Turn Your Guide Into a Plan Your Whole Family Stands Behind
★★★★★
“They did a great job helping our family business out especially with the transition between different generations of family! Would recommend to anyone that is passing on a family business or even just dealing with family in a work environment.”
Chad Kramer — Kramer Oil Company, a family business for over 50 years
★★★★★
“Meridian has been an invaluable partner to our company. The guidance, coaching, and expertise they provide our team have played a significant role in our continued growth and success. We are truly grateful for their partnership and the lasting impact they have made on our organization.”
Shelly Fruge — Guillory Oil Company, Inc., a family business for over 112 years
Knowing the steps and working through them are two different things.
Who is the best person for the role? Do they want to be the next leader? Do they feel ready?
Identify and organize all of the information your next leader may need about the company and their position.
Efficiently transfer all of the necessary information to the incoming leader in a concise and understandable form.
Start the transition from the outgoing leader to the incoming leader smoothly.
Here’s everything included in your Bundle
The bundle that has saved family businesses thousands of dollars in time and money wasted in difficult leadership transition planning!
4-Part Video Series
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Key steps to any transition
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Four basic transition scenarios
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Five steps to success
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And fifteen reflection questions that will catapult your plan
$1,000 value
The Succession Planning Notebook
$250 value
Trusted for decades
Family businesses don’t stay with trusted partners for decades unless something is truly working.
★★★★★
“Working with Meridian has been extremely valuable to improving our bottom line. We’ve increased our profits, have better hiring practices, and overall process improvements across the enterprise.”
Jodi Teal — DavidsonTeal, a family business for 50 years
★★★★★
“Personally, the integrity piece is the most important to myself, and they have it at Meridian.”
Ryan McDaniel — Duncan Oil, a family business for over 60 years
★★★★★
“My company has improved because of Meridian!”
Charlotte Davis — Boswell Oil Company, a family business for over 95 years
★★★★★
“If you listen to what Betsi and her team are telling you, you’ll make money.”
Charles Hyde — Best Wade Petroleum, a family business for over 60 years
Meet the Team Behind the Bundle

The Meridian Team
Betsi Bixby founded the company on the basic but solid principles of “faith and family first” and this transcends to all aspects of our offerings for family business owners, ensuring that we provide the most effective business coaching and consulting.
We don’t just SAY our methods work – we guarantee them. If you aren’t completely satisfied with your experience, we will issue a full refund. As dedicated family business coaches, we are committed to offering unparalleled family business coaching services that make a positive impact on your business and family.
The Bundle is that method, in four focused videos, to get you started on the right path.
Questions owners ask before they start
The families who wait all say the same thing
“I wish we had done this sooner.”