In this final episode of our Money Matters mini-series, we tackle the often misunderstood world of financing for family businesses. Host Jim Berner sits down with Meridian’s founder, Betsi Bixby, to explore what really drives lending decisions, how to avoid overpaying, and why debt can be a powerful tool—or a major risk.

Betsi shares real stories from the field, insights from her banking career, and actionable advice on managing banker relationships, understanding risk, and preparing your business for smart, sustainable growth.

Whether you're planning for expansion, considering debt reduction, or navigating succession, this episode is a must-listen for every family business leader ready to take control of their financial future.

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.com

or call us at 817-594-0546

Profits and cash aren’t the same—and understanding that difference is key to running a thriving family business.

In this episode, Jim Berner and Meridian founder Betsi Bixby explore smart, creative strategies for increasing profitability, from analyzing trends to uncovering hidden opportunities in your community (or even your payables!).

You’ll learn:

• The key difference between cash and profit (and why both matter)
• How one family business funded tennis courts with their profit goals
• Creative ways to grow revenue—starting right inside your own books

Discover what’s possible when family business owners think bigger, serve better, and turn their purpose into profit.

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.com

or call us at 817-594-0546

Cash and profitability are not the same thing—and ignoring that truth can sink a business.

In this episode of Family Business Breakthroughs, host Jim Berner sits down with Betsy Bixby, founder of Meridian Associates, to unpack one of the most misunderstood parts of business: cash.

From decades of experience helping family companies thrive, Betsy shares the critical difference between having a profit and having available cash—and why so many business owners miss the mark.

You’ll learn:

• What “true cash position” really means (and how to calculate yours)
• The 3 metrics that make or break your cash flow
• How often you really need to review your cash—daily, weekly, or monthly?
• Real stories of cash flow blind spots that cost businesses hundreds of thousands
• How the 7 Quick Cash Fixes book has helped owners unlock millions

Whether you’re leading a thriving company or navigating financial stress, this episode is packed with insights you can act on immediately.

Listen now and grab your copy of 7 Quick Cash Fixes:

https://www.amazon.com/Quick-Cash-Fixes-Business-Unbridled/dp/1495465136

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.com

or call us at 817-594-0546