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

from Under the Tamarisk Tree · host Phil

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.

Episode metadata supplied by the publisher feed · Published Feb 3, 2026

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

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