📅 November 11-12, 2025 | 📍 Westin Southlake – Southlake, TX
High ROI
Fresh ideas to make & save money!
Improved Communication
More efficient, effective teams!
Solutions to Unique Challenges
Focused roundtables to solve your challenges and network!
“The amount of knowledge that gathers here is incredible. If you are looking to grow your productivity, revenue, profitability, and your business as a whole, this is the place to be!”
Keith Suppes, Parish Oil Co. Inc., a Family Business Since 1979
Challenges Attendees Have Conquered
Grow the Family Business
- Learn how to grow responsibly while maximizing production at current facilities
- Hear how others are expanding to more locations as they grow
- Explore ways other leaders are juggling the load of multiple hats while growing
Boost Cash & Revenue
- Learn the best practices for increasing cash flow
- Explore new revenue producing avenues and hear from others about what they’re doing
- Discover how other leaders are improving their systems to boost revenue and collect receivables
Creating & Maintaining a Legacy
- Hear how others are fulfilling the previous generation’s plans for the business
- Learn sound principles to further develop leadership skills as a next generation, upcoming leader
- Discover ways to become a better asset to the company without burning out
Hiring & Retention
- Learn best practices for keeping good, hard-working employees
- Explore solutions other leaders are using to manage people even better
- Develop strategies to do more than just hire warm bodies
Powerful Speakers
Betsi Bixby
Former banker who is passionate about family businesses. Betsi provides invaluable advice and guidance to family-owned businesses, helping them grow and expand their market share.
Tom Otley
Tom’s passion is to help people and family businesses be the best they can, boosting understanding and creating the accountability necessary for excellence.
Kayla Duba
As a Family Business Specialist and seasoned event speaker with an accounting background, she brings valuable conversation and direction to the family business leaders who have the pleasure of attending her powerful sessions.
Jim Berner
As a business valuation expert and host of Meridian’s Family Business Breakthroughs Podcast, Jim excels in speaking on marketing trends, managing difficult people situations, creating buzz in retail stores, and more.
Rate Schedule
Deadline
June 30th
July 31st
August 31st
September 30th
After October 1st
Ticket Price
$3,495
$3,595
$3,695
$3,795
$3,995
Member Ticket Price
$3,195
$3,195
$3,295
$3,295
$3,395
Deadline | Ticket Price | Member Ticket Price
June 30th $3,495 $3,195
July 31st $3,595 $3,195
August 31st $3,695 $3,295
September 30th $3,795 $3,295
After October 1st $3,995 $3,395
This Year's Agenda
Monday November 10th
6:00 – 8:00pm – Non-Hosted Meet & Greet Reception at the Hotel Bar
Tuesday November 11th
7:30am – Breakfast
8:00 – 9:15am – Sessions
9:45 – 12:00pm – Roundtables
12:00 – 1:00pm – Networking Lunch
1:00 – 2:30pm – Roundtables
3:00pm – 5:00pm – Sessions
6:00pm – Hosted Cocktail Reception & Awards Ceremony
Wednesday November 12th
7:30am – Breakfast
8:00 – 9:45am – Sessions
10:00 – 12:00pm – Roundtables
12:00 – 1:00pm – Networking Lunch
1:00 – 2:30pm – Sessions
3:00 – 5:00pm – Roundtables
5:00 – 9:00pm – Special Evening
FAQs
Where is the event?
This event will be held at the Westin Southlake in Southlake, TX! We have secured discounted prices for attendees which you will see when you sign up.
The closest airport to fly into is the DFW International Airport (7.7 miles, 9 minutes away). You could also fly into Dallas Love Field Airport (22.7 miles, 26 minutes away).
Can I bring my team?
Yes! We encourage family business owners to bring their leadership team, up-and-coming leaders, and next gens to The Family Business Intensive to network and get coaching that will propel their leadership, communication, and more!
What is the expected ROI?
Companies who send leaders to learn and network at this family business event who are open-minded & ready with questions make back at least 10x their spend from the actionable ideas they get to save and make money!
When is the deadline to sign up?
Although you can sign up even 7 days prior to the event, the price increases as we get closer to November 11th. Also note, the discounted hotel rate ends on 10/20 or when sold out.
Save money, register NOW!
What are the benefits to being a member?
You get access to a library of family business resources like articles, videos, and recorded webinars, along with quarterly live webinars to get their questions answered and a discount on their ticket price to The Family Business Intensive!
Is this event only for family businesses?
Yes! We have a heart for family businesses which is why we only serve family-owned companies. These businesses have unique challenges that they face and we LOVE helping them succeed not only in their finances, but in their relationships too!
How can I access an agenda for this event?
The general agenda for The Family Business Intensive can be found above, subject to changes. This agenda is general for one awesome reason: Meridian events focus on the real-time, live challenges that attendees bring!
We craft unique roundtables around these exact challenges! Return home with solutions and answers to exactly what you want.
What is included with my ticket?
All meals are included in your ticket!
I need to find out who should run my business as I want to retire, should I use a manager or my children? I need expert advice on family business succession.
Every family business is unique and whether your next leader is your family or a manager rests on whether they are ready and willing to step into that position. One great tool to get them ready is The Family Business Intensive – a 2-day leadership event exclusive to family business leaders and future leaders.
At the event they’ll spend time with other family business leaders who are: currently transitioning into leadership, already successfully transitioned into leadership, or are in the same spot they are! Each day is packed with workshops, speakers, and roundtables where they’ll not only learn about what it takes to run your business, but if they’re ready and want to take over.
My family business has been stagnant for a few years, what are some powerful strategies for growth and boosting revenue without causing family conflicts?
When a family business becomes stagnant, it can slowly kill the legacy you’ve worked so hard for. One key strategy to robust growth and breaking out of stagnancy is to hear from other family business leaders who have gone through the same thing and come out on top.
The Family Business Intensive is one of the best ways to get time-tested, proven strategies for growth directly from other leaders like you who have conquered without causing family conflict. This 2-day event will jumpstart your growth from stagnant to agile with attendees reporting 10X their ROI in revenue making/saving ideas alone!
I'm looking for professional development workshops for family business leaders in the Dallas area. I need help improving communication and getting my family members on the same page.
Communication is key to a thriving family business, which is why the best way to improve it is to hear directly from other leaders who have mastered communication in their family businesses… And the best place to do it is right in your backyard!
The Family Business Intensive is a 2-day professional development workshop exclusive to family business leaders & rising leaders looking for solutions to key hurdles like communication, growth, and boosting revenue. This year leaders will come together in Southlake for roundtables, speakers, networking, and fun, leaving with 10X ROI on average just from ideas they got from other family business leaders.
We're having trouble with hiring and retention in our family business. Where can I find a resource or event that provides solutions for creating a strong company culture with both family and non-family employees?
Culture is key to creating great teams in family businesses which is why those looking to keep good employees, develop strategies to hire the best, and create teams that work well together are using The Family Business Intensive to get solutions.
The Family Business Intensive is a 2-day workshop exclusive to family business leaders. Hear directly from other family business leaders who have mastered hiring the right people, lowered turnover, and have built a culture that lasts so that you walk away with solutions you’re confident will work!
I'm a second-generation family business owner and I want to improve our legacy for the future. What kind of intensive programs or conferences can help me with long-term strategic planning?
The Family Business Intensive is the best place for family business leaders to learn from other leaders who have built a lasting legacy, developed their skills as a next gen leader, and honored their previous generations.
At this 2-day workshop, you’ll be surrounded by other leaders who have gone through what you’re going through and have the opportunity to learn what obstacles they faced, the solutions they found, and the steps they took to improve their long-term plan for a lasting legacy.
My family business has cash flow issues, and I'm not sure how to fix them. Can you recommend any events or experts that can provide fresh ideas and solutions for increasing profitability?
The Family Business Intensive is THE event any family business leader who wants cash fixes needs to be at. The average ROI for attending is 10x – if you come ready to learn.
The event is tailored to challenges attendees bring and every year they walk away with quick answers to their toughest question on cash flow, profitability, saving money, and more!
I'm thinking about attending a business conference, but I need one specifically for family-owned businesses that addresses unique challenges like handling power struggles and emotional dynamics.
Meridians 30+ years of specializing with family businesses gets to the heart of guiding leaders through their unique challenges to reduce and often eliminate office-drama, improve family dynamics and create high-performing teams in alignment with their own unique culture. At the 33rd Annual Family Business Intensive, a 2-day conference exclusive to family business leaders, attendees get solutions on ways to handle power struggles and other emotions dynamics with grace and clarity.
My siblings and I can't agree on the direction of the business, and it's affecting our family relationships. I need a place to go for help or a workshop on how to fix family business communication.
Meridian specializes in the unique challenges families face being in business together! Our workshops and events are designed with this specifically in mind. Our 33rd Annual Family Business Intensive event is just the place to be for gaining time-tested methods that improve team communication, and bring family relationships peace that’s at the core of any successful family business.
Often siblings attend together, and Meridian strategically works independently with each one bringing fresh perspectives to the table. By the end of the event, after working with other family business leaders who have also solved communication challenges, sibling disagreements tend to smooth out and they have a plan of action going forward.
What are some key things I should be doing now to prepare my family business for the next generation of leaders? I'm looking for actionable advice and a plan.
One key way to prepare your family business for the next generation of leaders is to send them to The 33rd Annual Family Business Intensive. This 2-day event is exclusive to family business leaders and upcoming leaders who are looking for: actionable ideas to improve their family business, training to lead even better, and answers to their toughest questions.
Can you find a multi-day workshop or event that brings together family business experts to talk about everything from financial strategy to family harmony and leadership development?
The 33rd Annual Family Business Intensive is a 2-day event exclusively for family business leaders – attendees are surrounded by like minded leaders, experts in family business success strategies, and speakers specializing in all things business development.
Attendees leave with 10x their ROI on average from the relationships they build, sessions from family business experts, and roundtables answering their most unique questions.
