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About Scion Advisors What And Why

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How Scion helps to build financially-viable businesses

How Scion helps to build financially-viable businesses


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  • 1. 1
    “We enable clients to build financially-viable
    businesses in less time.”
    Deborah Steinthal, Scion Advisors
  • 2. During these complex times …
    Opportunity: Cup is half full, not half empty!
    In 2008, U.S. wine consumption up for 15th consecutive year
    2/3rd of consumers spent the same for a bottle of wine
    43% of restaurant diners wine orders remained the same
    Millennial wine consumption segment grew 23%
    Innovation (distribution, direct shipping, internet, social media)
    Next generation vintners
    Big money on the side lines
    2
  • 3. During these complex times …
    3
    Challenges: “It is no longer business as usual!”
    Consumption shift
    Flat/declining baby-boomer segments
    Competition: Large wineries, other states, other countries, beer and spirits, private/control labels
    Big pricing pressures
    Consolidation
    National distribution: broken for <100,000 case wineries
    Cost of business
    Increased costs: marketing, sales and capital
    Unknown tax and regulatory impacts
  • 4. Demand for wine is not going away
    4
    The strong will get stronger
    Leveraging opportunity is not for the weak
    Fall out of the hobbyists (out of cash, work too hard)
    Maximize the value of your business
    Run business as if planning to sell
    Adopt the best practices
    Focus on cash flow: VALUE = CASH FLOW
  • 5. 5
    Who are Scion Advisors®?
    • Seasoned general managers from world class organizations
    • 6. We have walked in clients’ shoes and run businesses
    • 7. Track record with over 100 companies across several industries
    • 8. Proven approach to building stronger businesses
    • 9. Specialize in family-owned, closely-held
  • Experienced across multiple industries
    Wine industry - global
    Consumer packaged goods
    High tech and internet
    Retail
    6
  • 10. 7
    Scion team
    Deborah Steinthal, General Management & Business Strategy
    Steinthalhas a track record across a variety of industries and helped companies large and small transition from startup through high growth; restructure due to poor performance; and integrate new acquisitions. Driving higher performance and building businesses that are worth more, Steinthal has worked in executive positions at Lockheed Martin, Oracle, and with over 100 companies globally.
    Erica Valentine, Go-To-Market Strategy
    Valentine is a leader in strategic marketing: creating and implementing marketing and sales programs that work. At Constellation Wines, she grew a luxury business line from 45 to over 90 million dollars. At Seagram Chateau & Estates, she worked extensively with major international brands such as Champagne Mumm and Sandeman Port. She has over 10 years consulting experience, working for large and small wineries, venture capital and web-based businesses. Valentine advises companies on how to differentiate and compete successfully in a complex marketplace.
    Hank Salvo, CFO/ Financial Strategy & Governance
    Salvo’sskills and expertise in finance, accounting, planning and governance supported his rise to senior financial management as vice president finance and vice president controller at the consumer goods giant Clorox Company. Salvo transferred these skills to the wine industry joining Robert Mondavi Corporation as its CFO in 2000. Since 2005, Salvo advises family wine business owners across as variety of issues such as strategic planning, succession planning, and governance.
    Rosemary Richardson, Leadership & Management Development
    Richardsonis dedicated to helping leaders advance business performance during times of unprecedented change. A seasoned executive coach, Richardson is experienced at conflict management and working in partnership with CEOs and their teams to build the leadership skills required to win in the marketplace. As Vice President Human Resources for Johnson & Johnson and Applied Materials, Richardson developed a keen understanding of the challenges of global business and development of leadership and human capital.
  • 11. 8
    Scion approach
    Proven process: a framework that delivers results
  • 12. Develop a framework for the future
    Preparing for exit: transaction readiness
    Preparing for business growth
    Preparing for generational continuity
    9
  • 13. Transaction readiness
    10
    ROA, ROI, EBITDA, ROL
    Business owner
  • 14. Preparing for growth
    11
    Align Vision & Goals
    Framework for driving decisions
    Get the team aligned and connect the dots between strategy and execution
    Goals
    Execution
    Functional Action Plans
  • 15. Scion competencies
    12
  • 16. Case study #1
    13
    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: Reposition business leads to 50% growth in net operating income produced through realigned national product mix; stronger brand attracting more profitable customers.
  • 17. Case study #2
    14
    Road map for portfolio growth
    Problem: Client has outgrown its old channel and product strategy.
    Approach: Create a road map for growth and cash-out options.
    Decision: Relaunch business as a portfolio of separate brands each focused on high margin opportunities.
    Results: EBITDA CAGR growth > 20% over 5 years; flexible exit strategy; stable organization driving solid decision making and communications; leadership team incentivized to perform as owners.
  • 18. What our clients say!
    15
    “Scion helped us reposition to grow profits. Their approach allowed us to achieve a stable organization driving solid decisions and accountability for results.”
    Jeff Bundschu, 6th generation CEO
    Gundlach Bundschu
    “...Patz & Hall Wine Company today announced the first step of many that are part of a strategic sustainable business model developed over the past year by Patz & Hall founders in collaboration with Scion Advisors.”
    SF Business Times
    Scion clients include:
    “Scion gave us the courage and the reason to believe that we can do it."
    Tim Wallace, President
    Benziger Family Vineyards

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