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The Family Business Vision Series
Strategy, Structure & Systems for Family Business Success
In family business, vision isn’t just about where you’re going, it’s about how you’re going to get there. That’s why at Meridian, Vision is one of the three core pillars of the Meridian Method™, alongside People and Money.

 

In this special three-part series excerpt from Family Business Breakthroughs Podcast, host Jim Berner is joined by Meridian founder Betsi Bixby to unpack the 3 components of the Vision pillar: Strategy, Structure, and Systems.

 

Whether you’re a third-generation leader or just beginning your family business journey, these episodes are packed with insights to help you lead with clarity, alignment, and confidence.
1: Lead with Vision, Win with Strategy
Most family business owners have a strategy, but it’s stuck in their head.
In this episode, Jim and Betsi explain why getting strategy out of your head and onto paper is a game-changer. From common pitfalls like “rinse and repeat” plans to the power of anchoring strategy in family purpose, this conversation will shift how you think about long-term planning.
Key Takeaways:
  • Why strategy accelerates success
  • How to involve the right people in strategy conversations
  • The power of outside facilitation for real breakthroughs
2: Vision & Structure: Building the Framework for Family Business Growth
If your strategy is the destination, structure is the vehicle.
Betsi shares why many businesses hit growth ceilings because their structure hasn’t evolved with their goals. Whether you’re expanding into new markets or juggling multigenerational dynamics, this episode helps you identify bottlenecks, accountability gaps, and ways to optimize your organizational design.
Key Takeaways:
  • Where structure breakdowns begin
  • How to diagnose what’s really slowing your team down
  • Why clarity in structure accelerates execution
3: Vision & Systems: The Engine Behind Family Business Success

Systems are what transform chaos into clarity.

In this final episode of the Vision series, Jim and Betsi discuss why strong systems are essential for sustainable growth and why so many family businesses struggle to document them. From flowcharting tips to creating a culture where improvement (and even failure) is embraced, this episode is a practical guide to streamlining operations for the long haul.

Key Takeaways: 
  • Warning signs your systems need attention
  • How to map out and improve key processes
  • Creating a culture of continuous improvement
Ready to Clarify Your Vision?

These three components => Strategy, Structure, and Systems <= form the foundation for a family business that not only survives, but thrives. Whether you’re feeling stuck or scaling fast, aligning your vision with actionable plans and strong infrastructure is your next step forward.

Subscribe to the Family Business Breakthroughs Podcast and message Jim with your questions – we’d love to hear from you.

When you’re looking for assistance with your strategy, structure, or systems, visit AskMeridian.com to learn how Meridian can support your family business journey.

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