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Family Continuity Planning

NEW! Wine: The Next Generation
by Jane Hodges Young. NorthBay Biz, November 2009

Managing a 3rd generation transition: Creating guiding principles for your family constitution.
Ellen Hunt, Partner, Scion Advisors, in conversation with Pete Seghesio, CEO and 3rd Generation Owner, Seghesio Family Winery

All in the Family:
Antinori, a 600-year-old family-owned winemaker, is succeeding in an industry facing turnover and change.

Elizabeth Harris, Worth Magazine. June/July 2008

Scion Advisors on Ownership Transitions: WIFS 2008 panel presentation
Deborah Steinthal, Founding Partner, Scion Advisors

WIFS 2008 Panel Presentation Jeff Bundschu on Ownership Transitions
Jeff Bundschu, CEO Gundlach Bundschu Winery

WIFS 2008 Panel Presentation Carissa Chappellet on Ownership Transitions
Carissa Chappellet, Executive Committee Chair, Chappellet Winery

WIFS 2008 Panel Presentation Chris Indelicato on Ownership Transitions
Chris Indelicato, CEO, Delicato Family Vineyards

WIFS 2008 Panel Presentation, Rob McMillan on Ownership Transitions
Rob McMillan, SVB Silicon Valley Bank Wine Division

Napa Valley Vintners Panel - Wine Business Succession
by Deborah Steinthal, Founding Partner, Scion Advisors

Wine: The Next Generation
NorthBay Biz, November 2009, Jane Hodges Young

Selling the Cellar
Forbes Magazine

Ownership transitions & family wine businesses
Deborah Steinthal, Founding Partner, Scion Advisors


An interview with Margaret Duckhorn
How to retire: Preparing your successor
Deborah Steinthal in conversation with Margaret Duckhorn

New Report: Ownership Transitions in the Wine Industry

Beating The Odds: Family Wine Business Succession Planning
by Deborah Steinthal. Unified Wine & Grape Symposium, March 2007

Transitioning Your Wine Business to the Next Generation
Deborah Steinthal, Wine Business Monthly

Grape Growers Who Live Rich, Die Poor
by Deborah Steinthal. Wine Industry Financial Symposium on Vineyard Economics, May 2007

2005 Wine Family Succession Survey
by Deborah Steinthal, Scion Advisors. May 2005

A decade of acquistions of family-owned wineries


How do Family Ownership, Control, and Management Affect Firm Value?
by Belen Villalonga, Harvard Business School, and Raphael Amit, The Wharton School, University of Pennsylvania. June 2004

An Eccentric Succession: Conversations with the Cakebreads
by Deborah Steinthal, Scion Advisors. Robb Report Worth Magazine, December 2004

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Business Knowledgebase: CEO Resources
 
How prepared are you?

11/03/2009
NEW! Wine: The Next Generation
by Jane Hodges Young. NorthBay Biz, November 2009
01/17/2009
Perfect Storm Revisited III
Co-authors Deborah Steinthal, Erica Valentine, and John Hinman
07/27/2009
Skillfully Manage your Business During this Economy
Hank Salvo, Scion Advisors, August 2009

 

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