Phil Harwood and Tabetha Vetter discuss what it really takes to build a transition-ready company—beyond profitability—so the business can run without the owner. They break down five practical steps buyers and next-gen successors care about most: documenting key processes, building an empowered leadership team, using clear metrics, reducing customer/supplier concentration risk, and strengthening culture and operational discipline.

In this episode, Phil Harwood and Nancy Jonker of AdaptaWise discuss how unresolved tension and leadership dynamics impact business performance—and how addressing people issues directly can improve results, strengthen teams, and support succession readiness.

Phil Harwood sits down with Derrick McIver, Co-Founder and Managing Partner of Sleeping Giant Capital (SGC), discuss a unique approach to investing—focusing on long-term local ownership and succession solutions. Derrick shares how SGC empowers aspiring CEOs to buy businesses, preserve legacies, and strengthen the West Michigan community.

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.

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.

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.

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.