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Client Successes

Strategy needs to be revisited whenever you face family transitions, downturns in business performance, fast growth or new opportunity. Navigating these challenges can be difficult because they are wrought with uncertainty, risk and emotion.

Our approach enables clients to manage family business succession, derive new sources of profitable growth and reposition their assets to build higher value.

Learn how we have worked with clients to achieve significant business results through client success stories. Each of the five case studies illustrates how Scion defined the problem, what approach the team took, our recommendations, and the results the client achieved.

Case Study #1- 3rd generation wine business manages family business succession

Case Study #2- Repositioned business leads to 70% growth in gross margins

Case Study #3 – Roadmap for portfolio growth leads to 8x returns on invested capital

Case Study #4 – Building business value leads to 5 times growth in profitability

Case Study #5 -Repositioned business leads to new sources of profitable growth

Strategy: At the core of what we do

Strategy is a family's game plan for winning; it maps out the moves its business must make to outwit the competition, captivate customers and increase long-term shareholder value. Effective strategy inspires and informs the actions of your team, and mobilizes employees.

  Building stronger family businesses™  
 
Scion Knowledge Base
 
How prepared are you?

02/05/2008
New Report: Ownership Transitions in the Wine Industry
Rob McMillan, SVB Silicon Valley Bank Wine Division and Deborah Steinthal, Scion Advisors
06/20/2008
How to prepare your winery for sale: 5 steps to build a brand that’s worth more and avoid being a fire sale!
Ellen Hunt, Partner, Scion Advisors
12/01/2008
How family businesses can succeed in a proliferated wine marketplace.
Deborah Steinthal, Founding Partner, Scion Advisors, in conversation with Michael Mondavi, Folio Wine Partners, Founder and Coach

 

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