Contenu connexe Similaire à About Scion Advisors What And Why April 2010 (20) About Scion Advisors What And Why April 20101. 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
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February 2010 ©2010 Scion Advisors. All rights reserved.
2. 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
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February 2010 ©2010 Scion Advisors. All rights reserved.
3. 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. 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. 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. 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
7. 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. 8
Appendix
Building stronger family businesses ™
www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130
_______________________________________________________________________________________________________________________________
9. 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.