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

1. 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
___________________________________________________________________________________________________________________________________________________________________________
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.