Scion Advisors
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Vet Your Business Plan
Vet Your Brand Plan
Launch an Avisory Board
Scorecard Succession Practices
Resolve Internal Conflict
 
 
Why Now?  

Case Study #1: Preparing a north coast business for profitable growth.

Problem: Channel consolidation and supply realities perpetuates lagging profitability in national sales.


Approach: Develop focused, consistent market strategy focused on margin improvement.


Decision: Reposition the business to grow profitably thru the right product and channel mix; sharpen brand identity across all channels.


Results: Repositioned business leads to 50% growth in net operating income produced through realigned national product mix; stronger brand attracting more profitable customers.

 

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

Family Business Scorecard
Family Business Roundtable
Business Plan Vetting

  Building stronger family businesses™  
 
Business Knowledgebase: CEO Resources
 
How prepared are you?

11/03/2009
NEW! Wine: The Next Generation
by Jane Hodges Young. NorthBay Biz, November 2009
01/17/2009
Perfect Storm Revisited III
Co-authors Deborah Steinthal, Erica Valentine, and John Hinman
07/27/2009
Skillfully Manage your Business During this Economy
Hank Salvo, Scion Advisors, August 2009

 

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