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.

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.