succession PLANNING

Our focus is on a successful transition for key stakeholders.


They embody all that is best about our world, work tirelessly to make it better by working closely and successfully with owners; seeking solutions to their many, unique challenges; while mentoring the next generation of leaders.

Greg Ralston, former CEO, Chateau Montelena

Maximize returns and business value.

Scion has a great approach that jumpstarts the process, enables you to evaluate viable exit scenarios and develops a manageable roadmap for achieving business and ownership goals.

Managing a succession process.

In the case of private and family businesses, the focus is on developing strong future business leadership and talent; transitioning family members, business owners and the business team to an envisioned, prosperous future.

We manage your process, assemble a strong team and work alongside you to clarify decisions, options and strategies.

Pre- and Post-transaction.

Successful transitions support owners' goals and timeline; are planned well in advance; and are designed to prepare the business to be worth more from a buyer's standpoint.

Scion's transition services allow clients to consider realistic exit options, more successfully prepare for a sale process and realize stronger returns from their hard work.

Post transaction, Scion enables new ownership to realign their business team with their future vision and build actionable plans that they are motivated to execute on at a faster pace.

‘Resilience: We know we can … overcome any challenge that is presented to us.’

Deborah Steinthal, Managing Director I Scion Advisors I McMinnville, Oregon   This is a follow up to my May 2020 article, ‘How COVID-19 is making ‘warriors’ out of wine entrepreneurs’. I wrote how the events of 2020 ‘would make warriors out of Northwest wine and spirits entrepreneurs: the strong would become stronger through building...

How COVID-19 is making ‘warriors’ out of wine entrepreneurs.

Author - Deborah Steinthal, Managing Director I Scion Advisors I McMinnville, Oregon COVID-19’s toll on the wine industry is substantial, with potential long-term consequences.  Everyone’s context has been scrambled. Things are super fluid. It is impossible to guess at next week, let alone predict next year. For many these are surreal, unsettling...

Learn to control less and delegate more

For the last three years, I have been coaching a wicked-smart, millennial winemaker and G2 winery owner – let’s call him Mark to give him a face. Lately, Mark and I have been working on how to build effective teams during high-stress, high-change periods, such as this super challenging 2019 harvest.   His story is relatable because so many...

17 Points on Strategic Leadership – from food and beverage CEOs

Strategic leadership consists not only of the vision element, but also encompasses other wide-ranging factors. These 17 points from successful CEOs, offer winery leaders a powerful place to start exploring strategic leadership, deepen their practice - to continue raising the bar on their business’ ability to succeed.  These CEO have also...

Fighting windmills? How to manage a constantly changing wine landscape.

U.S. Wine industry CEOs are at the epicenter of persistent and rapid change, and many feel like Don Quixote fighting windmills. So many big questions are being debated right now, mainly – How to manage through ...: 'incessant consolidation in distribution’; ‘accelerating labor squeeze’; ‘relentless regulatory changes’; ‘possible impacts from...

Success has many flavors: three winery ownership transition stories

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 transitions, the financial and emotional rewards are many. Since success comes in...

How wineries can build higher performing teams and improve productivity.

by Deborah Steinthal, Managing Director, Scion Advisors (707.246.6830) Recently, I have noticed that an increasing number of winery owners and general managers are most concerned about ‘how to attract and retain more engaged employees’. They are struggling to improve team productivity and consequent winery performance. A second generation winery...

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