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Avoid The Hidden Threat That Kills Family Companies

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Without a Plan in Place, the Financial Future of Your Business AND Family Are at Risk

Without a clear succession plan in place, your family business is unprepared for sudden leadership changes, transition to the next generation, and other key factors in lasting business success.

4 Steps to a Successful Leadership Transition
One Complete Guide to Succession Planning
Step 1

Select the Right Person to Become the Next Leader

Step 2

Identify & Organize Necessary Information

Step 3

Best Ways to Transmit Info to Incoming Leader

Step 4

How to Replace Outgoing Leader with Incoming Leader

What Family Businesses Are Saying
About Meridian's Services

“With the training we have received, we have increased our profits, have better hiring practices, and overall process improvements across the enterprise, just to name few of the benefits!”


– Jodi Teal, DavidsonTeal, a family business for 50 years