Family Business Breakthroughs

What happens when you sell your family company—then have to win it back?

Jodi Scott, CEO of SpryLife and cofounder of Green Goo, tells the riveting story of selling to a “values-aligned” acquirer, watching it unravel, firing her entire legacy team in under 24 hours, and battling for 18 months to buy the business back in December 2024.

Rooted in health psychology and integrative medicine, Jody blends science and soul to build plant-ba...

What happens when a family business faces a turning point no one saw coming? In this episode of Family Business Breakthroughs, host Jim Berner sits down with Gary Flynn, CEO and co-owner of M. Dumas & Sons—an iconic Charleston retailer with roots dating back to 1917.

When third-generation owner David Dumas developed a degenerative eye disease that left him blind, he was faced with a heart-wrenching decision: close the doors on h...

Succession can make or break a family business. When done well, it builds trust, preserves relationships, and strengthens the company for generations. When mishandled, it can fracture families and sink businesses.

In this episode, cohosts Jim Berner and Sheila Janan talk with Betsi Bixby about a real family business that almost lost everything by trusting the wrong partner.

You’ll hear how a father, who doubted his children’s abilit...

Many family businesses grow, expand, and build wealth — but behind the scenes, debt quietly piles up. For some, it becomes a way of life. But it doesn’t have to.

In this episode, cohosts Jim Berner and Sheila Janan talk with Betsi Bixby, who shares real-life stories of family businesses that believed debt was just part of doing business until they realized it was holding them back.

You’ll hear how owners overcame millions in debt, i...

High turnover was draining this family business to the tune of over $2 million a year. They thought their only problem was finding enough warm bodies to fill positions. But the real issue ran deeper: hiring without culture fit and onboarding without support.

In this episode, Jim Berner and Sheila Janan talk with Betsi Bixby about how this company transformed its approach to hiring and culture. You’ll hear how they applied the Meridi...

When a young Next Gen leader took over his family’s wholesale business, he swore he’d never get into retail. But fate — and a repossessed store — had other plans.

In this episode, Jim Berner, Sheila Janan, and Betsi Bixby share the real-world story of how this leader overcame fear, leaned on Meridian’s systems and coaching, and grew his convenience store portfolio from 1 to 15 (with a goal of 25).

You’ll learn how culture became hi...

In this final episode of our Money Matters mini-series, we tackle the often misunderstood world of financing for family businesses. Host Jim Berner sits down with Meridian’s founder, Betsi Bixby, to explore what really drives lending decisions, how to avoid overpaying, and why debt can be a powerful tool—or a major risk.

Betsi shares real stories from the field, insights from her banking career, and actionable advice on managing ba...

Profits and cash aren’t the same—and understanding that difference is key to running a thriving family business.

In this episode, Jim Berner and Meridian founder Betsi Bixby explore smart, creative strategies for increasing profitability, from analyzing trends to uncovering hidden opportunities in your community (or even your payables!).

You’ll learn:

• The key difference between cash and profit (and why both matter)
• How one family b...

Cash and profitability are not the same thing—and ignoring that truth can sink a business.

In this episode of Family Business Breakthroughs, host Jim Berner sits down with Betsy Bixby, founder of Meridian Associates, to unpack one of the most misunderstood parts of business: cash.

From decades of experience helping family companies thrive, Betsy shares the critical difference between having a profit and having available cash—and why...

In today's episode we will be discussing the third component of people, Execution. We are joined by Betsi Bixby, the Founder of Meridian Associates with over 30 years of experience supporting family businesses.

You'll hear Betsi’s insights on:

• Fostering accountability among team members
• Why execution fails
• Balancing short term needs with long term goals
• Reflecting on failed goals
• How to improve execution
• Self reflection
• Reflecting on s...

In today's episode we'll be discussing the best ways to conquer people issues with leadership. We are joined by Betsi Bixby, the Founder of Meridian Associates, with over 30 years of experience supporting family businesses.

Listen in for insights on:

• Qualities that make a high performing leader
• Communicating goals
• Improving leadership skills
• Understanding communication styles
• Handling resistance
• Measuring effectiveness
• Creating positiv...

In today's episode we will be discussing the best ways to conquer people issues with culture. We are joined by Betsi Bixby, the Founder of Meridian Associates with over 30 years of experience supporting family businesses.

Listen in for insights on:

• How culture can impact a company
• How turnover and culture correlate
• Key elements to a strong culture
• The benefits of a strong culture
• Core values
• How leaders can implement a strong culture
• H...

In today's episode we will be discussing the third component of vision, systems. We are joined by Betsi Bixby, the Founder of Meridian Associates with over 30 years of experience supporting family businesses. We will be getting Betsi’s insight on:

• What a system is
• Why a good system is important
• Importance of documentation
• How do these systems support vision and structure
• What a bad system causes
• Questions to ask about your system

In today's episode we will be discussing the second component of vision, structure. We are joined by Betsi Bixby, the Founder of Meridian Associates with over 30 years of experience supporting family businesses. We will be getting Betsi’s insight on:

• Why structure is important
• Creating an optimal structure
• The need to change structure with growth
• How to pinpoint structural problems
• How much businesses can save from restructuring
• Indi...

In today’s episode, we have the pleasure of speaking with Betsi Bixby, the Founder of Meridian Associates, who has over 30 years of experience supporting family businesses. One of the key components of the Meridian Method is vision strategy, and we’ll be gaining Betsi’s insights on:

• Why vision strategy is so important
• Common mistakes family businesses make
• Why Meridians approach is so impactful
• Questions to ask in a strategy meetin...

You may not shoot webs or leap tall buildings, but as a family business, you do have superpowers—ones that give you a real edge in today’s market.

In this episode, Jim breaks down what makes family-owned businesses uniquely powerful, from building authentic customer trust to creating workplaces where people feel like family—not just numbers.

You’ll hear surprising stats, real-life examples, and a clear call to action: own your ident...

There is no better person to interview about next-gen family leaders than a next-gen leader. In this episode, we’re joined by Sheila, the next-gen owner of Meridian Associates! Listen as she shares her insight on:

• The process of succession
• Having a professional and personal relationship
• Traversing the bumps that come along with family business
• Transitioning to working with family
• The positive impacts on your relationship working wit...

Are Gen Z workers really the problem or are we just hiring the wrong way?

In this episode of Family Business Breakthroughs, host Jim Berner tackles the hot topic of hiring Gen Z in today’s workforce. Inspired by a viral Yahoo Finance article on employers firing Gen Z grads just months after hiring them, Jim digs into what’s really going wrong—and more importantly, what family businesses can do about it.

You’ll walk away with three ac...