Scion Advisors
 
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Vet Your Business Plan
Vet Your Brand Plan
Launch an Avisory Board
Scorecard Succession Practices
Resolve Internal Conflict
 
 
Call on us to Vet your Business Plan


For businesses facing difficult transitions, reviewing strategy and market potential are paramount to success.

During tough economic times, we believe that it is critical to manage risk closely and to revisit your highest impact assumptions.

Outside-In Thinking Reduces Risk
Our approach is more than a 3rd party assessment of opportunity. We specialize in the wine industry and have a proven track record of generating results for over 50 wine businesses.

Our team of business advisors can shed new light on your idea, problem or plan, and provide an objective outside and informed perspective.

Our Business Strategy Vetting approach provides you with:

Better decisions: We ask tough questions and challenge your assumptions, empowering you to develop better solutions.

Less risk: We help you uncover relevant facts, separate opinion from reality and develop options for executing your plan.

Concise final presentation: We prepare our findings in a format ideally suited for communications with your Board, leadership team and business or banking partners.

For a custom proposal, please call Deborah Steinthal: (707) 258-9130.


Our Business Plan Vetting service addresses essential questions:

1. Will your vision and strategy support your family business goals?

2. Are your forecasts achievable (data-driven & reality-based)?

3. Can your organization support your plan?

4. Have you realistically characterized your market opportunity?

5. Is your Go-To-Market strategy feasible?

6. Can you achieve a reasonable return on shareholder equity?

7. Can you sustain long term profitability?

"Scion gave us the courage and the reason to believe that we can do it."

Tim Wallace, President
Benziger Family Vineyards
  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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