Scion Advisors
 
Jump Start Success
Quick Audit
 
 
 
 
 
Why Now?

Ownership transition is a five to ten year process. To maximize the benefits of your hard work, start preparing now.

Family business advisors, we have a broad wine industry perspective and a proven approach helping clients drive higher levels of performance and long-lasting results.

We have successfully guided clients through a variety of family business issues:
• Succession of leadership and ownership
• Poor performance
• Conflict among owners
• Better brand positioning and profitability
• Restructuring the business model


Transition Transition
Stages
The objective of family business planning is family wealth preservation and higher quality of life. In the case of family businesses, the focus is on the continuity process; transitioning family members, business owners and the business team to an envisioned, prosperous future.

Jump start success

• Vet your Business Plan
• Vet your Brand Plan
• Launch an Advisory Board
• Scorecard Succession Practices
• Resolve Internal Conflict

  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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Copyright 2004-2008 Scion Advisors DBA. All rights reserved.
Photography by John McJunkin
1339 Pearl Street, Suite 204, Napa, CA 94559
707.258.9130 tel. | 707.258.9132 fax