Exit Planning | Scion Advisors

Success has many flavors: three winery ownership transition stories

by Deborah Steinthal | Aug 30, 2017 | blog, Exit Planning, Growth planning, Leadership

As the U.S. wine industry matures, increasingly large numbers of winery owners are retiring[1] and are seeking to sell their businesses to third parties or to their children. Either process is fraught with challenges. For those who have successfully achieved these...

Are you stuck in a family business transition? How to move more successfully through a complex situation.

by Deborah Steinthal | Feb 3, 2017 | blog, Exit Planning, Growth planning, Leadership, Updates

by Deborah Steinthal, Managing Director, Scion Advisors (707.246.6830) Family business transitions are even more complex today than they were for our parents three decades ago. Entrepreneurs, in particular, have a hard time transitioning out of an active business...

Fostering wineries BUILT TO LAST in the Northwest

by Deborah Steinthal | Oct 20, 2016 | Exit Planning, Go-to-market planning, Growth planning, Leadership, Updates

Transitioning Your Brewery to the Next Generation

by Deborah Steinthal | Jan 14, 2016 | Exit Planning, Leadership

Over the years, plenty of craft founders have discussed the idea — Dogfish Head’s Sam Calagione and Sierra Nevada’s Ken Grossman come to mind — but it’s not something that grabs headlines. As the craft brewing industry continues to evolve, (publisher)...

Four steps to building a business that’s worth more and achieve your goals!

by Deborah Steinthal | Jun 19, 2015 | Exit Planning, Growth planning

A successful business exit strategy is normally a two-five year process depending upon a number of factors. This article lays out important steps for preparing your business so it can be worth more to a buyer: building business, emotional and financial readiness.

Personal Readiness for an Exit.

by Deborah Steinthal | May 18, 2015 | Exit Planning

Are YOU ready for a sale – emotionally and financially? Most entrepreneurial owners have worked 7 X 24 to build their business and have an excruciating time letting go once they sell. Have you figured out what you want to accomplish in your life post sale? If...