EXCLUSIVE FAMILY BUSINESS LEADERS EVENT

Where Family Tradition
Meets No Excuses

Lead Stronger, Drive Profits, & Get it Done

📅 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!

Get your tickets now!

“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.

Non-Member Price

$3,695

Per Ticket

MeridianMembers™ Price

~~$3,695~~ $3,295

Per Ticket

Membership Includes

4 Quarterly Live Webinars

Hours of Recorded Video Courses

Library of Family Business Articles

4 Playbooks to Success

Discounted Seats at The Family Business Intensive

Rate Schedule

Deadline

~~Through July 1st~~

~~Through August 1st~~

Through September 1st

Through October 1st

After October 1st

Ticket Price

~~$3,495~~

~~$3,595~~

$3,695

$3,795

$3,995

Member Ticket Price

~~$3,195~~

$3,295

$3,395

Deadline | Ticket Price | Member Ticket Price

Through July 1st $3,495 $3,195

Through August 1st $3,595 $3,195

Through September 1st $3,695 $3,295

Through October 1st $3,795 $3,295

After October 1st $3,995 $3,395

This Year's Agenda

Monday November 10th

6:00pm – Non-Hosted Meet & Greet Reception

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 Dinner

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

5:00pm – TFBI 2025 Concludes

Schedule subject to change.

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!

Where Family Tradition Meets No Excuses