Scion Advisors
Call: 707.258.9130
Exit Services
 
 
 

Exit and succession services

Over 90,000 baby boomer-led business will be changing ownership by 2015. Many are preparing to sell to 3rd parties, others to transition through generational continuity or sale to employees. For most business owners, this is an emotional and complex phase that takes 5 to 10 years to complete successfully.

Having a clear strategy that maximizes returns and business value.  The hard part of exit planning is starting. We have a great approach that jumpstarts your process, enables you to evaluate viable exit scenarios and develops a manageable roadmap for achieving your business and ownership goals.

Knowing how to manage a thoughtful ownership and business succession process. In the case of private and family businesses, the focus of succession is on developing strong future business leadership and talent; transitioning family members, business owners and the business team to an envisioned, prosperous future. We manage your process, assemble a strong team and work alongside you to clarify decisions, options and strategies.

Pre transaction and want help 'working on the business'? Successful transition process shifts shareholder strategies from 'passive' value to 'active' value management; supports owners' goals and timeline; is planned well in advance; and is designed to prepare the business from a buyer's standpoint. Scion's pre-transaction services allow clients to consider realistic exit options, more successfully enter a sale process and realize stronger returns from their hard work.

Case Study: Transaction readiness leads to 3 times offer value; double upfront cash offered; stock-based transaction saving real taxes (offered asset-based).

Case Study: Continuity planning enables a 3rd generation family to integrate next generation family business leaders with a clear succession roadmap and a business poised for its next phase of growth.

  Building stronger private businesses™  
 
Business Knowledgebase: CEO Resources
 
Exit Services

02/03/2011
2011 Food and Beverage Sector Insights
Deborah Steinthal, Managing Director, Scion Advisors
07/26/2011
Winning Consumer Share of Mind
Deborah Steinthal, Scion Advisors
09/13/2011
Perfect Storm revisited: Part IV
Deborah Steinthal, Scion Advisors LLC; John HInman and Suzanne DeGalan, Hinman & Carmichael LLP

 

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Ownership and Family Meeting Structure. With the complexity of multi generational ownership, frequency of communications and exchange matters. 
♦  We help you align on important goals
♦  We moderate and transfer meeting practices
♦  Drive accountability

Business Exit - Scenario Planning. Business repositioning can drive shareholder value to full potential.
♦  We help you work 'on your business' with purpose
♦  Understand viable and optional exit strategies
♦  Bracket opportunity, leverage  "hidden assets" from a buyer's standpoint

Generational Continuity Planning. Strong practices enable family members to realize full lifestyle and economic potential.
♦  We work alongside your family team, manage your process
♦  Develop family business goals and vision, a family code of conduct and family policies
♦  Get alignment and build momentum