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

Perry Anne Scott from CONVERGE Coaching & Consulting Interview

In this episode, Phil Harwood sits down with Perry Anne Scott, founder of Converge Coaching & Consulting, to explore what it really takes to build strong leadership inside growing organizations. The conversation focuses on a common challenge: high-performing individuals are often promoted into leadership roles without the tools to succeed. Perry Anne shares a practical, systems-based approach to developing leaders, aligning teams, and creating a shared language across an organization. They also discuss the hidden costs of poor leadership—turnover, disengagement, and founder dependency—and how intentional leadership development can drive long-term value, scalability, and succession readiness. If you’re a business owner or executive navigating growth, this episode offers a clear, grounded perspective on building leadership that lasts.

Build a Business That Can Thrive Without You: Why transition-ready means more than profitable

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.

Nancy Jonker from AdaptaWise Interview

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.

Derrick McIver from Sleeping Giant Capital Interview

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.

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

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.