Skip to main content Scroll Top

Turn Your Diagnostic Score Into a Concrete Plan Your Whole Family Stands Behind

The Meridian Succession Roadmap: three working sessions with Meridian, every stakeholder at the table, and a step-by-step start to hand a healthy business to a ready next generation.

★★★★★

“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

A number tells you where you stand. It doesn’t fix anything.

You already did what most owners never do: you looked. But knowing your business is exposed and actually protecting it are two very different things.
The conversation that never happens

Dad has one idea. The next gen has another. Nobody says the real thing out loud, and another year passes.

Every year the options narrow

Delay is not neutral. The longer the plan waits, the fewer choices your family has when the day finally comes.

Then a crisis forces it

A health scare. A death. A next gen who took another job. And the family scrambles to do in crisis what should have been done in calm.

Three sessions. Everyone at the table. One plan you all stand behind.

We bring every stakeholder together with Meridian, work through the dynamics and the tough decisions, and turn them into a plan. Even the family members who don’t agree yet.

Align on reality
We get every stakeholder aligned on where the business actually stands today, with no guessing and nothing swept under the rug.
Work through the dynamics
The hard conversations and the decisions everyone has been avoiding, with a skilled outside voice in the room to keep it productive.
Finalize your Roadmap
We turn it all into cohesive next steps: your customized, step-by-step plan for preserving the business through the next generation.
Vision
Clear direction and shared priorities across generations.
People
Aligned leadership and healthy family working relationships.
Money
Sustainable performance and long-term value, protected.

Here’s everything included in your Roadmap

A complete, done-with-you engagement, built around the one thing that decides your legacy: a plan your whole family actually agrees on.

3 Meridian Succession Strategy Sessions

Focused, working sessions facilitated by Meridian to bring owners, next gens, family members, and key stakeholders to the table. Have productive conversations that move succession forward to a complete plan everyone stands behind. Including:

 

  • Family Alignment Facilitation: Neutral facilitation so family members can navigate difficult conversations, resolve differing perspectives, and build alignment around succession goals.
  • Succession Diagnostic Deep Dive: Detailed outline of your diagnostic results that reveal where gaps are and what areas need further attention.

$6,000 value

The Essential-Information Toolkit Access

Meridian’s resource for capturing everything a successor must know, so nothing critical walks out the door.

$1,500 value

Family Business DiSC® Leadership Profile for Key Leaders

A personalized Meridian Family Business DiSC® Leadership Profile that strengthens communication, decision-making, and leadership effectiveness during succession.

$2,995 value

Your Succession Roadmap

A customized summary of key discoveries from your sessions, with your most important priorities and next steps including:

  • A custom priority list
  • Your greatest succession risks
  • Immediate next steps for the next 30 days

$10,500 value

Total value: $20,995 → $7,500

Also Included - These 3 Bonuses:

MeridianMembers 90-Day Trial Membership

Gain access to Meridians online family business resource platform where teams go to find answers to their toughest family business questions.

Exclusive Invitation to Our Next Meridian Live Event

Connect with fellow family business owners who’ve successfully navigated succession and gain insights for how to keep a business strong from one generation to the next.

Succession Momentum Check-In

A follow-up check-in to review progress, answer questions, and maintain momentum as you implement your next priority steps.

Your investment today:

$7,500

Three coaching sessions with Meridian · A concrete Roadmap

 

Put that against what’s at stake: decades of building, and every family depending on it. Inexpensive insurance for your legacy, success, and survival.
Not sure your family would even come to the table? That’s exactly what session one is for.

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

Who you’ll be working with

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 Roadmap is that method, in three focused sessions, with your family at the table.

Questions owners ask before they start

What if my family won’t sit down together?

That is the most common reason owners come to us, and it’s exactly what session one is built to handle. A neutral outside voice changes the whole conversation. You don’t have to get them aligned first. That’s our job.

Is $7,500 worth it for three sessions?

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 meeting most owners take all year.

How soon can we start?

As soon as you order your Roadmap, you’ll promptly receive a phone call to schedule the first of your three sessions.

Who should be in the room?

Every stakeholder in the business: the current owner, the next generation, and any key family members involved in ownership or leadership. The plan only works if the people it affects help build it.

What happens after I order my Roadmap?

It’s simple. You order your Roadmap, then we schedule session one. We only take a handful of families at a time, so spots are limited.

The families who wait all say the same thing

“I wish we had done this sooner.”

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

 

Three sessions · Everyone at the table · A step-by-step Roadmap · $7,500
We only take a few families at a time, and the calendar fills.