Scion Advisors
 
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 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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