Family Business Breakthroughs

Selling a Family Business the RIGHT Way

October 19, 2025·20 min
Episode Description from the Publisher

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, and mergers with confidentiality, care, and clarity. Jim and Ken unpack the real-world signs it may be time to sell, from burnout and shifting markets, to lack of succession plans, and share practical ways to increase your company’s value before you sell.You’ll learn how to:Spot early indicators it’s time to consider an exitAvoid “expense creep” and strengthen profitabilityReduce risk from customer concentrationNavigate the emotional ups and downs of sellingProtect confidentiality while preparing your team and familyWhether you’re thinking about succession, curious about mergers and acquisitions, or simply want to understand how to maximize business value, this conversation offers insight only decades of hands-on experience can provide.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.comor call us at 817-594-0546

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