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December 2008
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Advisor's Circle
Quarterly Perspectives on Navigating Challenging Family Business Transitions
December 2008
Leadership Perspective
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

An interview with Michael Mondavi, Folio Wine Partners, Founder and Coach

Industry Perspective
When economic times are tight – tighten your message!

Ellen Hunt, Partner, Scion Advisors

A clear, consistent approach to brand strategy can make the difference between keeping and losing your most important customers. Tighten up your messaging and find ways to deliver sales performance through what are bound to be challenging times.

Preparing for Ownership Transition
Taking control of your future:
Understanding your exit alternatives

Brandt Brereton, Managing Director, Brereton, Hanley & Company

Cutting through the clutter of business exit financing options, this new report draws on a case study to demonstrate the impacts of five options available to winery owners who want to slow down their involvement in day-to-day operations and possibly sell their businesses.

Contact: Brandt Brereton with questions, (408) 877-6329.

Improving Business Performance
Got conflict? Build a high performing team & more productive business.

Rosemary Richardson, Associate, Scion Advisors

Conflict in your family or business team can erode performance and increase organization turnover. Two case studies show how wine business owners manage conflict and deliver better business results.

   

Scion In The News

All in the family
Worth Magazine, June 2008.

Meet the Wine Meisters
The Deal, September 2008

Succession isn't what happens once you're gone Wine Industry Financial Symposium, September 2008

California’s Cabernet’s Win-Win Vintage: Napa’s Changing of the Guard
Wine Spectator, November 15, 2008

 

Clarifying Concepts

"Governance" is about communications and decision making.

This becomes exponentially more difficult as your business increases in complexity.

Let Scion Jump Start your advisory board today!

 

Upcoming Events

Current Business Trends -Unified Wine & Grape Symposium
Thursday, January 29, 2009
2:00 pm - 4:00 pm

Business Transition Planning Workshop for Wineries
Ask about 2009 dates

  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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