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 step, difficult to initiate and rarely starts early enough.

Here are some steps that are essential to your success:

 

A clear strategy to maximize returns and business value. Scion has a great approach that jumpstarts the process, enables you to evaluate viable exit scenarios and develops a manageable roadmap for achieving business and ownership goals.

Managing a thoughtful succession process. In the case of private and family businesses, the focus 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 ‘working on the business’. Successful transitions shifts shareholder strategies from 'passive’ to 'active' value management; support owners' goals and timeline; are planned well in advance; and are 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: Building Equity for Exit. Strategic roadmap for growth enables business repositioning with more diversified channel strategy, product portfolio, and more focus on high margin specialty retail. Opportunity to double in three years and sell for higher multiple.

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

 
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Food and Beverage Insights: Trend Watch
 
Exit Services

07 / 26 / 2011
Winning Consumer Share of Mind
Deborah Steinthal, Scion Advisors
04 / 03 / 2012
What will it take to scale online wine sales to a billion dollar channel?
Deborah Steinthal, Scion Advisors
02 / 14 / 2009
New Report: Ownership Transitions in the Wine Industry

 

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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