Scion Advisors
Call: 707.258.9130
Jump Start Success
Vet Your Business Plan
Vet Your Brand Plan
Launch an Avisory Board
Scorecard Succession Practices
Resolve Internal Conflict
 
Scion can Scorecard your Succession Practices


Are you prepared for succession?
Our recent joint report with Silicon Valley Bank, Ownership Transitions in the Wine Industry, concludes that over 80% of the wine industry owners have not started succession planning and are at serious risk of not getting a return on their hard work.

Do you know what it will take to preserve and grow family wealth so you can get a return on your hard work? Succession isn’t what happens after you are gone. You may want to explore what this entails while you still can enjoy life.

Special Offer Through March 31, 2009
Let us Jump Start your ownership transition process through a special package providing our efficient, objective assessment of your succession practices.

We answer fundamental questions such as:

  • What stage are you in?
  • What have you accomplished?
  • What still needs to be done?
  • For a custom proposal, please call Deborah Steinthal: (707) 258-9130.

    Our Succession Scorecard service includes:

    • Key stakeholder interviews

    • Ownership document reviews

    • Benchmark of your succession practices & gaps

    • Next-step recommendations and resources

    "I cannot overstate the importance of leading your family through the succession planning process. It is intense, yet essential to family survival. 4 out 5 of our G3 family members are now in our family business."
    2nd Generation
    Family Business Leader
      Building stronger private businesses™  
     
    Business Knowledgebase: CEO Resources
     
    Scion Approach

    02/03/2011
    2011 Food and Beverage Sector Insights
    Deborah Steinthal, Managing Director, Scion Advisors
    07/26/2011
    Winning Consumer Share of Mind
    Deborah Steinthal, Scion Advisors
    09/13/2011
    Perfect Storm revisited: Part IV
    Deborah Steinthal, Scion Advisors LLC; John HInman and Suzanne DeGalan, Hinman & Carmichael LLP

     

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    Assess
    Align and Plan
    Execute