A sample network. Meridian Wealth Management and every business on this page are fictional. What is Shoutback?

Ellen Vance · Meridian Wealth Management · Cleveland

Three seats are open in the Meridian Network.

Ellen Vance is building a small network of businesses that serve the same people she does, one per category. Five have already accepted. If one of the open categories below is yours, ask Ellen about the seat.

5 of 8seats filled
Freeyou join as Ellen’s guest
45 minonce a month, nine hours a year

Eight categories. One business each.

Every business here was invited personally by Ellen, who already works with them and would put her own name behind them. There is no application.

Wealth management

Meridian Wealth Management

Succession, liquidity events and retirement for business owners.

Filled
Accounting and tax

Open

Business owners with a sale, a K-1 or a succession question. No business holds this seat yet.

This is my category
Estate planning

Brannigan Estate Law

Wills, trusts and business succession for families with a company in the mix.

Filled
Commercial real estate

Keystone Commercial

Acquisition, disposition and lease negotiation for owner-occupied property.

Filled
Brand and creative

Northbridge Creative

Positioning and brand work for companies preparing to sell or scale.

Filled
Private dining and events

The Copper Table

Private dining rooms and hosted events for small groups.

Filled
Property and casualty insurance

Open

The agent who sees a new house, a new business or a new driver first. No business holds this seat yet.

This is my category
Commercial banking

Open

Owners borrowing to expand, buy out a partner or buy the building. No business holds this seat yet.

This is my category

Whoever takes an open seat holds the only seat in that category in this network for as long as they hold it.

Nine hours a year, and no commercials.

The meeting

Forty-five minutes a month, chaired by Ellen to an agenda Shoutback writes. What introductions were made, what is open, and who you are trying to meet. Nobody presents.

Your part

Make an introduction when there is a real fit, and say so plainly when there is not. No quotas, no minimums. Your seat never depends on referring anyone.

What you get back

Introductions from the other businesses, a simple form to ask for one, a log of every introduction and what came of it, network events, and a monthly report.

Your clients stay yours. They are never pooled, shared or visible to anyone else in the network. See the trusted list Ellen sends her clients

Ask Ellen about a seat.

A seat costs you nothing: you join as Ellen’s guest. Nobody in this network is paid for referrals, Ellen included. Leave your details and Ellen will call you, usually within a day.

Done. Ellen has your details and will call you, usually within a day. Questions about how the network works can go to hello@shoutback.com.

The Meridian Network is hosted by Meridian Wealth Management and run with Shoutback. Want a network like this for your own business? See how Shoutback works.