Articles & Reports
Strategic Planning
A new set of glasses: Seeing your business through the eyes of a potential buyer
Ellen Hunt, Partner, Scion Advisors
Are Luxury Wines Commoditizing? What builds competitive advantage?
by Deborah Steinthal, Scion Advisors. April 2007
Building a new framework for the future: growing cash and equity.
Hank Salvo, Partner, Scion Advisors
Create a Business Plan Your Bank Will Love
by Deborah Steinthal, Scion Advisors. August 2004
Discover & Quantify your Business Potential
Hank Salvo, Scion Advisors. December 2006
Family business transitions: Economic times are hard. Is there any silver lining?
Deborah Steinthal, Scion Advisors. Sonoma Valley Vintners & Growers, March 2009
Future Scenarios:
Discover and quantify your business potential
Hank Salvo, Scion Advisors
Growing Profits by Getting Smaller
Deborah Steinthal, Scion Advisors. Practical Winery & Vineyard, November 2004
How to grow cash and equity for more financial security: The cigar box approach
Hank Salvo, Partner, Scion Advisors
How to grow cash flow
Hank Salvo, Partner, Scion Advisors
How to prepare for opportunity
Deborah Steinthal Founding Partner, Scion Advisors
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
How to Ride Out the Economy – 7 Key Actions to Grow Cash & Equity
How to stay competitive in a down market
Deborah Steinthal, Founding Partner, Scion Advisors
How to strengthen the foundation of your wine business during uncertain times.
Deborah Steinthal, Founding partner, Scion Advisors, in conversation with Steve Dorfman, Partner, Ciatti Company
Scenario example: Building cash by building EBIT (a cash flow surrogate)
Deborah Steinthal, Founding Partner, Scion Advisors
Skillfully Manage your Business During this Economy
Hank Salvo, Scion Advisors, August 2009
Food and Beverage
2011 Food and Beverage Sector Insights
Deborah Steinthal, Managing Director, Scion Advisors
Trend Watch 2011: 'Artisan' is the new quality standard
Deborah Steinthal, Managing Director, Scion Advisors
Wine Industry Landscape
2009 Unified Wine Symposium Scion Panel Presentation
Deborah Steinthal, Founding Partner, Scion Advisors
AC NIelsen July 2010 Report
Danny Brager, AC Nielsen
How Families Compete
by Chris Rauber. San Francisco Business Times, May 2005
How Family Wineries Can Compete in the Global Market
by Eric G. Morham, Senior Vice President, International, Constellation Wines. April 2007
Last 24 months
Deborah Steinthal Founding Partner, Scion Advisors
Meet the Wine Meisters
The Deal. September 15, 2008
Merlot Done Right
by Peg Melnik. The Press Democrat, July 2007
Napa WIne and Hospitality Industry - August 2009
Napa Register
Napa wine group acquires historic Seghesio winery
CATHY BUSSEWITZ, THE PRESS DEMOCRAT
Perfect Storm revisited: Part III
Deborah Steinthal, Erica Valentine, Scion Advisors; and John Hinman, Hinman & Carmichael LLP. Wine Business Monthly, February 2010
Perfect Storm revisited: Part IV
Deborah Steinthal, Scion Advisors LLC; John HInman and Suzanne DeGalan, Hinman & Carmichael LLP
Report: Ownership Transitions in the Wine Industry
Rob McMillan, SVB Silicon Valley Bank Wine Division and Deborah Steinthal, Scion Advisors
The Perfect Storm, Revisited Part II
Deborah Steinthal, Scion Advisors and John Hinman, Hinman & Carmichael LLP. Wine Business Monthly, December 2007
U.S. Wine Market Liberalization by 2015
by Deborah Steinthal and John Hinman. Practical Winery & Vineyard, November/December 2005
Vineyards and wineries embrace renewables, energy efficiency to best climate change
Dan McCue
Wine Industry 2015: Preparing for the challenges of tomorrow’s market landscape
Deborah Steinthal, Founding Partner, Scion Advisors
Brand & Market Strategy
A Virtual Winery in the Making
Deborah Steinthal, Founding Partner, Scion Advisors. Practical Winery & Vineyard, July/August 2008.
Acting Like a Pull Brand: The First Step in Building One
Dave Trebilcock, Scion Advisors. June 2007
Are You Selling 1,000 cases Online?
Deborah Steinthal, Scion Advisors and Paul Mabray, Inertia Beverage Group. October 2007
Direct to Consumers in Napa Valley Wineries
by Stanford Graduate School of Business. May 2004
Fine Tuning Your Brand Strategy with "True Costs"
by Dave Trebilcock, Scion Advisors. October 2007
Five common brand building mistakes
Ellen Hunt, Partner, Scion Advisors
Four ways to identify your winery’s competitive advantage
Ellen Hunt, Partner, Scion Advisors
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
How to build an ecommerce strategy that increases adoption and loyalty
Deborah Steinthal, Managing Director, Scion Advisors
How to Ride Out the Economy – 5 Ways to Drive more Profitable Market Strategies
Our Customers are Changing. How do We Remain Relevant?
Steve Hartman, Urban Outfitters
Prune your portfolio to build brand equity
Deborah Steinthal, Scion Advisors. Practical Winery & Vineyard, Sept/Oct 2004
Sage Brandworks on brand execution: 6-step checklist
David Studeman, Partner, Sage Brandworks, 925.283.1879, www.sagebrandworks.com
Sales & Marketing Agency solutions: What are they & Who needs them?
by Vivien Gay, Scion Advisors. December 2006
What will it take to scale online wine sales to a billion dollar channel?
Deborah Steinthal, Scion Advisors
When economic times are tight – tighten your message!
Ellen Hunt, Partner, Scion Advisors
Winning Consumer Share of Mind
Deborah Steinthal, Scion Advisors
Organization Strategy
A to Z on employee retention
by Deborah Steinthal, Scion Advisors. August 2004
Got Conflict? Build a higher performing team and more productive business
Rosemary Richardson, Scion Advisors. Practical Winery & Vineyard, March 2009
Got conflict? Build a high performing team & more productive business.
Rosemary Richardson, Associate, Scion Advisors
How to Ride Out the Economy – 5 Steps to Improve Performance thru Leadership
Improve team productivity: hire a coach!
Rosemary Richardson, Associate, Scion Advisors, 707.257.9828
Stages of Family Business – What stage are you in?
Rosemary Richardson, Associate, Scion Advisors
What type of transition are you facing?
Rosemary Richardson, Associate, Scion Advisors
Your Role As CEO, Part 1: Operations - Mastering the Discipline of Execution
Vicky Farrow, Partner, Scion Advisors. April 2007
Your Role As CEO, Part 2: Strategy - Making the Tough Choices
by Vicky Farrow, Partner, Scion Advisors. June 2007
Family Continuity Planning
2005 Wine Family Succession Survey
by Deborah Steinthal, Scion Advisors. May 2005
A decade of acquistions of family-owned wineries
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
An Eccentric Succession: Conversations with the Cakebreads
by Deborah Steinthal, Scion Advisors. Robb Report Worth Magazine, December 2004
An interview with Margaret Duckhorn
How to retire: Preparing your successor
Deborah Steinthal in conversation with Margaret Duckhorn
Beating The Odds: Family Wine Business Succession Planning
by Deborah Steinthal. Unified Wine & Grape Symposium, March 2007
Grape Growers Who Live Rich, Die Poor
by Deborah Steinthal. Wine Industry Financial Symposium on Vineyard Economics, May 2007
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
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
Napa Valley Vintners Panel - Wine Business Succession
by Deborah Steinthal, Founding Partner, Scion Advisors
New Report: Ownership Transitions in the Wine Industry
NEW! Wine: The Next Generation
by Jane Hodges Young. NorthBay Biz, November 2009
Ownership transitions & family wine businesses
Deborah Steinthal, Founding Partner, Scion Advisors
Scion Advisors on Ownership Transitions: WIFS 2008 panel presentation
Deborah Steinthal, Founding Partner, Scion Advisors
Selling the Cellar
Forbes Magazine
Transitioning Your Wine Business to the Next Generation
Deborah Steinthal, Wine Business Monthly
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 Jeff Bundschu on Ownership Transitions
Jeff Bundschu, CEO Gundlach Bundschu Winery
WIFS 2008 Panel Presentation, Rob McMillan on Ownership Transitions
Rob McMillan, SVB Silicon Valley Bank Wine Division
Wine: The Next Generation
NorthBay Biz, November 2009, Jane Hodges Young
Governance
Creating Effective Governance in a Private Company
Deborah Steinthal, Founding Partner, Scion Advisors
Case Studies
Case Study #2: Preparing a business for stable growth.
Case Study #3: Preparing a closely-held business for sale.
Case Study #4: Preparing a 3rd generation family business for continuity.
Case Study #1: Preparing a north coast business for profitable growth.
Leadership
Five Tips for Coping with Uncertainty — and Finding Opportunity
Harvard Business School professor and author, Rosabeth Moss Kanter
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