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Turn Your Guide Into a Plan Your Whole Family Stands Behind

The Meridian Succession Bundle: four informative videos, one follow-along workbook, and the next steps you need to secure your legacy.
Check out your sneak preview!

★★★★★

“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.

Most guides end up in a downloads folder, right next to good intentions. That’s why we built the Succession Bundle! Get clarity on:
How to Select the Next Leader

Who is the best person for the role? Do they want to be the next leader? Do they feel ready?

What Info is Needed

Identify and organize all of the information your next leader may need about the company and their position.

How to Train the Next Leader

Efficiently transfer all of the necessary information to the incoming leader in a concise and understandable form.

How to Transition Smoothly

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

Four video lessons built by Meridian Founder and family business expert Betsi Bixby. Dive deep into:
  • Key steps to any transition
  • Four basic transition scenarios
  • Five steps to success
  • And fifteen reflection questions that will catapult your plan

$1,000 value

The Succession Planning Notebook

A key tool designed to follow alongside the 4 expert videos included in your bundle. Walk through all the steps and questions Betsi breaks down in real-time, at your own pace so that you can start building your plan!

$250 value

Total value: $1,250  $149.95

Your investment today:

$149.95

Simplify and Fast-Track Your Family Succession Plan

 

Put that against what’s at stake: decades of building, and every family depending on it. Inexpensive insurance for your legacy, success, and survival.

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

That is the most common reason owners come to us, and it’s exactly why we created this bundle! This is a do-it-yourself, at your own pace resource to get started on your plan so that you can have more peace of mind.
Weigh it against what’s at stake: decades of building and every family that depends on the business. This is very inexpensive insurance for your legacy’s survival, and it’s the highest-return video series most owners will ever receive.
As soon as you order your Bundle, you’ll promptly receive a link to your videos and downloadable notebook. After that, a Meridian expert will call you to check in on your progress and answer any questions you might have! We are in your corner.
Every stakeholder in the business: the current owner, the next generation, and any key family members involved in ownership or leadership. The steps in these videos only work if the people they affect are part of the conversation.

The families who wait all say the same thing

“I wish we had done this sooner.”

You already got the Guide…The only question left is which family you’ll be: the one that planned in calm, or the one that scrambled in crisis.

 

Four Videos · A Personal Notebook · An Action Plan to Get Started on Your Plan · $149.95