Family Business Breakthroughs

Most family business owners know whether sales are up or down. They know if cash feels tight, payroll feels heavy, or expenses seem to be creeping higher. But many still find themselves asking the same question: Where is the money going? In this episode, Jim Berner explores why revenue alone does not tell the full story and why understanding your financial trends, benchmarks, and hidden profit opportunities is essential for long-term success. You'll discover: • Why a growing business can stil

Strong communication is one of the most important drivers of a healthy family business, but it is also one of the easiest places for tension, frustration, and misunderstanding to build. In this episode, Jim talks about how the family business DiSC® profile will give teams a practical way to improve communication, reduce friction, and get high-impact results. When leaders understand how different people process information, respond to pressure, make decisions, and engage in conflict, conversation

What separates average teams from exceptional ones? Carrie Nelson breaks down how a simple habit of sharing real stories of effort, care, and grit, has transformed culture inside a fourth-generation family business. This episode is an example of putting core values into daily action. Listen now for your next family business breakthrough! Are you a family business owner? Improve your business TODAY with our time tested and tailored solutions: Visit our website to get started at www.AskMeridian.co

When is the best time to sell your family business? In this episode, Jim breaks down the top three reasons owners sell their business so that you can get a better idea of when to sell yours. Tune in for a grounded, insightful conversation about understanding what the best steps are for family business owners looking to sell in the next 12 months or in the next decade. Listen now for your next family business breakthrough! Are you a family business owner? Improve your business TODAY with our time

What does it take for a next-generation leader to honor decades of family legacy while still driving innovation and growth? In this episode, Jim sits down with Marshall Rabil, grandson of the founders and now CEO of Hubs Peanuts, to explore how he’s blending tradition, community impact, and modern leadership inside a 70-year-old family business. Marshall shares how his grandmother’s original blister-fried peanut recipe shaped an entire industry, why core values matter more than ever during a le

When Is It Time to Sell the Family Business? Deciding to sell your family business can be one of the hardest and most emotional decisions an owner will ever face. In this episode of Family Business Breakthroughs, host Jim Berner sits down with Ken Koger, Partner at Meridian Associates, to pull back the curtain on what really happens during the sale process. With over 30 years serving multi-generational companies, Meridian has guided countless families through business valuations, transitions,