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  • Welcome to Tamarisk Business Advisors
    Oct 27 2025

    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.

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    3 Min.
  • Why Succession Planning Takes Time
    Oct 26 2025

    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.

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    12 Min.
  • Shina Culberson from Quist Financial Interview
    Oct 26 2025

    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.

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    45 Min.
  • Dave Mullins from SalesStar Interview
    Oct 12 2025

    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.

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    38 Min.
  • Kelly Cousineau from Owners Outpost Interview
    Oct 12 2025

    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.

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    35 Min.
  • Jessica Jeffrey from Clear Financials Interview
    Oct 12 2025

    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.

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    31 Min.
  • Introduction to Tamarisk Business Advisors
    Oct 12 2025

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

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    3 Min.
  • Drew Meyers & Aaron Ritsema from LaFleur & Godfrey Interview
    Oct 1 2025

    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.

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    32 Min.