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.

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.

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.

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.

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.

Listen in as Phil Harwood interviews Jessica Jeffrey from Clear Financials about the importance of maintaining updated, accurate financials, why businesses often struggle in this area, and how her firm can help.

In this episode, Phil Harwood provides brief introduction to Tamarisk Business Advisors. Check it out!

Listen in as Phil Harwood interviews Drew Meyers and Aaron Ritsema CFP from private wealth management firm, LaFleur & Godfrey. Discussion topics include aspects of financial management related to succession planning.