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About Scion Advisors   What And Why April 2010
 

About Scion Advisors What And Why April 2010

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Short description of how Scion Advisors helps build financially-viable businesses

Short description of how Scion Advisors helps build financially-viable businesses

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    About Scion Advisors   What And Why April 2010 About Scion Advisors What And Why April 2010 Presentation Transcript

    • 1 “We enable clients to build financially-viable businesses in less time.” Hank Salvo and Deborah Steinthal, Scion Advisors Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 _____________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 2 Who are Scion Advisors®?  Seasoned general managers from world class organizations − We have walked in clients’ shoes and run businesses  Track record with over 100 companies across several industries  Proven approach to building stronger businesses − Specialize in family-owned, closely-held Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 ___________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 3 Experienced across multiple industries  Wine industry - global  Consumer packaged goods  High tech and internet  Retail Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 ___________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 4 Scion approach Proven process: a framework that delivers results Assess Align Plan Execute Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 __________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 5 Develop a framework for the future  Preparing for business growth  Preparing for exit: transaction readiness  Preparing for generational continuity Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 ___________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 6 Preparing for growth Align Vision & Goals Framework for driving decisions Business Get the team aligned and connect the dots between Strategy strategy and execution Market Strategy Goals Functional Strategies Execution Functional Action Plans
    • Ideal clients: <$200mm revenues 7 “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 Scion clients include: • Benziger Family Vineyards “...Patz & Hall Wine Company today • Brown Forman announced the first step of many that • Cakebread Cellars are part of a strategic sustainable • Domaine Carneros business model developed over the • Far Niente Winery past year by Patz & Hall founders in • Goosecross Cellars collaboration with Scion Advisors.” • Gundlach Bundschu Winery • Hanzell Vineyards SF Business Times • J Wine Co. • Luna Vineyards • Patz & Hall Wine Co. “Scion gave us the courage and the • Rodney Strong Vineyards reason to believe that we can do it." • Seghesio • Silver Oak Cellars Tim Wallace, President • Six Sigma Ranch Benziger Family Vineyards • Spottswoode Estate • Viader • Windsor Vineyards •Several large wine companies Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 __________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.
    • 8 Appendix Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 _______________________________________________________________________________________________________________________________
    • 9 Scion competencies Framework Assess Align Plan Execute Leadership competencies Team development Succession planning Leadership coaching Board development Organization strategy Culture Building Conflict resolution Gap analysis Alternative business Strategic Decision making skills, Scorecards scenarios Financial forecasting practices Operations benchmarks Developing, aligning Operations Cascading goals (KPIs) Profitability /value analysis business vision and goals Annual offsite Clarifying roles and Risk analysis Governance accountabilities Opportunity analysis Developing, aligning Market & brand strategy Project mgt. Positioning brand vision and goals Channel strategy Brand doctoring Market and competitive Product portfolio research strategy Channel auditing Transaction readiness Alternative ownership Family code & Family council, Ownership alignment scenarios constitution meeting facilitation Succession assessment Developing, aligning Generational continuity business vision and goals Succession planning Governance Building stronger family businesses ™ www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130 ___________________________________________________________________________________________________________________________________________________________________________ February 2010 ©2010 Scion Advisors. All rights reserved.