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Expertise

Family controlled businesses have the capacity to perform better than non-family businesses. They make decisions and build relationships for the long term; are more committed to quality work; have high stakeholder loyalty; values and goals are more aligned with the business, and are typically more flexible in decision making.

We serve our clients across a wide range of issues addressing their particular stage of transition. Our capabilities have developed through years of experience designing solutions to our clients most difficult challenges. Scion’s capabilities are focused on the issues most important to our clients

Business Growth Planning

• Situation assessments
• Alternative scenarios
• Mission & vision
• Strategic planning
• Business and market strategy
• Shareholder value

Organization Strategy &
Development

• Leadership Scorecard
• Conflict resolution
• Leadership development
• Decision roles and structure
• Building performance culture

“Family relationships and communication problems can impact the functioning and running of a family business. Common solutions can be employed to enhance relationships and improve the core business asset for the present and the future."
Rosemary Richardson -
Scion Advisors

Family Continuity Planning

• Business Scorecard
• Ownership scenarios
• Family constitution
• Succession roadmap

Governance Strategy

• Board launch and development
• Communications
• Decision making
• Alternative structures

Exit & Entry Planning

• Retirement scenarios
• Role transitions
• Successor planning
• Successor development

  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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