau from Owners Outpost Interview

    Listen in as Phil Harwood interviews Kelly Cousineau from Owners Outpost about how business owners may plan strategically for their next adventure, after exiting their businesses and how her firm helps business owners plan for their exit.

    35 min
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About

Join us for insightful discussions related to succession planning, business valuation, and value acceleration. Hosted by Tamarisk Business Advisors. Please visit tamariskadvisors.com to learn more.

Information

  • Creator
    Phil
  • Years Active
    2025 - 2026
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © 2026 Under the Tamarisk Tree
  • Show Website
    Under the Tamarisk Tree